StockDriftsStockDriftsTop 50 Ehrlich Financial Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | 8.42% | 127.8K | $16.4M | +76.64%(+55.44K) | $98.88(+32.97%) | 2026-06-30 | |
| CORO | BLACKROCK ETF TRUST | 5.34% | 283.5K | $10.4M | +20.06%(+47.37K) | $31.99(+15.47%) | 2026-06-30 | |
| VOOV | VANGUARD ADMIRAL FDS INC | 5.17% | 45.8K | $10.0M | +18.34%(+7.10K) | $205.17(+11.39%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 4.76% | 136.0K | $9.2M | +0.42%(+566) | $44.70(+56.66%) | 2026-06-30 | |
| VOOG | VANGUARD ADMIRAL FDS INC | 4.49% | 105.5K | $8.7M | +3.12%(+3.19K) | $70.13(+21.36%) | 2026-06-30 | |
| SHLD | GLOBAL X FDS | 3.13% | 101.9K | $6.1M | +23.30%(+19.26K) | $66.88(+3.77%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.57% | 21.2K | $5.0M | +2.47%(+511) | $189.85(+29.90%) | 2026-06-30 | |
| IVW | ISHARES TR | 2.49% | 35.3K | $4.8M | -10.18%(-4.00K) | $80.34(+76.46%) | 2026-06-30 | |
| SHV | ISHARES TR | 2.43% | 42.9K | $4.7M | +120.57%(+23.45K) | $110.40(-0.20%) | 2026-06-30 | |
| THRO | BLACKROCK ETF TRUST | 2.37% | 106.7K | $4.6M | -5.41%(-6.11K) | $34.57(+28.03%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +38.15% |
| Top 20 Holdings Unweighted | — | — | — | — | +31.20% |
Ehrlich Financial Group reports $194.43M in US-listed equity holdings across 119 positions in its most recent 13F filing. Its largest disclosed positions are AVUS (8.4%), CORO (5.3%) and VOOV (5.2%). The top 20 holdings account for 58.5% of reported assets. Its disclosed equity book has returned +38.15% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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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