—

Eley Financial Management, Inc

Q4 2025 13F Holdings

  • Location
    south burlington, VT
  • Num holdings

    67

  • Value ($000)

    $278,366

  • Date Filed
    02/12/2026
  • Form type
    13F-HR
  • CIK
    0001965267
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARESTR

CORES&P500ETF
464287200
$26.95M
10 %

39,348

A
AGG

ISHARESTR

COREUSAGGBDET
464287226
$26.03M
9 %

260,590

I
IJH

ISHARESTR

CORES&PMCPETF
464287507
$16.45M
6 %

249,281

I
IEI

ISHARESTR

37YRTREASBD
464288661
$12.23M
4 %

102,510

I
IGLB

ISHARESTR

10+YRINVSTGRD
464289511
$10.38M
4 %

205,654

A
AAPL

AppleComputerInc

COM
037833100
$8.64M
3 %

31,787

N
NVDA

NvidiaCorp

COM
67066G104
$8.19M
3 %

43,932

S
SHY

ISHARESTR

13YRTREASBD
464287457
$8.09M
3 %

97,708

M
MSFT

MicrosoftCorp.

COM
594918104
$7.86M
3 %

16,262

C
CMI

CumminsInc

COM
231021106
$7.6M
3 %

14,897

Rows Per Page
10
  • 5
  • 10
  • 20
  • 30
  • 50
  • 100
1 - 10 of 67