Elser Financial Planning, Inc
All 13F Filings
- Location
- Indianapolis, IN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 138,275
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| 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 | 112.8 K | 81.6% | 55.4 K | 0 | 55.4 K |
| ETFs | 25.47 K | 18.4% | 0 | 122 | -122 |
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Fund Snapshot
Q4 2025
Latest filed
1/15/2026
Total value ($000)
138,275
Holdings
80
QoQ value change ($000)
55,279
(66.6%)
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.