13F Filings History of Elser Financial Planning, Inc

Latest 13F report
Q4 2025 - 15 Jan 2026
Value $
$135,365,003
Signature - Title
Aryn Sands - Agent
Location
Indianapolis, IN
Summary
This page shows a list of all the recent 13F filings made by Elser Financial Planning, Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Elser Financial Planning, Inc reported 80 stock holdings with total value $135,365,003 as of Q4 2025. Top holdings included DFGX, LLY, AAPL, VOO, and SCHX.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 80 $135,365,003 +$48,132,289 -$1,231,859 +$46,900,430 DFGX, LLY, AAPL, VOO, SCHX 13F-HR 15 Jan 2026, 17:07
Q3 2025 69 $82,712,716 +$2,339,573 -$5,069,709 -$2,730,136 LLY, AAPL, VOO, SCHX, VTEB 13F-HR 24 Oct 2025, 12:36
Q2 2025 68 $80,175,515 +$7,489,600 -$1,546,079 +$5,943,521 LLY, AAPL, VOO, SCHX, BRO Restatement 21 Jul 2025, 20:47
Q1 2025 66 $72,248,629 +$4,601,624 -$1,296,427,717 -$1,291,826,093 LLY, AAPL, VOO, BRO, SCHX 13F-HR 21 Apr 2025, 18:08
Q4 2024 110 $1,368,655,879 +$1,311,942,913 -$1,215,518 +$1,310,727,395 MBIN, DFUS, DFAS, DFUV, DFAT 13F-HR 28 Jan 2025, 19:50
Q3 2024 62 $68,924,391 +$4,967,589 -$519,773,082 -$514,805,493 LLY, AAPL, BRO, SCHA, SCHX 13F-HR 17 Oct 2024, 11:56
Q2 2024 98 $565,907,346 $0 $0 $0 DFCF, DFAU, DFUS, DFAS, DFIC 13F-HR 22 Jul 2024, 20:17