Elser Financial Planning, Inc - Portfolio Stock Holdings
Elser Financial Planning, Inc disclosed 141 stock positions in a recent SEC 13F filing. $2,304,541,596 of stock holdings were filed, with the largest holdings including MBIN, DFCF, and DFAU. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $2,107,948,395 and has 15 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
141Est. Stock Holding Value:
$2,304,541,596Top Stock Holdings By Sector
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Portfolio Stock Holdings - Elser Financial Planning, Inc
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