§ 13F · FUND PROFILE
EHRLICH FINANCIAL GROUP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $154.4T (13F)Positions · 109Turnover · — · Q4Filed · Jan 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$175.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | 105K | $12.9T | 7.4% | NEW |
| 2 | IVE | ISHARES TR | 52K | $11.0T | 6.3% | NEW |
| 3 | DYNF | BLACKROCK ETF TRUST | 157K | $9.5T | 5.4% | NEW |
| 4 | OEF | ISHARES TR | 23K | $7.7T | 4.4% | NEW |
| 5 | AVUS | AMERICAN CENTY ETF TR | 66K | $7.4T | 4.2% | NEW |
| 6 | SPEM | SPDR INDEX SHS FDS | 146K | $6.9T | 3.9% | NEW |
| 7 | XLK | SELECT SECTOR SPDR TR | 38K | $5.5T | 3.1% | NEW |
| 8 | IAU | ISHARES GOLD TR | 55K | $4.5T | 2.6% | NEW |
| 9 | THRO | BLACKROCK ETF TRUST | 104K | $4.0T | 2.3% | NEW |
| 10 | CMF | ISHARES TR | 69K | $4.0T | 2.3% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EHRLICH SIGNAL
AC read
EHRLICH FINANCIAL GROUP is a Other fund managing $154363.6 trillion in assets. The fund runs a portfolio of 109 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed