CFC Planning Co LLC
All 13F Filings
- Location
- Cicero, IN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 131,688
- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 1/30/2026 | 72 | 131,688 | 13F-HR | CFC Planning Co LLC |
| Q3 2025 | 10/29/2025 | 94 | 121,835 | 13F-HR | CFC Planning Co LLC |
| Q2 2025 | 8/12/2025 | 88 | 105,960 | 13F-HR | CFC Planning Co LLC |
| Q1 2025 | 9/23/2025 | 81 | 93,445 | 13F-HR/A - NEW HOLDINGS | CFC Planning Co LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
1.705 K
(1.3% of total reported value)
· QoQ Δ:
-1.148 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 122.7 K | 94.4% | 7.88 K | 0 | 7.88 K |
| ETFs | 7.279 K | 5.6% | 3.123 K | 0 | 3.123 K |
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Fund Snapshot
Q4 2025
Latest filed
1/30/2026
Total value ($000)
131,688
Holdings
72
QoQ value change ($000)
9,853
(8.1%)
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.