Fund HoldingsEHRLICH FINANCIAL GROUP

Total Portfolio Value
$175.72M
Total Bought
$41.17M
Total Sold
$34.90M
Net Transaction
+$6.27M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR TECHN ETF
038,393+38,39305,5273.15%+5,527
ISHARES TR13,34622,556+9,2104,4427,7364.40%+3,294
GLOBAL X FDS
DEFENSE TECH ETF
3,42648,465+45,0392413,1401.79%+2,899
SPDR SERIES TRUST
ST STR BACKE ETF
0127,656+127,65602,8611.63%+2,861
ISHARES TR43,13552,010+8,8758,90811,0306.28%+2,122
SPDR INDEX SHS FDS
ST PORT MARK ETF
108,626146,367+37,7415,0856,8513.90%+1,767
ISHARES TR015,106+15,10601,6640.95%+1,664
SPDR SERIES TRUST
ST INTER ETF
050,938+50,93801,4690.84%+1,469
VANGUARD SPECIALIZED FUNDS10,93017,327+6,3972,3593,8082.17%+1,450
ISHARES GOLD TR(IAU)44,88455,460+10,5763,2664,5022.56%+1,235
SPDR SERIES TRUST
ST SHO TREAS ETF
041,421+41,42101,2130.69%+1,213
ISHARES TR
MSCI USA MMENTM
8,63413,306+4,6722,2143,3311.90%+1,116
SPDR SERIES TRUST
ST BLOO HIGH ETF
010,453+10,45301,0160.58%+1,016
ISHARES TR98,737104,870+6,13311,92012,9267.36%+1,007
VANGUARD INDEX FDS1,4554,714+3,2594271,3680.78%+941
ISHARES TR07,699+7,69908480.48%+848
ISHARES TR
MSCI INTL QUALTY
42,75057,673+14,9231,8892,6211.49%+732
PIMCO ETF TR
MULTISECTOR BD
64,42791,768+27,3411,7292,4481.39%+719
ISHARES TR
SYSTEMATIC BD ET
07,988+7,98807170.41%+717
SPDR SERIES TRUST
ST STR SP DIV
04,592+4,59206390.36%+639
INVESCO DB US DLR INDEX TR
BULLISH FD
022,511+22,51106080.35%+608
AMERICAN CENTY ETF TR62,59265,831+3,2396,8047,3594.19%+555
SELECT SECTOR SPDR TR
ST STR SVC ETF
03,713+3,71304370.25%+437
BLACKROCK ETF TRUST
ISHARES US EQUIT
153,712156,797+3,0859,1009,5355.43%+435
BLACKROCK ETF TRUST
ISHA US THEM ETF
94,893104,055+9,1623,5934,0122.28%+420
BLACKROCK ETF TRUST II14,80322,635+7,8327281,1020.63%+374
ISHARES INC
CORE MSCI EMKT
5,63111,005+5,3743717400.42%+369
PIMCO ETF TR
SHTRM MUN BD ACT
29,66036,097+6,4371,5001,8201.04%+320
GLAUKOS CORP(GKOS)010,014+10,01401,1310.64%+1,131
SELECT SECTOR SPDR TR
ST STR UTIL ETF
07,093+7,09303030.17%+303
VANECK ETF TRUST
JP MRGAN EM LOC
011,221+11,22102900.16%+290
ISHARES TR
A RATE CP BD ETF
05,633+5,63302710.15%+271
ISHARES TR022,435+22,43502,2811.30%+2,281
ELI LILLY & CO(LLY)0239+23902570.15%+257
SELECT SECTOR SPDR TR
ST STR STAPL ETF
03,246+3,24602520.14%+252
BLACKROCK ETF TRUST
ISHARES US LARG
07,308+7,30802320.13%+232
SPDR SERIES TRUST
ST STR AGGRE ETF
08,500+8,50002190.12%+219
JOHNSON & JOHNSON(JNJ)01,041+1,04102160.12%+216
BLACKROCK ETF TRUST
ISHA US AWAR ETF
02,837+2,83702100.12%+210
PGIM ROCK ETF TR
LADDE S&P 20 ETF
07,021+7,02102050.12%+205
PGIM ETF TR
PGIM ULTRA SH BD
04,100+4,10002030.12%+203
ISHARES TR
CORE UNIVRSL USD
04,307+4,30702000.11%+200
SCHWAB STRATEGIC TR6,02010,120+4,1002594580.26%+199
BLACKROCK ETF TRUST II67,16870,361+3,1933,5763,7132.11%+137
J P MORGAN EXCHANGE TRADED F
HEDG EQU LAD ETF
7,1128,815+1,7034625860.33%+123
APPLE INC(AAPL)6,2746,275+11,5981,7060.97%+108
