Worthington Financial Partners, LLC
All 13F Filings
- Location
- Worthington, OH
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 118,232
- 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 | 10/13/2026 | 98 | 118,232 | 13F-HR | Worthington Financial Partners, LLC |
| Q2 2026 | 7/21/2026 | 99 | 120,791 | 13F-HR | Worthington Financial Partners, LLC |
| Q1 2026 | 4/21/2026 | 105 | 116,398 | 13F-HR | Worthington Financial Partners, LLC |
| Q4 2025 | 3/5/2026 | 96 | 112,956 | 13F-HR | Worthington Financial Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 97.36 K | 82.3% | 0 | 1.67 K | -1.67 K |
| ETFs | 20.88 K | 17.7% | 0 | 887 | -887 |
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Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
118,232
Holdings
98
QoQ value change ($000)
-2,559
(-2.1%)
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.