StockDriftsStockDriftsTop 50 Ehrlich Financial Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | 9.29% | 140.2K | $18.0M | +9.75%(+12.46K) | $101.48(+27.05%) | 2026-09-30 | |
| VOOG | VANGUARD ADMIRAL FDS INC | 5.96% | 134.8K | $11.5M | +27.74%(+29.28K) | $73.15(+15.16%) | 2026-09-30 | |
| CORO | BLACKROCK ETF TRUST | 5.6% | 297.7K | $10.8M | +4.99%(+14.14K) | $32.20(+10.27%) | 2026-09-30 | |
| DYNF | BLACKROCK ETF TRUST | 4.99% | 139.3K | $9.6M | +2.45%(+3.33K) | $45.27(+52.33%) | 2026-09-30 | |
| VOOV | VANGUARD ADMIRAL FDS INC | 4.67% | 40.9K | $9.0M | -10.65%(-4.88K) | $205.17(+10.70%) | 2026-09-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.66% | 22.1K | $5.1M | +4.25%(+899) | $191.69(+25.74%) | 2026-09-30 | |
| IVW | ISHARES TR | 2.61% | 35.5K | $5.0M | +0.60%(+211) | $80.69(+73.76%) | 2026-09-30 | |
| THRO | BLACKROCK ETF TRUST | 2.43% | 106.9K | $4.7M | +0.19%(+205) | $34.59(+26.93%) | 2026-09-30 | |
| IALT | BLACKROCK ETF TRUST | 2.39% | 154.4K | $4.6M | +70.93%(+64.09K) | $28.13(+5.61%) | 2026-09-30 | |
| SPTI | SPDR SERIES TRUST | 2.1% | 148.7K | $4.1M | +22.53%(+27.34K) | $28.47(-3.61%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +37.15% |
| Top 20 Holdings Unweighted | — | — | — | — | +29.13% |
Ehrlich Financial Group reports $193.32M in US-listed equity holdings across 120 positions in its most recent 13F filing. Its largest disclosed positions are AVUS (9.3%), VOOG (6.0%) and CORO (5.6%). The top 20 holdings account for 60.07% of reported assets. Its disclosed equity book has returned +37.15% cumulatively over 11 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Ehrlich Financial Group, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Ehrlich Financial Group’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2010632). View Ehrlich Financial Group’s 13F filings on SEC