Elser Financial Planning 13F Holdings & Latest Moves

13F filer · Latest filing Oct 16, 2026

Latest 13F moves (filed Oct 16, 2026): 13 new positions, 17 added, 19 reduced, 2 sold out. Largest change by value: reduced $DFCF ($152.46M held).

New positions
13
Added / reduced
17 / 19
Sold out
2

Top buys and sells in the latest 13F

Biggest new and added positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$DFIC Added +75.17K (+3.41%) 2.28M $85.84M —
$DFIC Added +75.17K (+3.41%) 2.28M $85.84M —
$DFGP New +1.02M 1.02M $53.01M —
$DFEM Added +31.76K (+3.06%) 1.07M $42.51M —
$DFSD Added +20.64K (+2.59%) 818.74K $38.05M —

Biggest reduced and exited positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$DFCF Reduced -617.11K (-13.97%) 3.80M $152.46M —
$DFUV Reduced -57.92K (-6.56%) 824.75K $45.36M —
$DFSI Reduced -11.47K (-4.79%) 228.28K $10.31M —
$DFSU Reduced -40.54K (-16.69%) 202.36K $9.55M —
$DFAE Reduced -3.01K (-1.80%) 164.12K $6.45M —

New positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$DFGP New +1.02M 1.02M $53.01M —
$DFSV New +539.40K 539.40K $20.21M —
$AVUV New +153.57K 153.57K $18.09M Read
$DUHP New +307K 307K $12.87M Read
$DUHP New +307K 307K $12.87M —
$DCOR New +101.07K 101.07K $8.35M —
$DCOR New +101.07K 101.07K $8.35M Read
$DFNM New +64.51K 64.51K $2.97M —
$VTIP New +39.71K 39.71K $1.95M —
$MRNA New +1.33K 1.33K $257.08K Read
$ABT New +2.21K 2.21K $218.31K Read
$GDDY New +5.53K 5.53K $211.94K Read
$ANF New +1K 1K $203.79K Read

Added positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$DFIC Added +75.17K (+3.41%) 2.28M $85.84M —
$DFIC Added +75.17K (+3.41%) 2.28M $85.84M —
$DFEM Added +31.76K (+3.06%) 1.07M $42.51M —
$DFSD Added +20.64K (+2.59%) 818.74K $38.05M —
$LLY Added +252 (+1.33%) 19.26K $22.28M —
$VOO Added +524 (+3.75%) 14.50K $10.16M —
$AAPL Added +269 (+1.05%) 26K $8.66M —
$SPYG Added +2.47K (+169.02%) 3.93K $3M —
$SPYG Added +2.47K (+169.02%) 3.93K $3M —
$MSFT Added +157 (+3.07%) 5.27K $2.70M —
$NVDA Added +172 (+1.60%) 10.94K $2.50M —
$AN Added +232 (+3.45%) 6.96K $1.74M —
$VEA Added +1.17K (+7.64%) 16.46K $1.16M —
$META Added +48 (+8.62%) 605 $438.38K —
$EFA Added +534 (+16.88%) 3.70K $384.08K —
$VO Added +427 (+14.61%) 3.35K $262.71K —
$VO Added +427 (+14.61%) 3.35K $262.71K —

Reduced positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$DFCF Reduced -617.11K (-13.97%) 3.80M $152.46M —
$DFUV Reduced -57.92K (-6.56%) 824.75K $45.36M —
$DFSI Reduced -11.47K (-4.79%) 228.28K $10.31M —
$DFSU Reduced -40.54K (-16.69%) 202.36K $9.55M —
$DFAE Reduced -3.01K (-1.80%) 164.12K $6.45M —
$DFSE Reduced -6.53K (-5.17%) 119.72K $5.79M —
$DFLV Reduced -66.20K (-37.90%) 108.45K $4.36M —
$VTEB Reduced -17.62K (-16.58%) 88.64K $4.20M —
$VTEB Reduced -17.62K (-16.58%) 88.64K $4.20M —
$SCHX Reduced -4.94K (-3.69%) 129.14K $3.87M —
$SCHB Reduced -1.84K (-1.76%) 102.95K $3.02M —
$SCHA Reduced -4.10K (-4.25%) 92.39K $3.01M —
$SCHF Reduced -2.56K (-2.85%) 87.25K $2.40M —
$SCHF Reduced -2.56K (-2.85%) 87.25K $2.40M —
$COST Reduced -106 (-4.67%) 2.16K $1.97M —
$VCSH Reduced -11.57K (-39.23%) 17.93K $1.38M —
$VCSH Reduced -11.57K (-39.23%) 17.93K $1.38M —
$EMXC Reduced -340 (-5.87%) 5.46K $540.58K —
$EMXC Reduced -340 (-5.87%) 5.46K $540.58K —

