Stiles Financial Services Inc
All 13F Filings
- Location
- Edina, MN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 324,829
- 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 | 2/3/2026 | 172 | 324,829 | 13F-HR | Stiles Financial Services Inc |
| Q3 2025 | 10/30/2025 | 176 | 317,145 | 13F-HR | Stiles Financial Services Inc |
| Q2 2025 | 7/24/2025 | 175 | 289,521 | 13F-HR | Stiles Financial Services Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 319.7 K | 98.4% | 6.244 K | 0 | 6.244 K |
| ETFs | 3.781 K | 1.2% | 127 | 0 | 127 |
| Debt | 1.31 K | 0.4% | 1.31 K | 0 | 1.31 K |
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Fund Snapshot
Q4 2025
Latest filed
2/3/2026
Total value ($000)
324,829
Holdings
172
QoQ value change ($000)
7,684
(2.4%)
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.