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Manager record

Elser Financial Planning, Inc

Indianapolis, IN · CIK 2028202 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$2.28BReported 13F valueQ3 2026 · as filed
132Holdings listed
-0.9%vs prior quartervalue change includes market moves
6Quarters on record
Oct 16Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $80.2M$80.2MQ2 202568 holdingsQ3 2025: $83.0M$83.0MQ3 202569 holdingsQ4 2025: $138.3M$138.3MQ4 202580 holdingsQ1 2026: $2.1B$2.1BQ1 2026132 holdingsQ2 2026: $2.3B$2.3BQ2 2026124 holdingsQ3 2026: $2.3B$2.3BQ3 2026132 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 16 2026 13F-HR · period Q3 2026

$2.28B · 132 holdings listed · View original SEC filing ↗
Jul 14 2026 13F-HR · period Q2 2026

$2.31B · 124 holdings listed · View original SEC filing ↗
Apr 16 2026 13F-HR · period Q1 2026

$2.06B · 132 holdings listed · View original SEC filing ↗
Jan 15 2026 13F-HR · period Q4 2025

$138.27M · 80 holdings listed · View original SEC filing ↗
Oct 24 2025 13F-HR · period Q3 2025

$83.00M · 69 holdings listed · View original SEC filing ↗
Jul 22 2025 13F-HR/A · period Q2 2025

$80.18M · 68 holdings listed · amendment (restatement) · View original SEC filing ↗
Jul 17 2025 13F-HR · period Q2 2025

$1.67B · 127 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 16, 2026 · Change methodology