Townsend Financial Planning, LLC
All 13F Filings
- Location
- Mt Sterling, KY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 114,719
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 8/6/2026 | 30 | 114,719 | 13F-HR | Townsend Financial Planning, LLC |
| Q1 2026 | 4/28/2026 | 29 | 103,342 | 13F-HR | Townsend Financial Planning, LLC |
| Q4 2025 | 2/17/2026 | 26 | 99,938 | 13F-HR | Townsend Financial Planning, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 4.165 K | 3.6% | 70 | 0 | 70 |
| ETFs | 110 K | 95.9% | 11.31 K | 0 | 11.31 K |
| Debt | 521 | 0.5% | 0 | 1 | -1 |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
114,719
Holdings
30
QoQ value change ($000)
11,377
(11.0%)
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.