CFC Planning Co LLC
All 13F Filings
- Location
- Cicero, IN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 140,143
- Description
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- Website
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- Founded
- —
- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/24/2026 | 72 | 140,143 | 13F-HR | CFC Planning Co LLC |
| 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):
1.561 K
(1.1% of total reported value)
· QoQ Δ:
-144
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 115.7 K | 83.5% | 0 | 7.056 K | -7.056 K |
| ETFs | 22.93 K | 16.5% | 15.65 K | 0 | 15.65 K |
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Fund Snapshot
Q1 2026
Latest filed
4/24/2026
Total value ($000)
140,143
Holdings
72
QoQ value change ($000)
8,455
(6.4%)
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.