account_balance

Investment manager · 13F filer · SEC CIK 1965267

Eley Financial Management, Inc

Reported value$306Mas of Sep 30, 2026

Positions70 1 new, 3 sold out

Top 10 weight48.8%IVV alone is 11%

FiledNov 334 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

IVVIsharestr

10.7%

AGGIsharestr

9.6%

IJHIsharestr

6.3%

IEIIsharestr

4.0%

IGLBIsharestr

3.7%

AAPLApple Inc.

3.3%

NVDANVIDIA Corp

3.1%

MSFTMicrosoft Corp

2.9%

SHYIsharestr

2.8%

EMXCIsharesinc

2.4%

AMZNAmazon.com Inc

2.2%

VGTVanguardworldfds

2.1%

IVVIsharestr

10.7%

AGGIsharestr

9.6%

IJHIsharestr

6.3%

IEIIsharestr

4.0%

IGLBIsharestr

3.7%

AAPLApple Inc.

3.3%

NVDANVIDIA Corp

3.1%

MSFTMicrosoft Corp

2.9%

SHY2.8%

EMXC

AMZN2.2%

VGT2.1%

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

IVV Isharestr 10.7% Held

AGG Isharestr 9.6% Held

IJH Isharestr 6.3% Held

IEI Isharestr 4.0% Held

IGLB Isharestr 3.7% Held

AAPL Apple Inc. 3.3% Held NVDA NVIDIA Corp 3.1% Held MSFT Microsoft Corp 2.9% Held

SHY Isharestr 2.8% Held

EMXC Isharesinc 2.4% Held

AMZN Amazon.com Inc 2.2% Held

VGT Vanguardworldfds 2.1% Trimmed −3%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 3, 2026, compared with the Aug 11, 2026 filing

add_circleNew

PANW $223K

arrow_upwardAdded

SCHZ +7%
FBND +6%
IGSB +4%

arrow_downwardTrimmed

BND −3%
VGT −3%
KLAC −3%
GOOGL −3%

remove_circleSold out

TSM $347K
AMD $307K
GLW $306K

Eley Financial Management, Inc

Where the money is

Biggest moves since Jun 30, 2026

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