Townsend Financial Planning, LLC
All 13F Filings
- Location
- Mt Sterling, KY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 103,342
- 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 |
|---|---|---|---|---|---|
| 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 | 4.095 K | 4.0% | 0 | 28.19 K | -28.19 K |
| ETFs | 98.73 K | 95.5% | 37.8 K | 0 | 37.8 K |
| Debt | 522 | 0.5% | 0 | 4 | -4 |
| Other | 0 | 0.0% | 0 | 6.199 K | -6.199 K |
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Fund Snapshot
Q1 2026
Latest filed
4/28/2026
Total value ($000)
103,342
Holdings
29
QoQ value change ($000)
3,404
(3.4%)
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.