Filer Snapshot

EHRLICH FINANCIAL GROUP

CIK 0002010632. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

12

Latest filing

20 Oct 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q3 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Latest 13F portfolio

$193.32M

120 holdings for Q3 2026

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Largest parsed holding

AVUS

$17.96M reported value

Open holding

13D/G large stake

—

No recent parsed 13D/G stake row for this CIK.

Browse 13D/G
Source: SEC Form 13F

13F-HR filed on 20 Oct 2026 for CIK 0002010632.

View source filing
Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$193.32M

Quarterly institutional holdings reported on Form 13F; not total AUM.

Latest reported 13F value

13F
$193.32M

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Source: SEC Form 13FScope: U.S.-listed equity holdings

Largest 13F holdings

13F
AVUS VOOG CORO DYNF VOOV
+15 moreVIG IVW THRO IALT SPTI CMF IVE SPEM BAI SHLD QUAL BNDX NUV BINC JEPI

Largest symbols in the latest parsed Form 13F information table.

Freshness: Latest parsed 13F period

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

AVUS VOOG CORO DYNF VOOV VIG IVW THRO
+12 moreIALT SPTI CMF IVE SPEM BAI SHLD QUAL BNDX NUV BINC JEPI
How to read these SEC ownership signals
  • Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
  • Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
  • Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
28202 Cabot Road, Suite 425, Laguna Niguel, CA, 92677
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Incorporated in
CA
Fiscal year end
31 December

Filer intelligence

What SEC filings say about EHRLICH FINANCIAL GROUP

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $193.32M across 120 reported holdings for Q3 2026.
  • Largest parsed 13F holding: AVUS at $17.96M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 120 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q3 2026 - 20 Oct 2026

Top 5 concentration

31%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$58.97M

Compared with $193.32M total 13F value.

Top 5 net change

+$3.77M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: VOOG · Largest trim: SHLD

AVUS VOOG CORO DYNF VOOV Other holdings

AVUS

9.3%

American Centy Etf Tr

$17.96M

VOOG

6%

Vanguard Admiral Fds Inc

$11.53M

CORO

5.6%

Blackrock Etf Trust

$10.82M

DYNF

5%

Blackrock Etf Trust

$9.65M

VOOV

4.7%

Vanguard Admiral Fds Inc

$9.02M

Latest update

What changed recently for EHRLICH FINANCIAL GROUP

New filing available

Latest 13F period: Q3 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

20 Oct 2026

Page type

Filer profile

Latest period

Q3 2026

Institutional portfolio context was refreshed from a 13F filing filed on 20 Oct 2026.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

EHRLICH FINANCIAL GROUP has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q3 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

Open company facts Browse metric rankings

SEC filing record

CIK 0002010632 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
12
First seen
13 Feb 2024
Latest filing
20 Oct 2026
Entity
Company

Observed form types

13F-HR

CIK-linked evidence first

EHRLICH FINANCIAL GROUP SEC filings EHRLICH FINANCIAL GROUP 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 12 of 12 SEC filings for EHRLICH FINANCIAL GROUP.

13F-HR

13F-HR filing

Filing date
20 Oct 2026
Reporting date
30 Sep 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
09 Jul 2026
Reporting date
30 Jun 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
09 Apr 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
06 Jan 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
17 Oct 2025
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
08 Jul 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
11 Apr 2025
Reporting date
31 Mar 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
13 Jan 2025
Reporting date
31 Dec 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
07 Oct 2024
Reporting date
30 Sep 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
12 Jul 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
15 Apr 2024
Reporting date
31 Mar 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
13 Feb 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
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