Fee-Only Financial Planning, L.C.
All 13F Filings
- Location
- Okatie, SC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 186,601
- Description
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/29/2026 | 45 | 186,601 | 13F-HR | Fee-Only Financial Planning, L.C. |
| Q1 2026 | 4/28/2026 | 43 | 165,651 | 13F-HR | Fee-Only Financial Planning, L.C. |
| Q4 2025 | 1/26/2026 | 42 | 171,538 | 13F-HR | Fee-Only Financial Planning, L.C. |
| Q3 2025 | 10/27/2025 | 42 | 171,406 | 13F-HR | Fee-Only Financial Planning, L.C. |
| Q2 2025 | 7/17/2025 | 41 | 161,538 | 13F-HR | Fee-Only Financial Planning, L.C. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 11.73 K | 6.3% | 97 | 0 | 97 |
| ETFs | 174.9 K | 93.7% | 20.85 K | 0 | 20.85 K |
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Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
186,601
Holdings
45
QoQ value change ($000)
20,950
(12.6%)
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.