Financially Speaking Inc
All 13F Filings
- Location
- Greenwood Village, CO
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 20,594
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/7/2026 | 114 | 20,594 | 13F-HR | Financially Speaking Inc |
| Q4 2025 | 2/10/2026 | 168 | 154,564 | 13F-HR | Financially Speaking Inc |
| Q3 2025 | 11/6/2025 | 169 | 152,242 | 13F-HR | Financially Speaking Inc |
| Q2 2025 | 8/7/2025 | 164 | 151,976 | 13F-HR | Financially Speaking Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 4.668 K | 22.7% | 0 | 149.9 K | -149.9 K |
| ETFs | 15.93 K | 77.3% | 15.93 K | 0 | 15.93 K |
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Fund Snapshot
Q1 2026
Latest filed
4/7/2026
Total value ($000)
20,594
Holdings
114
QoQ value change ($000)
-133,970
(-86.7%)
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.