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Portfolio (Quarterly) Guide ↗

Elser Financial Planning, Inc

· CIK 0002028202
13F Portfolio $2.3B AUM 124 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 39 Added 44 Reduced 18 Exited
Page 2 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,268.0 $2.1M 0.09% -152.0 -6.3% $935.47 +2.6%
22 MSFT MICROSOFT CORP Technology 5,109.0 $1.9M 0.08% -846.0 -14.2% $373.05 +31.8%
23 AN AUTONATION INC Consumer Cyclical 6,732.0 $1.6M 0.07% -1K -17.5% $238.34 -17.4%
24 GOOGL ALPHABET INC Communication Services 4,310.0 $1.5M 0.07% -242.0 -5.3% $357.33 -2.9%
25 UNP UNION PAC CORP Industrials 3,721.0 $1.0M 0.04% -3K -46.0% $271.97 +13.8%
26 CAT CATERPILLAR INC Industrials 798.0 $850K 0.04% -481.0 -37.6% $1064.90 -23.8%
27 APOS APOLLO GLOBAL MGMT INC 4,747.0 $837K 0.04% -163.0 -3.3% $176.32
28 PG PROCTER & GAMBLE CO Consumer Defensive 4,481.0 $657K 0.03% -321.0 -6.7% $146.63 -0.8%
29 SCHE SCHWAB STRATEGIC TR 17,389.0 $631K 0.03% -432.0 -2.4% $36.26 +2.3%
30 XLE SELECT SECTOR SPDR TR 11,466.0 $609K 0.03% -134.0 -1.2% $53.11 +16.9%
31 EMXC ISHARES INC 5,796.0 $593K 0.03% -84.0 -1.4% $102.30 -3.9%
32 XOM EXXON MOBIL CORP Energy 3,184.0 $435K 0.02% -153.0 -4.6% $136.70 +17.5%
33 CL COLGATE PALMOLIVE CO Consumer Defensive 4,579.0 $420K 0.02% -52.0 -1.1% $91.68 -0.4%
34 CVX CHEVRON CORPORATION Energy 2,365.0 $392K 0.02% -2K -45.9% $165.79 +20.6%
35 VANGUARD CALIF TAX FREE FDS 3,762.0 $378K 0.02% -770.0 -17.0% $100.60
36 ALLE ALLEGION PLC Industrials 1,538.0 $366K 0.02% -897.0 -36.8% $237.89 -32.6%
37 VEU VANGUARD INTL EQUITY INDEX F 4,096.0 $343K 0.01% -63.0 -1.5% $83.75 +2.8%
38 SCHH SCHWAB STRATEGIC TR 14,316.0 $339K 0.01% -785.0 -5.2% $23.68 +2.2%
39 META META PLATFORMS INC Communication Services 557.0 $313K 0.01% -505.0 -47.5% $562.79 +1.3%
40 WMT WALMART INC Consumer Defensive 2,534.0 $287K 0.01% -3K -53.4% $113.26 -7.0%
Page 2 of 3  ·  44 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 95.7%
Healthcare 2.0%
Technology 1.1%
Industrials 0.4%
Consumer Defensive 0.3%
Consumer Cyclical 0.2%
Communication Services 0.1%
Energy 0.1%
Real Estate 0.0%
Utilities 0.0%