Sold out positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$HD Sold out -675 — — Read
$PWR Sold out -302 — — Read

All tracked 13F moves by Elser Financial Planning

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$SCHX Reduced -4.94K (-3.69%) 129.14K $3.87M —
$SCHA Reduced -4.10K (-4.25%) 92.39K $3.01M —
$SCHF Reduced -2.56K (-2.85%) 87.25K $2.40M —
$SCHF Reduced -2.56K (-2.85%) 87.25K $2.40M —
$SCHB Reduced -1.84K (-1.76%) 102.95K $3.02M —
$EMXC Reduced -340 (-5.87%) 5.46K $540.58K —
$EMXC Reduced -340 (-5.87%) 5.46K $540.58K —
$DFUV Reduced -57.92K (-6.56%) 824.75K $45.36M —
$DFSI Reduced -11.47K (-4.79%) 228.28K $10.31M —
$DFSE Reduced -6.53K (-5.17%) 119.72K $5.79M —
$DFAE Reduced -3.01K (-1.80%) 164.12K $6.45M —
$COST Reduced -106 (-4.67%) 2.16K $1.97M —
$VTIP New +39.71K 39.71K $1.95M —
$MRNA New +1.33K 1.33K $257.08K Read
$GDDY New +5.53K 5.53K $211.94K Read
$DUHP New +307K 307K $12.87M Read
$DFNM New +64.51K 64.51K $2.97M —
$DFGP New +1.02M 1.02M $53.01M —
$DFSV New +539.40K 539.40K $20.21M —
$DUHP New +307K 307K $12.87M —
$DCOR New +101.07K 101.07K $8.35M —
$DCOR New +101.07K 101.07K $8.35M Read
$AVUV New +153.57K 153.57K $18.09M Read
$ANF New +1K 1K $203.79K Read
$ABT New +2.21K 2.21K $218.31K Read
$VTEB Reduced -17.62K (-16.58%) 88.64K $4.20M —
$VCSH Reduced -11.57K (-39.23%) 17.93K $1.38M —
$VTEB Reduced -17.62K (-16.58%) 88.64K $4.20M —
$VCSH Reduced -11.57K (-39.23%) 17.93K $1.38M —
$HD Sold out -675 — — Read
$PWR Sold out -302 — — Read
$DFSU Reduced -40.54K (-16.69%) 202.36K $9.55M —
$DFLV Reduced -66.20K (-37.90%) 108.45K $4.36M —
$DFCF Reduced -617.11K (-13.97%) 3.80M $152.46M —
$VO Added +427 (+14.61%) 3.35K $262.71K —
$VOO Added +524 (+3.75%) 14.50K $10.16M —
$VO Added +427 (+14.61%) 3.35K $262.71K —
$VEA Added +1.17K (+7.64%) 16.46K $1.16M —
$SPYG Added +2.47K (+169.02%) 3.93K $3M —
$SPYG Added +2.47K (+169.02%) 3.93K $3M —
$NVDA Added +172 (+1.60%) 10.94K $2.50M —
$MSFT Added +157 (+3.07%) 5.27K $2.70M —
$META Added +48 (+8.62%) 605 $438.38K —
$EFA Added +534 (+16.88%) 3.70K $384.08K —
$LLY Added +252 (+1.33%) 19.26K $22.28M —
$DFIC Added +75.17K (+3.41%) 2.28M $85.84M —
$DFSD Added +20.64K (+2.59%) 818.74K $38.05M —
$DFIC Added +75.17K (+3.41%) 2.28M $85.84M —
$DFEM Added +31.76K (+3.06%) 1.07M $42.51M —
$AN Added +232 (+3.45%) 6.96K $1.74M —
$AAPL Added +269 (+1.05%) 26K $8.66M —

13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.

Stocks Elser Financial Planning holds or traded

Frequently asked questions

What did Elser Financial Planning buy and sell in its latest 13F?

It opened or added to $DFIC, $DFIC, $DFGP, $DFEM and $DFSD; it cut or exited $DFCF, $DFUV, $DFSI, $DFSU and $DFAE.

Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.

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