Ehrlich Financial Group - Q42025 Holdings

Ehrlich Financial Group holds 110 stocks with a total portfolio value of $ 175.72M as of Q42025. In Q42025, Ehrlich Financial Group added 11 new positions, increased stakes in 41 stocks, reduced 49 holdings, and fully exited 11 positions. The largest holding is Ishares Tr (IVW), representing 7.36% of the total portfolio.