Schorn Wealth LLC
All 13F Filings
- Location
- Englewood, FL
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 388,735
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/14/2026 | 79 | 388,735 | 13F-HR | Schorn Wealth LLC |
| Q2 2026 | 7/31/2026 | 80 | 382,327 | 13F-HR | Schorn Wealth LLC |
| Q1 2026 | 4/27/2026 | 76 | 331,101 | 13F-HR | Fiduciary Planning LLC |
| Q4 2025 | 1/22/2026 | 75 | 329,487 | 13F-HR | Fiduciary Planning LLC |
| Q3 2025 | 10/15/2025 | 83 | 327,144 | 13F-HR | Fiduciary Planning LLC |
| Q2 2025 | 7/30/2025 | 77 | 302,310 | 13F-HR | Fiduciary Planning LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 144.5 K | 37.2% | 8.427 K | 0 | 8.427 K |
| ETFs | 244.2 K | 62.8% | 0 | 2.015 K | -2.015 K |
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Fund Snapshot
Q3 2026
Latest filed
10/14/2026
Total value ($000)
388,735
Holdings
79
QoQ value change ($000)
6,408
(1.7%)
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.