13F Filings History of EHRLICH FINANCIAL GROUP

Latest 13F report
Q4 2025 - 06 Jan 2026
Value $
$175,717,981
Signature - Title
Lora Rommel - Chief Compliance Officer
Location
Laguna Niguel, CA
Summary
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 110 stock holdings with total value $175,717,981 as of Q4 2025. Top holdings included IVW, IVE, DYNF, OEF, and AVUS.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 110 $175,717,981 +$26,262,881 -$19,543,287 +$6,719,594 IVW, IVE, DYNF, OEF, AVUS 13F-HR 06 Jan 2026, 15:12
Q3 2025 110 $168,476,966 +$13,508,891 -$8,152,652 +$5,356,239 IVW, DYNF, IVE, JQUA, AVUS 13F-HR 17 Oct 2025, 10:49
Q2 2025 109 $154,363,552 +$29,066,883 -$21,313,442 +$7,753,441 IVW, IVE, DYNF, JQUA, AVUS 13F-HR 08 Jul 2025, 16:31
Q1 2025 102 $137,190,748 +$20,355,750 -$21,687,856 -$1,332,106 IVW, IVE, AVUS, DYNF, JQUA 13F-HR 11 Apr 2025, 10:34
Q4 2024 106 $140,694,543 +$23,144,638 -$19,428,440 +$3,716,198 IVW, AVUS, DYNF, IVE, JQUA 13F-HR 13 Jan 2025, 15:08
Q3 2024 108 $140,231,730 +$30,503,650 -$22,033,414 +$8,470,236 IVW, AVUS, IVE, QUAL, DYNF 13F-HR 07 Oct 2024, 09:44
Q2 2024 100 $126,686,831 +$26,196,736 -$19,599,866 +$6,596,870 IVW, IVE, AVUS, QUAL, DYNF 13F-HR 12 Jul 2024, 13:54
Q1 2024 99 $118,786,091 +$39,366,595 -$24,145,590 +$15,221,005 IVW, AVUS, IVE, QUAL, DYNF 13F-HR 15 Apr 2024, 11:58
Q4 2023 94 $99,742,701 $0 $0 $0 AVUS, IVW, IVE, IVV, TLH 13F-HR 13 Feb 2024, 10:58