FLOYD FINANCIAL GROUP LLC
All 13F Filings
- Location
- Springfield, MO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 153,149
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/22/2026 | 65 | 153,149 | 13F-HR | FLOYD FINANCIAL GROUP LLC |
| Q1 2026 | 4/24/2026 | 68 | 149,992 | 13F-HR | FLOYD FINANCIAL GROUP LLC |
| Q4 2025 | 2/24/2026 | 69 | 147,788 | 13F-HR | FLOYD FINANCIAL GROUP LLC |
| Q3 2025 | 10/29/2025 | 60 | 135,020 | 13F-HR | FLOYD FINANCIAL GROUP LLC |
| Q2 2025 | 7/15/2025 | 51 | 108,238 | 13F-HR | FLOYD FINANCIAL GROUP LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 76.22 K | 49.8% | 0 | 6.264 K | -6.264 K |
| ETFs | 76.93 K | 50.2% | 9.423 K | 0 | 9.423 K |
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Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
153,149
Holdings
65
QoQ value change ($000)
3,157
(2.1%)
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.