Financial Plan, Inc.
All 13F Filings
- Location
- Bellingham, WA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,054,006
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 95 | 1,054,006 | 13F-HR | Financial Plan, Inc. |
| Q1 2026 | 4/24/2026 | 94 | 932,938 | 13F-HR | Financial Plan, Inc. |
| Q4 2025 | 1/28/2026 | 94 | 871,073 | 13F-HR | Financial Plan, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 32.81 K | 3.1% | 4.787 K | 0 | 4.787 K |
| ETFs | 1.016 M | 96.4% | 116.6 K | 0 | 116.6 K |
| Debt | 5.607 K | 0.5% | 0 | 328 | -328 |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
1,054,006
Holdings
95
QoQ value change ($000)
121,068
(13.0%)
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.