Ellenbecker Investment Group
All 13F Filings
- Location
- Waukesha, WI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 860,229
- Description
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- Website
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- Founded
- —
- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/27/2026 | 149 | 860,229 | 13F-HR | Ellenbecker Investment Group |
| Q1 2026 | 4/23/2026 | 134 | 742,893 | 13F-HR | Ellenbecker Investment Group |
| 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 | 86.64 K | 10.1% | 8.742 K | 0 | 8.742 K |
| ETFs | 770.8 K | 89.6% | 107.6 K | 0 | 107.6 K |
| Debt | 2.797 K | 0.3% | 973 | 0 | 973 |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
860,229
Holdings
149
QoQ value change ($000)
117,336
(15.8%)
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.