Eley Financial Management, Inc

RIA/Wealth

Eley Financial Management, Inc is a RIA/Wealth based in Little Rock, AR led by Damon Christian Meyer, managing $277.6M across 68 long positions as of Q3 2025 with 57% ETF concentration.

CEODamon Christian Meyer

Portfolio Value: $277.6M
Positions: 68
Top Holding: IVV at 9.39%
Last Reported: Q3 2025

Address10809 Executive Center Drive, Suite 204, Little Rock, AR, 72211, United States

Top Holdings

Largest long holdings in Eley Financial Management, Inc's portfolio (47.5% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core S&P 500 ETF IVV	ETF ETF	$26.1M	9.39%	+$206.8K Bought	— 38.9K shares	Q4 2022 Held for 2y 11m
2 iShares Core U.S. Aggregate Bond AGG	ETF ETF	$25.4M	9.16%	+$501.6K Bought	— 253.7K shares	Q4 2022 Held for 2y 11m
3 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$15.9M	5.71%	+$101.5K Bought	— 243.0K shares	Q4 2022 Held for 2y 11m
4 iShares 3-7 Year Treasury Bond IEI	ETF ETF	$12.2M	4.41%	+$120.6K Bought	— 102.4K shares	Q4 2022 Held for 2y 11m
5 iShares 10+ Year Investment Grade Corporate Bond IGLB	ETF ETF	$10.3M	3.72%	+$281.4K Bought	— 200.4K shares	Q4 2023 Held for 1y 11m
6 Nvidia NVDA	Semiconductors Technology	$10.2M	3.67%	-$53.7K Sold	0.00% 54.6K shares	Q4 2022 Held for 2y 11m
7 Microsoft MSFT	Software - Infrastructure Technology	$8.5M	3.04%	-$123.3K Sold	0.00% 16.3K shares	Q4 2022 Held for 2y 11m
8 Apple AAPL	Consumer Electronics Technology	$8.2M	2.94%	+$18.6K Bought	0.00% 32.0K shares	Q4 2022 Held for 2y 11m
9 iShares 1-3 Year Treasury Bond SHY	ETF ETF	$7.9M	2.85%	+$379.6K Bought	— 95.4K shares	Q4 2022 Held for 2y 11m
10 Broadcom Inc. AVGO	Semiconductors Technology	$7.2M	2.60%	-$206.5K Sold	0.00% 21.9K shares	Q4 2022 Held for 2y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Eley Financial Management, Inc's latest filing

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Market Value

$277.6M

Prior: $260.5M

Q/Q Change

+6.57%

+$17.1M

Net Flows % of MV

-0.217%

Turnover Ratio

2.72%

New Purchases

3 stocks

$5.0M

Added To

31 stocks

+$2.2M

Sold Out Of

1 stocks

$6.1M

Reduced Holdings

30 stocks

-$1.8M

Increased Positions

Position	Shares Δ	Change
1 FISV Fiserv, Inc. Common Stock FISV	New	0 → 35.8K +$4.6M
2 ESGE iShares ESG Aware MSCI EM ETF ESGE	New	0 → 4.8K +$208.4K
3 Vanguard High Dividend Yield VYM	New	0 → 1.4K +$201.8K
4 iShares ESG Screened S&P Small-Cap ETF XJR	+7.9%	9.7K → 10.4K +$32.6K
5 iShares 1-3 Year Treasury Bond SHY	+5.04%	90.8K → 95.4K +$379.6K

Decreased Positions

Position	Shares Δ	Change
1 Fiserv FI	Sold	35.1K → 0 −$6.1M
2 Fidelity MSCI Health Care Index FHLC	-57.91%	9.9K → 4.2K −$385.2K
3 SCHZ Schwab US Aggregate Bond SCHZ	-7.82%	72.1K → 66.5K −$132.3K
4 Schwab U.S. Broad Market SCHB	-3.86%	69.5K → 66.8K −$69.0K
5 Schwab U.S. Small-Cap ETF SCHA	-3.75%	37.0K → 35.7K −$38.8K