Eley Financial Management, Inc. has filed its Form 13F-HR, disclosing its equity holdings as of September 30, 2026. The report lists the firm's Chief Compliance Officer, Andrew Murphy, as the responsible party.
The filing details a portfolio consisting of 70 individual securities. The largest position is held in Nvidia Corp., with 9,630,099 shares. Other notable equity holdings include Apple Computer Inc. with 10,207,520 shares, Alphabet Inc. Class A with 3,449,402 shares, and Microsoft Corp. with 8,732,351 shares.
The portfolio is heavily weighted toward exchange-traded funds (ETFs). The largest ETF position is the iShares Core S&P 500 ETF, which holds 32,627,125 shares. Other significant ETF holdings include the iShares Core U.S. Aggregate Bond ETF (29,484,007 shares) and the iShares 10+ Year Treasury Bond ETF (11,229,255 shares).
The remaining equity positions include companies such as United Rentals Inc., Johnson & Johnson, Costco Companies Inc., and JPMorgan Chase & Co.
