Targeted Financial Services LLC
All 13F Filings
- Location
- Seminole, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 121,914
- 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 | 4/15/2026 | 54 | 121,914 | 13F-HR | Targeted Financial Services LLC |
| Q4 2025 | 3/3/2026 | 52 | 116,078 | 13F-HR | Targeted Financial Services LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 26.02 K | 21.3% | 0 | 63.47 K | -63.47 K |
| ETFs | 95.89 K | 78.7% | 70.27 K | 0 | 70.27 K |
| Other | 0 | 0.0% | 0 | 967 | -967 |
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Fund Snapshot
Q1 2026
Latest filed
4/15/2026
Total value ($000)
121,914
Holdings
54
QoQ value change ($000)
5,836
(5.0%)
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.