ALPHABET INC(GOOG)1,3971,39703404380.25%+98
J P MORGAN EXCHANGE TRADED F
INCOME ETF
6,1008,200+2,1002833800.22%+96
ISHARES TR4,7124,541-1711,2781,3680.78%+90
AMERICAN CENTY ETF TR11,66213,356+1,6945816680.38%+87
ISHARES U S ETF TR
U.S. TECH INDEPD
3,9284,789+8614004870.28%+86
SCHWAB STRATEGIC TR28,63031,306+2,6766667530.43%+86
ISHARES TR
FUTU AI TECH ETF
9,50410,669+1,1654355140.29%+79
ALPHABET INC(GOOG)1,1551,096-592813430.20%+62
ISHARES TR17,14819,398+2,2505426010.34%+58
VANGUARD MALVERN FDS5,0936,352+1,2592583140.18%+56
BLACKROCK ETF TRUST II5,9356,907+9723013490.20%+48
GRANITESHARES GOLD TR(BAR)13,90413,561-3435295760.33%+47
AMERICAN EXPRESS CO(AXP)1,1311,139+83764210.24%+46
VANGUARD WHITEHALL FDS11,61512,135+5207778180.47%+41
ISHARES TR5,9545,805-1495285650.32%+38
ISHARES TR
CORE DIV GRWTH
18,00617,981-251,2261,2480.71%+22
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
52,75454,428+1,6742,6092,6301.50%+21
DEERE & CO(DE)609633+242782950.17%+16
AMAZON COM INC(AMZN)2,1872,139-484804940.28%+14
ISHARES TR2,9152,866-491,9511,9631.12%+12
SCHWAB STRATEGIC TR16,36616,353-135225330.30%+11
JPMORGAN CHASE & CO.(JPM)3,1373,102-359901,0000.57%+10
VISA INC(V)88888803033110.18%+8
ISHARES TR1,4931,490-32462500.14%+5
VANGUARD INDEX FDS1,1631,164+12432460.14%+4
SCHWAB STRATEGIC TR8,9828,98202802830.16%+3
VANGUARD INDEX FDS9,8239,604-2191,8321,8341.04%+2
BERKSHIRE HATHAWAY INC DEL88588504454450.25%-0
BROADCOM INC(AVGO)1,6451,567-785435420.31%-0
VANGUARD INTL EQUITY INDEX F3,8803,901+212102100.12%-1
FIRST TR EXCHANGE-TRADED FD
SHS
9,2329,23204274250.24%-1
INVESCO QQQ TR2,6112,546-651,5681,5640.89%-4
NUVEEN CALIFORNIA AMT QLT MU22,85322,959+1062902860.16%-4
NVIDIA CORPORATION(NVDA)3,3053,275-306176110.35%-6
ISHARES TR33,22931,307-1,9229609530.54%-7
FIDELITY COVINGTON TRUST2,1822,129-532252180.12%-7
INVESCO EXCH TRADED FD TR II17,49816,958-5404043930.22%-11
FIDELITY COVINGTON TRUST6,0915,944-1471,3531,3350.76%-18
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
4,7744,621-1539068850.50%-20
WILLIAMS SONOMA INC(WSM)1,3961,39602732490.14%-24
VERIZON COMMUNICATIONS INC(VZ)5,3525,041-3112352050.12%-30
MICROSOFT CORP(MSFT)1,2231,22306335910.34%-42
VANGUARD WHITEHALL FDS2,9052,547-3584093660.21%-44
VANGUARD INDEX FDS568463-1053482900.17%-58
JANUS DETROIT STR TR
HENDERSON MTG
52,95251,641-1,3112,4182,3591.34%-59
ISHARES TR5,6915,608-836555930.34%-62
ISHARES INC
MSCI EMRG CHN
014,585+14,58501,0600.60%+1,060
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
14,15912,452-1,7078147240.41%-91
ISHARES TR
MSCI USA QLT FCT
6,5135,883-6301,2671,1680.66%-98
ROYCE MICRO-CAP TR INC10,6200-10,6201100-110
ISHARES TR06,800+6,80007280.41%+728
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
056,098+56,09803,2111.83%+3,211
SCHWAB STRATEGIC TR52,72646,424-6,3021,4391,2730.72%-166
EDWARDS LIFESCIENCES CORP11,2558,296-2,9598757070.40%-168
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