CSP Financial Group, LLC
All 13F Filings
- Location
- Scottsdale, AZ
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 99,262
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/26/2026 | 23 | 99,262 | 13F-HR | CSP Financial Group, LLC |
| Q2 2026 | 7/27/2026 | 24 | 117,342 | 13F-HR | CSP Financial Group, LLC |
| Q1 2026 | 5/8/2026 | 20 | 97,679 | 13F-HR | CSP Financial Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.732 K | 1.7% | 409 | 0 | 409 |
| ETFs | 97.53 K | 98.3% | 0 | 18.49 K | -18.49 K |
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Fund Snapshot
Q3 2026
Latest filed
10/26/2026
Total value ($000)
99,262
Holdings
23
QoQ value change ($000)
-18,080
(-15.4%)
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.