13F Insight
DOSSIER · 13F-HR · Q2 2026

Eley Financial Management, Inc

$309M in tracked AUM across 72 positions as of Q2 2026.

EF
CIK 0001965267 · last filed Jun 30, 2026
Total AUM
$309M
as of Q2 2026
Holdings
72
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Eley Financial Management, Inc filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARESTR
$32M42K10.2%02
AGG
ISHARESTR
$31M310K9.9%03
IJH
ISHARESTR
$21M267K6.7%04
IEI
ISHARESTR
$12M106K4.0%05
IGLB
ISHARESTR
$12M243K3.9%06
AAPL
AppleComputerInc
$9M31K2.9%07
SHY
ISHARESTR
$9M105K2.8%08
NVDA
NvidiaCorp
$9M43K2.8%09
CMI
CumminsInc
$8M12K2.7%10
EMXC
ISHARESINC
$8M75K2.5%

Filing history

2026Q2Jun 30
$309M▲ 11.5%
72 positionsView →2026Q1Mar 31
$277M▼ 0.5%
69 positionsView →2025Q4Dec 31
$278M▲ 0.3%
67 positionsView →2025Q3Sep 30
$278M▲ 6.6%
68 positionsView →2025Q2Jun 30
$261M▲ 4.4%
66 positionsLocked2025Q1Mar 31
$250M▼ 2.8%
66 positionsLocked2024Q4Dec 31
$257M▲ 3.3%
68 positionsLocked2024Q3Sep 30
$248M▲ 5.3%
67 positionsLocked2024Q2Jun 30
$236M▲ 1.6%
68 positionsLocked2024Q1Mar 31
$232M▲ 8.8%
68 positionsLocked2023Q4Dec 31
$213M▲ 8.7%
68 positionsLocked2023Q3Sep 30
$196M▼ 4.4%
68 positionsLocked
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