Eley Financial Management, Inc
โขCIK: 1965267โขFiling: Q4 2025
**Eley Financial Management, Inc.** manages $278M across a diversified portfolio of 67 holdings. The strategy exhibits a notable allocation to core fixed income and broad market exposure, evidenced by top positions in IVV ($27.0M) and AGG ($26.0M). Further concentration is seen in key sector ETFs such as IJH ($16.5M) and IEI ($12.2M). The fund maintains significant technology exposure with substantial allocations to AAPL ($8.6M) and NVDA ($8.2M).
Total AUM
$278.4M
QoQ Performance
+0.3%
Positions
42
Top 10 Concentration
47.6%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
AGG
IJH
IVV9.7%
AGG9.4%
IJH5.9%
IEI4.4%
IGLB3.7%
AAPL3.1%
NVDA2.9%
SHY2.9%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other59.2%
Technology17.1%
ETF9.7%
Consumer5.6%
Healthcare3.9%
Financial2.4%
Industrial1.7%
Energy0.4%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
โ34 increased
โ30 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023