Hansen & Associates Financial Group, Inc.

All 13F Filings

Location
Roseville, CA
Most recent 13F
Q2 2026
Holdings value ($000)
174,476
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 7/20/2026 45 174,476 13F-HR Hansen & Associates Financial Group, Inc.
Q1 2026 5/11/2026 42 185,786 13F-HR Hansen & Associates Financial Group, Inc.
Q4 2025 2/17/2026 46 183,026 13F-HR Hansen & Associates Financial Group, Inc.
Q3 2025 11/14/2025 43 238,771 13F-HR Hansen & Associates Financial Group, Inc.
Q2 2025 7/17/2025 15 184,225 13F-HR Hansen & Associates Financial Group, Inc.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 60.61 K 34.7% 0 4.374 K -4.374 K
ETFs 113.9 K 65.3% 0 6.934 K -6.934 K
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Fund Snapshot

Q2 2026
Latest filed
7/20/2026
Total value ($000)
174,476
Holdings
45
QoQ value change ($000)
-11,310 (-6.1%)
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.