EHRLICH FINANCIAL GROUP

13F Filings History

Latest 13F report
Q4 2024 - Jan 13, 2025
Value $
$141M
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 106 stock holdings with total value $141M as of Q4 2024. Top holdings included IVW, AVUS, DYNF, IVE, and JQUA.
Holdings Value