Financial Planning Fort Collins, LLC
All 13F Filings
- Location
- Fort Collins, CO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 132,024
- 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 | 7/10/2026 | 33 | 132,024 | 13F-HR | Financial Planning Fort Collins, LLC |
| Q1 2026 | 4/27/2026 | 33 | 133,391 | 13F-HR | Financial Planning Fort Collins, LLC |
| Q4 2025 | 2/18/2026 | 30 | 113,885 | 13F-HR | Financial Planning Fort Collins, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
5.333 K
(4.0% of total reported value)
· QoQ Δ:
-145
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 29.89 K | 23.6% | 0 | 484 | -484 |
| ETFs | 96.8 K | 76.4% | 0 | 742 | -742 |
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Fund Snapshot
Q2 2026
Latest filed
7/10/2026
Total value ($000)
132,024
Holdings
33
QoQ value change ($000)
-1,367
(-1.0%)
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.