Ehrlich Financial Group reported 119 holdings worth US$194M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 9, 2026
Ehrlich Financial Group reported 119 holdings worth US$194M as of Jun 30, 2026. Largest: Apple Inc, Glaukos Corporation and Jp Morgan Chase & Co. Filed Jul 9, 2026 (Form 13F).
- Holdings
- 119
- Value as reported
- US$194M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 6,284 | US$1.82M | 0.94% |
| Glaukos Corporation | 10,014 | US$1.4M | 0.72% |
| Jp Morgan Chase & Co. | 2,993 | US$980K | 0.50% |
| Alphabet Inc (google) Class C | 2,358 | US$843K | 0.43% |
| Edwards Lifesciences Corporation | 7,640 | US$691K | 0.36% |
| Nvidia Corporation | 2,861 | US$572K | 0.29% |
| Broadcom Inc. | 1,389 | US$525K | 0.27% |
| Microsoft Corp. | 1,308 | US$488K | 0.25% |
| Amazon.com, Inc. | 2,031 | US$484K | 0.25% |
| Berkshire Hathaway Inc. | 850 | US$425K | 0.22% |
| American Express Company | 1,143 | US$387K | 0.20% |
| Deere & Company | 556 | US$353K | 0.18% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 690 | US$330K | 0.17% |
| Williams-sonoma, Inc. | 1,396 | US$325K | 0.17% |
| Visa Inc. | 846 | US$290K | 0.15% |
| Eli Lilly And Company | 236 | US$283K | 0.15% |
| Johnson & Johnson | 1,082 | US$275K | 0.14% |
| Verizon Communications Inc. | 5,170 | US$219K | 0.11% |
| Arista Networks, Inc. | 1,264 | US$215K | 0.11% |
| Chevron Corporation | 1,263 | US$209K | 0.11% |
| Cisco Systems, Inc. | 1,757 | US$206K | 0.11% |
| Marvell Technology, Inc. | 679 | US$202K | 0.10% |