Elser Financial Planning, Inc
All 13F Filings
- Location
- Indianapolis, IN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 2,306,468
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 7/14/2026 | 124 | 2,306,468 | 13F-HR | Elser Financial Planning, Inc |
| Q1 2026 | 4/15/2026 | 132 | 2,060,325 | 13F-HR | Elser Financial Planning, Inc |
| Q4 2025 | 1/15/2026 | 80 | 138,275 | 13F-HR | Elser Financial Planning, Inc |
| Q3 2025 | 10/24/2025 | 69 | 82,996 | 13F-HR | Elser Financial Planning, Inc |
| Q2 2025 | 7/22/2025 | 68 | 80,176 | 13F-HR/A - RESTATEMENT | Elser Financial Planning, Inc |
| Q2 2025 | 7/17/2025 | 127 | 1,668,613 | 13F-HR | Elser Financial Planning, Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.411 M | 61.2% | 156.9 K | 0 | 156.9 K |
| ETFs | 895.2 K | 38.8% | 89.22 K | 0 | 89.22 K |
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Fund Snapshot
Q2 2026
Latest filed
7/14/2026
Total value ($000)
2,306,468
Holdings
124
QoQ value change ($000)
246,143
(11.9%)
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.