Investments & Financial Planning, LLC
All 13F Filings
- Location
- Lexington, KY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 211,181
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/12/2026 | 40 | 211,181 | 13F-HR | Investments & Financial Planning, LLC |
| Q1 2026 | 5/11/2026 | 36 | 183,685 | 13F-HR | Investments & Financial Planning, LLC |
| Q4 2025 | 2/23/2026 | 37 | 186,338 | 13F-HR | Investments & Financial Planning, LLC |
| Q3 2025 | 11/13/2025 | 37 | 185,105 | 13F-HR | Investments & Financial Planning, LLC |
| Q2 2025 | 8/12/2025 | 37 | 173,625 | 13F-HR | Investments & Financial Planning, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 11.2 K | 5.3% | 1.785 K | 0 | 1.785 K |
| ETFs | 200 K | 94.7% | 25.71 K | 0 | 25.71 K |
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Fund Snapshot
Q2 2026
Latest filed
8/12/2026
Total value ($000)
211,181
Holdings
40
QoQ value change ($000)
27,496
(15.0%)
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.