Willow Financial LLC
All 13F Filings
- Location
- Rogers, AR
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 98,700
- Description
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- Website
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- Founded
- —
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/21/2026 | 37 | 98,700 | 13F-HR | Willow Financial LLC |
| Q4 2025 | 4/21/2026 | 40 | 98,350 | 13F-HR | Willow Financial LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 32.18 K | 32.6% | 7.404 K | 0 | 7.404 K |
| ETFs | 66.52 K | 67.4% | 0 | 7.055 K | -7.055 K |
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Fund Snapshot
Q1 2026
Latest filed
4/21/2026
Total value ($000)
98,700
Holdings
37
QoQ value change ($000)
350
(0.4%)
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.