Menard Financial Group LLC
All 13F Filings
- Location
- Houston, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 183,723
- 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 | 8/7/2026 | 80 | 183,723 | 13F-HR | Menard Financial Group LLC |
| Q1 2026 | 5/14/2026 | 82 | 143,110 | 13F-HR | Menard Financial Group LLC |
| Q4 2025 | 2/13/2026 | 80 | 145,645 | 13F-HR | Menard Financial Group LLC |
| Q3 2025 | 11/14/2025 | 82 | 148,747 | 13F-HR | Menard Financial Group LLC |
| Q2 2025 | 8/13/2025 | 93 | 168,360 | 13F-HR | Menard Financial Group LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 152.8 K | 83.2% | 28.86 K | 0 | 28.86 K |
| ETFs | 30.91 K | 16.8% | 11.75 K | 0 | 11.75 K |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
183,723
Holdings
80
QoQ value change ($000)
40,613
(28.4%)
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.