Schorn Wealth LLC
All 13F Filings
- Location
- Englewood, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 382,327
- 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 |
|---|---|---|---|---|---|
| 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 | 136.1 K | 35.6% | 1.704 K | 0 | 1.704 K |
| ETFs | 246.2 K | 64.4% | 49.52 K | 0 | 49.52 K |
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Fund Snapshot
Q2 2026
Latest filed
7/31/2026
Total value ($000)
382,327
Holdings
80
QoQ value change ($000)
51,226
(15.5%)
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.