Mallini Complete Financial Planning LLC
All 13F Filings
- Location
- Gainesville, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 126,258
- 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 | 4/13/2026 | 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 | 9.161 K | 7.3% | 471 | 0 | 471 |
| ETFs | 106.7 K | 84.5% | 2.75 K | 0 | 2.75 K |
| Debt | 10.38 K | 8.2% | 0 | 1.371 K | -1.371 K |
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Fund Snapshot
Q1 2026
Latest filed
4/13/2026
Total value ($000)
126,258
Holdings
61
QoQ value change ($000)
1,847
(1.5%)
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.