13F Filings History of EHRLICH FINANCIAL GROUP
- Latest 13F filing
- Q2 2026 - 09 Jul 2026
- Latest reported 13F value
- $194,428,101
- Largest 13F holdings
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AVUS CORO VOOV DYNF VOOG SHLD VIG IVW SHV THRO BAI SPEM
+8 more
CMF SPTI NUV BINC SPMB JEPI BNDX QUAL - Form 13F summary
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- EHRLICH FINANCIAL GROUP Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- EHRLICH FINANCIAL GROUP reported 119 equity holdings with a total reported market value of $194,428,101 for Q2 2026. Top reported holdings included AVUS, CORO, VOOV, DYNF, and VOOG.
- Manager signature
- Lora Rommel - Chief Compliance Officer
- Manager location
- Laguna Niguel, CA
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$194,428,101
Quarter delta
+$20,413,046
Accepted
09 Jul 2026, 09:28
Rows shown
1-11 of 11
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 119 | $194,428,101 | +$39,714,717 | -$28,764,280 | +$10,950,437 | AVUS, CORO, VOOV, DYNF, VOOG | 13F-HR | 09 Jul 2026, 09:28 |
| Q1 2026 | 112 | $174,015,055 | +$48,515,001 | -$47,073,094 | +$1,441,907 | AVUS, VOOV, DYNF, CORO, VOOG | 13F-HR | 08 Apr 2026, 17:40 |
| 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 |