DOSSIER · 13F-HR · Q3 2026
Elser Financial Planning, Inc
$2.3B in tracked AUM across 132 positions as of Q3 2026.
EF
CIK 0002028202 · last filed Sep 30, 2026
AI Analysis · Q3 2026
Comprehensive Analysis of SEC 13F Filing: Elser Financial Planning, Inc
Report Period: Q4 2025 (Report Date: 2025-12-31) Total Portfolio Value: $138.27M
1. Portfolio Overview
Elser Financial Planning, Inc. has reported a substantial transformation in its investment portfolio for the quarter ending December 31, 2025. The total assets under management (AUM) surged by 1,842%, growing from $7.12 million in the previous quarter to $138.27 million. This dramatic increase—represe...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026.