IE
Insider Edges

ELSER FINANCIAL PLANNING, INC 13F portfolio summary

ELSER FINANCIAL PLANNING, INC of ELSER FINANCIAL PLANNING, INC has 129 current stock holdings with a reported portfolio value of $2.06B. The portfolio 1 year return is +7.56%. Top holdings include SPY (0.00%), BITW (0.00%), PFF (0.00%), QQQ (0.00%), MBIN (57.29%).

Back to investors

ELSER FINANCIAL PLANNING, INC

ELSER FINANCIAL PLANNING, INC
Latest filing: 2026-03-31

ELSER FINANCIAL PLANNING, INC runs ELSER FINANCIAL PLANNING, INC and currently holds 129 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $2.06B. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. ELSER FINANCIAL PLANNING, INC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, ELSER FINANCIAL PLANNING, INC's portfolio at ELSER FINANCIAL PLANNING, INC has delivered returns of +7.56%. Their 3-year annualized return is +179.25%. Looking at the 5-year horizon, ELSER FINANCIAL PLANNING, INC has achieved +179.25% annualized returns at ELSER FINANCIAL PLANNING, INC.

Sign in to enable email alerts for this investor.
Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+7.56%
#0/1000
3 Year
+179.25%
#0/1000
5 Year
+179.25%
#0/1000

Portfolio Value

$2.06B

Alpha Score

126.6

#0 of 1000

Holdings

129

Showper page

0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change