Mallini Complete Financial Planning LLC
All 13F Filings
- Location
- Gainesville, FL
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 142,674
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/6/2026 | 72 | 142,674 | 13F-HR | Mallini Complete Financial Planning LLC |
| 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 | 9.876 K | 6.9% | 521 | 0 | 521 |
| ETFs | 116.1 K | 81.4% | 0 | 778 | -778 |
| Debt | 16.7 K | 11.7% | 2.758 K | 0 | 2.758 K |
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Fund Snapshot
Q3 2026
Latest filed
10/6/2026
Total value ($000)
142,674
Holdings
72
QoQ value change ($000)
2,499
(1.8%)
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.