Keener Financial Planning LLC
All 13F Filings
- Location
- Keller, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 279,554
- Description
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- Website
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- 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 | 7/31/2026 | 61 | 279,554 | 13F-HR | Keener Financial Planning LLC |
| Q1 2026 | 5/1/2026 | 58 | 237,919 | 13F-HR | Keener Financial Planning LLC |
| Q4 2025 | 1/23/2026 | 58 | 231,397 | 13F-HR | Keener Financial Planning LLC |
| Q3 2025 | 11/7/2025 | 227 | 215,599 | 13F-HR | Keener Financial Planning LLC |
| Q2 2025 | 7/25/2025 | 219 | 200,580 | 13F-HR | Keener Financial Planning LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 13.82 K | 4.9% | 607 | 0 | 607 |
| ETFs | 265.4 K | 94.9% | 41.03 K | 0 | 41.03 K |
| Debt | 347 | 0.1% | 0 | 3 | -3 |
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Fund Snapshot
Q2 2026
Latest filed
7/31/2026
Total value ($000)
279,554
Holdings
61
QoQ value change ($000)
41,635
(17.5%)
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.