Eley Financial Management, Inc
All 13F Filings
- Location
- South Burlington, VT
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 277,074
- 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 |
|---|---|---|---|---|---|
| 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 | 125.9 K | 45.4% | 0 | 152.5 K | -152.5 K |
| ETFs | 151.2 K | 54.6% | 151.2 K | 0 | 151.2 K |
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Fund Snapshot
Q1 2026
Latest filed
5/19/2026
Total value ($000)
277,074
Holdings
69
QoQ value change ($000)
-1,292
(-0.5%)
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.