Menard Financial Group LLC
All 13F Filings
- Location
- Houston, TX
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 145,645
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 139 K | 95.4% | 0 | 2.837 K | -2.837 K |
| ETFs | 4.758 K | 3.3% | 0 | 176 | -176 |
| Other | 1.902 K | 1.3% | 0 | 88 | -88 |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
145,645
Holdings
80
QoQ value change ($000)
-3,102
(-2.1%)
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.