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Eley Financial Management, Inc

Q1 2026 13F Holdings

  • Location
    south burlington, VT
  • Num holdings

    69

  • Value ($000)

    $277,074

  • Date Filed
    05/19/2026
  • Form type
    restatement
  • CIK
    0001965267
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AGG

ISHARESTR

COREUSAGGBDET
464287226
$26.43M
10 %

266,209

I
IVV

ISHARESTR

CORES&P500ETF
464287200
$24.81M
9 %

37,988

I
IJH

ISHARESTR

CORES&PMCPETF
464287507
$16.92M
6 %

250,529

I
IEI

ISHARESTR

37YRTREASBD
464288661
$12.14M
4 %

102,356

I
IGLB

ISHARESTR

10+YRINVSTGRD
464289511
$10.42M
4 %

210,023

S
SHY

ISHARESTR

13YRTREASBD
464287457
$8.28M
3 %

100,280

A
AAPL

AppleComputerInc

COM
037833100
$8.08M
3 %

31,838

C
CMI

CumminsInc

COM
231021106
$7.85M
3 %

14,600

N
NVDA

NvidiaCorp

COM
67066G104
$7.42M
3 %

42,565

G
GOOG

AlphabetIncClassC

CAPSTKCLC
02079K107
$6.52M
2 %

22,725

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