Eley Financial Management, Inc
All 13F Filings
- Location
- South Burlington, VT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 308,806
- Description
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- Website
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- Founded
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- 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 | 8/11/2026 | 72 | 308,806 | 13F-HR | Eley Financial Management, Inc |
| Q1 2026 | 5/19/2026 | 69 | 277,074 | 13F-HR/A - RESTATEMENT | Eley Financial Management, Inc |
| Q1 2026 | 5/15/2026 | 66 | 249,511 | 13F-HR | Eley Financial Management, Inc |
| Q4 2025 | 2/12/2026 | 67 | 278,366 | 13F-HR | Eley Financial Management, Inc |
| Q3 2025 | 11/12/2025 | 68 | 277,649 | 13F-HR | Eley Financial Management, Inc |
| Q2 2025 | 8/12/2025 | 66 | 260,537 | 13F-HR | Eley Financial Management, Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 133.3 K | 43.2% | 7.434 K | 0 | 7.434 K |
| ETFs | 175.5 K | 56.8% | 24.3 K | 0 | 24.3 K |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
308,806
Holdings
72
QoQ value change ($000)
31,732
(11.5%)
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.