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Lora Rommel

Ehrlich Financial Group

Assets Managed
$174.015M
Holdings
112
Last Quarter
2026 - Q1
Filed Date
2mo 6d ago
Growth Rate
-0.96%(2Q avg: 1.67%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Ehrlich Financial Group's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 112 positions.

Assets under management

The assets under management (AUM) of Ehrlich Financial Group over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 174.015M in assets, with a quarterly growth rate of -0.96% and a 2-quarter average growth rate of 1.67%. The portfolio is managed by Lora Rommel, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AVUS
Avantis U.s. Equity Etf
Recent Activity
Increased 9.88%
4.63%
$8.042M
72,330 shares@ $111.19 avg price
VOOV
Vanguard S&p 500 Value Etf
Recent Activity
New Position
4.54%
$7.889M
38,712 shares@ $203.79 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Decreased -13.64%
4.53%
$7.878M
135,406 shares@ $58.18 avg price
CORO
Ish Intl Ctry Rot Act Etf
Recent Activity
New Position
4.37%
$7.594M
236,174 shares@ $32.16 avg price
VOOG
Vanguard S&p 500 Growth Etf
Recent Activity
New Position
4%
$6.955M
17,060 shares@ $407.69 avg price
SHLD
Global X Defense Tech Etf
Recent Activity
Increased 70.58%
3.37%
$5.856M
82,671 shares@ $70.85 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Increased 1.11%
2.97%
$5.159M
38,818 shares@ $132.91 avg price
SPEM
Spdr Portfolio Emerging Mark
Recent Activity
Decreased -34.51%
2.59%
$4.496M
95,844 shares@ $46.92 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 19.17%
2.56%
$4.44M
20,647 shares@ $215.06 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Decreased -62.56%
2.56%
$4.44M
39,253 shares@ $113.11 avg price

1-10 of 112