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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 3 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MRK MERCK & CO INC Healthcare 1,998.0 $257K 0.01% -1K -39.5% $128.51 +21.7%
42 MCD MCDONALDS CORP Consumer Cyclical 940.0 $254K 0.01% -19.0 -2.0% $270.26 -0.8%
43 RTX RTX CORPORATION Industrials 1,279.0 $243K 0.01% -72.0 -5.3% $189.73 +10.8%
44 HD HOME DEPOT INC Consumer Cyclical 675.0 $238K 0.01% -45.0 -6.2% $352.69 -4.2%
Page 3 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%