Wellment Financial
All 13F Filings
- Location
- Elmhurst, IL
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 92,939
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/28/2026 | 39 | 92,939 | 13F-HR | Wellment Financial |
| Q2 2026 | 7/23/2026 | 37 | 87,750 | 13F-HR | Wellment Financial |
| Q1 2026 | 4/28/2026 | 38 | 80,831 | 13F-HR | Wellment Financial |
| Q4 2025 | 1/27/2026 | 38 | 85,139 | 13F-HR | FSR Wealth Management Ltd. |
| Q3 2025 | 10/29/2025 | 34 | 84,458 | 13F-HR | FSR Wealth Management Ltd. |
| Q2 2025 | 7/31/2025 | 35 | 77,866 | 13F-HR | FSR Wealth Management Ltd. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 13.37 K | 14.4% | 876 | 0 | 876 |
| ETFs | 79.57 K | 85.6% | 4.312 K | 0 | 4.312 K |
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Fund Snapshot
Q3 2026
Latest filed
10/28/2026
Total value ($000)
92,939
Holdings
39
QoQ value change ($000)
5,189
(5.9%)
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.