Elser Financial Planning, Inc - Portfolio Stock Holdings
Elser Financial Planning, Inc disclosed 136 stock positions in a recent SEC 13F filing. $2,283,040,189 of stock holdings were filed, with the largest holdings including MBIN, DFCF, and DFAU. This filing represented positions held on Sept. 30, 2026, and was filed on Oct. 16, 2026.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:
Sept. 30, 2026No. of Stocks:
136Est. Stock Holding Value:
$2,283,040,189Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Elser Financial Planning, Inc
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...