Exeter Financial, LLC
All 13F Filings
- Location
- Scottsdale, AZ
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 235,129
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 1/7/2026 | 97 | 235,129 | 13F-HR | Exeter Financial, LLC |
| Q3 2025 | 10/6/2025 | 92 | 231,522 | 13F-HR | Exeter Financial, LLC |
| Q2 2025 | 7/16/2025 | 91 | 224,659 | 13F-HR | Exeter Financial, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 221.7 K | 94.3% | 2.58 K | 0 | 2.58 K |
| ETFs | 2.633 K | 1.1% | 534 | 0 | 534 |
| Debt | 10.83 K | 4.6% | 495 | 0 | 495 |
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Fund Snapshot
Q4 2025
Latest filed
1/7/2026
Total value ($000)
235,129
Holdings
97
QoQ value change ($000)
3,607
(1.6%)
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.