§ 13F · FUND PROFILE
Eley Financial Management, Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $278M (13F)Positions · 68Turnover · — · Q1Filed · May 19, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 19, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARESTR | 266K | $26M | 5.0% | +98% |
| 2 | IVV | ISHARESTR | 38K | $25M | 4.7% | +88% |
| 3 | AGG | ISHARESTR | 250K | $25M | 4.7% | — |
| 4 | IVV | ISHARESTR | 36K | $20M | 3.9% | — |
| 5 | IJH | ISHARESTR | 251K | $17M | 3.2% | +97% |
| 6 | IJH | ISHARESTR | 240K | $14M | 2.7% | — |
| 7 | IEI | ISHARESTR | 104K | $12M | 2.3% | +102% |
| 8 | IEI | ISHARESTR | 102K | $12M | 2.3% | — |
| 9 | IGLB | ISHARESTR | 210K | $10M | 2.0% | +97% |
| 10 | IGLB | ISHARESTR | 194K | $10M | 1.9% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ELEY SIGNAL
AC read
Eley Financial Management, Inc is a Other fund managing $278 million in assets. The fund runs a portfolio of 68 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
3 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed