Elser Financial Planning, Inc has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.67 Trillion distributed in 127 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Merchants Bancorp with a value of $934B, Dimensional ETF Tr Core Fxd In with a value of $153B, Dimensional ETF Tr with a value of $86.2B, Dimensional ETF Tr U S Equity with a value of $64B, and Dimensional ETF Tr Dimensional with a value of $63.8B.
Examining the 13F form we can see an increase of $1.6T in the current position value, from $72.2B to 1.67T.
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.
Portfolio value
$1.67 Trillion
Financial Services: $943 Billion
ETFs: $620 Billion
Healthcare: $20.4 Billion
Technology: $13.9 Billion
Consumer Cyclical: $3.22 Billion
Industrials: $3.07 Billion
Communication Services: $3 Billion
Consumer Defensive: $2.66 Billion
Other: $1.86 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
