Brendel Financial Advisors LLC
All 13F Filings
- Location
- Hanover, NH
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 202,099
- 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 | 4/15/2026 | 95 | 202,099 | 13F-HR | Brendel Financial Advisors LLC |
| Q4 2025 | 1/26/2026 | 100 | 203,354 | 13F-HR | Brendel Financial Advisors LLC |
| Q3 2025 | 10/20/2025 | 102 | 194,756 | 13F-HR | Brendel Financial Advisors LLC |
| Q2 2025 | 7/11/2025 | 101 | 178,516 | 13F-HR | Brendel Financial Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 184.6 K | 91.3% | 0 | 11.15 K | -11.15 K |
| ETFs | 17.52 K | 8.7% | 9.894 K | 0 | 9.894 K |
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Fund Snapshot
Q1 2026
Latest filed
4/15/2026
Total value ($000)
202,099
Holdings
95
QoQ value change ($000)
-1,255
(-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.