Flaharty Asset Management, LLC
All 13F Filings
- Location
- Clearwater, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 805,532
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 | 5/4/2026 | 133 | 805,532 | 13F-HR | Flaharty Asset Management, LLC |
| Q4 2025 | 2/6/2026 | 141 | 800,727 | 13F-HR | Flaharty Asset Management, LLC |
| Q3 2025 | 11/4/2025 | 130 | 787,057 | 13F-HR | Flaharty Asset Management, LLC |
| Q2 2025 | 11/10/2025 | 129 | 731,055 | 13F-HR/A - RESTATEMENT | Flaharty Asset Management, LLC |
| Q2 2025 | 8/8/2025 | 339 | 485,426 | 13F-HR | Flaharty Asset Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 175.7 K | 21.8% | 0 | 346.4 K | -346.4 K |
| ETFs | 565.4 K | 70.2% | 351.1 K | 0 | 351.1 K |
| Debt | 64.41 K | 8.0% | 196 | 0 | 196 |
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Fund Snapshot
Q1 2026
Latest filed
5/4/2026
Total value ($000)
805,532
Holdings
133
QoQ value change ($000)
4,805
(0.6%)
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.