Elser Financial Planning, Inc Portfolio Holdings
Elser Financial Planning, Inc
- $83 Billion
- Q3 2025
Elser Financial Planning, Inc has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $83 Billion distributed in 69 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $16.3B, Apple Inc. with a value of $6.46B, Vanguard Index Fds S&P 500 ETF with a value of $5.52B, Schwab Strategic Tr Us Large C with a value of $3.6B, and Vanguard Mun Bd Fds Tax Exempt with a value of $3.29B.
Examining the 13F form we can see an increase of $2.82B in the current position value, from $80.2B to 83B.
Elser Financial Planning, Inc is based out at Indianapolis, IN
Below you can find more details about Elser Financial Planning, Inc portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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