Ellenbecker Investment Group
All 13F Filings
- Location
- Waukesha, WI
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 714,707
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/30/2026 | 132 | 714,707 | 13F-HR | Ellenbecker Investment Group |
| Q3 2025 | 10/14/2025 | 128 | 677,755 | 13F-HR | Ellenbecker Investment Group |
| Q2 2025 | 7/22/2025 | 119 | 619,029 | 13F-HR | Ellenbecker Investment Group |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 79.55 K | 11.1% | 3.736 K | 0 | 3.736 K |
| ETFs | 633.8 K | 88.7% | 33.49 K | 0 | 33.49 K |
| Debt | 1.36 K | 0.2% | 0 | 264 | -264 |
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Fund Snapshot
Q4 2025
Latest filed
1/30/2026
Total value ($000)
714,707
Holdings
132
QoQ value change ($000)
36,952
(5.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.