Elser Financial Planning, Inc
Q3 2025 13F Holdings
- Locationindianapolis, IN
- Num holdings
69
- Value ($000)
$82,996
- Date Filed 10/24/2025
- Form type13F-HR
- CIK 0002028202
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
L ELI LILLY & CO | COM | 532457108 | $16.27M | 20 % | 19,848 | ||
A APPLE INC | COM | 037833100 | $6.46M | 8 % | 25,118 | ||
V VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $5.52M | 7 % | 8,977 | ||
S SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $3.60M | 4 % | 135,842 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $3.29M | 4 % | 65,846 | ||
D DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $3.10M | 4 % | 42,766 | ||
S SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | $3.01M | 4 % | 107,082 | ||
B BROWN & BROWN INC | COM | 115236101 | $2.76M | 3 % | 29,529 | ||
S SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $2.72M | 3 % | 105,347 | ||
V VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $2.62M | 3 % | 10,202 |
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