Elser Financial Planning, Inc
Elser Financial Planning, Inc reported 124 positions worth $2.31B as of June 30, 2026 (13F filed July 14, 2026). Largest holding: MBIN (58.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | MBIN | SH | $1.34B | 58.12% | 26,808,625 | — | — | |
| ▸ 2 | DFCF | SH | $186.5M | 8.08% | 4,417,313 | — | — | |
| ▸ 3 | DFAU | SH | $102.9M | 4.46% | 1,989,838 | — | — | |
| ▸ 4 | DFIC | SH | $82.2M | 3.57% | 2,207,216 | — | — | |
| ▸ 5 | DFUS | SH | $75.5M | 3.27% | 920,864 | — | — | |
| ▸ 6 | DFUV | SH | $48.6M | 2.11% | 882,671 | — | — | |
| ▸ 7 | DFAS | SH | $44.4M | 1.93% | 539,346 | — | — | |
| ▸ 8 | DFEM | SH | $42.2M | 1.83% | 1,038,515 | — | — | |
| ▸ 9 | DFGX | SH | $41.8M | 1.81% | 779,026 | — | — | |
| ▸ 10 | DFSD | SH | $38.1M | 1.65% | 798,092 | — | — |
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Frequently Asked Questions
What stocks does Elser Financial Planning, Inc hold as of Q2 2026?
Elser Financial Planning, Inc reported 124 positions worth $2.31B in its Q2 2026 13F filing. Largest positions: MBIN (58.1%), DFCF (8.1%), DFAU (4.5%), DFIC (3.6%) and DFUS (3.3%).
What did Elser Financial Planning, Inc buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Elser Financial Planning, Inc sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.