Mallini Complete Financial Planning LLC
All 13F Filings
- Location
- Gainesville, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 140,175
- 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 | 7/8/2026 | 70 | 140,175 | 13F-HR | Mallini Complete Financial Planning LLC |
| Q1 2026 | 4/13/2026 | 61 | 126,258 | 13F-HR | Mallini Complete Financial Planning LLC |
| Q4 2025 | 1/6/2026 | 62 | 124,411 | 13F-HR | Mallini Complete Financial Planning LLC |
| Q3 2025 | 10/20/2025 | 60 | 122,963 | 13F-HR | Mallini Complete Financial Planning LLC |
| Q2 2025 | 7/11/2025 | 60 | 79,123 | 13F-HR | Mallini Complete Financial Planning LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 9.355 K | 6.7% | 194 | 0 | 194 |
| ETFs | 116.9 K | 83.4% | 10.16 K | 0 | 10.16 K |
| Debt | 13.95 K | 9.9% | 3.563 K | 0 | 3.563 K |
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Fund Snapshot
Q2 2026
Latest filed
7/8/2026
Total value ($000)
140,175
Holdings
70
QoQ value change ($000)
13,917
(11.0%)
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.