Partners in Financial Planning
All 13F Filings
- Location
- Salem, VA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 590,600
- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 2/2/2026 | 115 | 590,600 | 13F-HR | Partners in Financial Planning |
| Q3 2025 | 11/10/2025 | 115 | 578,479 | 13F-HR | Partners in Financial Planning |
| Q2 2025 | 8/4/2025 | 107 | 542,290 | 13F-HR | Partners in Financial Planning |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 238 K | 40.3% | 5.56 K | 0 | 5.56 K |
| ETFs | 316 K | 53.5% | 5.953 K | 0 | 5.953 K |
| Debt | 36.68 K | 6.2% | 605 | 0 | 605 |
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Fund Snapshot
Q4 2025
Latest filed
2/2/2026
Total value ($000)
590,600
Holdings
115
QoQ value change ($000)
12,121
(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.