EHRLICH FINANCIAL GROUP - Portfolio overview

EHRLICH FINANCIAL GROUP has 136 reported holdings in this dataset, with the latest filing dated 2026-04-09.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. AVUS - AMERICAN CENTY ETF TR, 4.23%
2. VOOV - VANGUARD ADMIRAL FDS INC, 4.15%
3. DYNF - BLACKROCK ETF TRUST, 4.15%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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