Ehrlich Financial Group Portfolio Holdings by Sector

Ehrlich Financial Group

$176 Billion
Q4 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVW IVE DYNF OEF AVUS SPEM XLK IAU 76 stocks	$142 Million 92.34% of portfolio	35	38	7	-	0 Calls 0 Puts
Medical Devices \| Healthcare GKOS EW 2 stocks	$1.84 Million 1.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.71 Million 1.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$1.15 Million 0.75% of portfolio	-	2	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$999,582 0.65% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs ILF 1 stocks	$953,297 0.62% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG GOOGL 2 stocks	$781,514 0.51% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services AXP V 2 stocks	$732,783 0.48% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$591,498 0.38% of portfolio	-	-	-	-	0 Calls 0 Puts

Closed-End Fund - Equity \| ETFs IXJ 1 stocks	$565,389 0.37% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$493,724 0.32% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY JNJ 2 stocks	$472,386 0.31% of portfolio	2	-	2	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$444,845 0.29% of portfolio	-	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE 1 stocks	$294,706 0.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services NKX 1 stocks	$285,605 0.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical WSM 1 stocks	$249,312 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ 1 stocks	$205,315 0.13% of portfolio	-	1	-	-	0 Calls 0 Puts

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