Investments & Financial Planning, LLC
All 13F Filings
- Location
- Lexington, KY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 183,685
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 9.418 K | 5.1% | 0 | 69.97 K | -69.97 K |
| ETFs | 174.3 K | 94.9% | 67.32 K | 0 | 67.32 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
5/11/2026
Total value ($000)
183,685
Holdings
36
QoQ value change ($000)
-2,653
(-1.4%)
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.