Ellenbecker Investment Group
All 13F Filings
- Location
- Waukesha, WI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 742,893
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/23/2026 | 134 | 742,893 | 13F-HR | Ellenbecker Investment Group |
| Q4 2025 | 1/30/2026 | 132 | 714,707 | 13F-HR | Ellenbecker Investment Group |
| Q3 2025 | 10/14/2025 | 128 | 677,755 | 13F-HR | Ellenbecker Investment Group |
| Q2 2025 | 7/22/2025 | 119 | 619,029 | 13F-HR | Ellenbecker Investment Group |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 77.9 K | 10.5% | 0 | 1.653 K | -1.653 K |
| ETFs | 663.2 K | 89.3% | 29.37 K | 0 | 29.37 K |
| Debt | 1.824 K | 0.2% | 464 | 0 | 464 |
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Fund Snapshot
Q1 2026
Latest filed
4/23/2026
Total value ($000)
742,893
Holdings
134
QoQ value change ($000)
28,186
(3.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.