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Value $
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$141M
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Signature - Title
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Lora Rommel - Chief Compliance Officer
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Location
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Laguna Niguel, CA
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Summary
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This page shows a list of all the recent 13F filings made by EHRLICH FINANCIAL GROUP. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. EHRLICH FINANCIAL GROUP reported 106 stock holdings with total value $141M as of Q4 2024. Top holdings included IVW, AVUS, DYNF, IVE, and JQUA.