PFS Partners, LLC
All 13F Filings
- Location
- Mine Hill, NJ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 246,982
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/20/2026 | 599 | 246,982 | 13F-HR | PFS Partners, LLC |
| Q1 2026 | 4/9/2026 | 590 | 218,150 | 13F-HR | PFS Partners, LLC |
| Q4 2025 | 1/16/2026 | 591 | 218,567 | 13F-HR | PFS Partners, LLC |
| Q3 2025 | 10/16/2025 | 561 | 210,248 | 13F-HR | PFS Partners, LLC |
| Q2 2025 | 7/16/2025 | 506 | 198,541 | 13F-HR | PFS Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 175.8 K | 72.5% | 21.31 K | 0 | 21.31 K |
| ETFs | 66.57 K | 27.5% | 7.227 K | 0 | 7.227 K |
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Fund Snapshot
Q2 2026
Latest filed
7/20/2026
Total value ($000)
246,982
Holdings
599
QoQ value change ($000)
28,832
(13.2%)
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.