Game Plan Financial Advisors, LLC

All 13F Filings

Location
Westlake, OH
Most recent 13F
Q2 2026
Holdings value ($000)
269,175
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
Q2 2026 8/7/2026 465 269,175 13F-HR Game Plan Financial Advisors, LLC
Q1 2026 4/23/2026 348 222,225 13F-HR Game Plan Financial Advisors, LLC
Q4 2025 1/14/2026 368 248,704 13F-HR Game Plan Financial Advisors, LLC
Q3 2025 10/29/2025 355 241,374 13F-HR Game Plan Financial Advisors, LLC
Q2 2025 7/24/2025 365 228,868 13F-HR Game Plan Financial Advisors, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 143.8 K 53.4% 25.19 K 0 25.19 K
ETFs 105.7 K 39.3% 9.716 K 0 9.716 K
Debt 19.6 K 7.3% 12.04 K 0 12.04 K
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Fund Snapshot

Q2 2026
Latest filed
8/7/2026
Total value ($000)
269,175
Holdings
465
QoQ value change ($000)
46,950 (21.1%)
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.