Prota Financial, LLC
All 13F Filings
- Location
- Houston, TX
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 156,512
- 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 | 10/8/2026 | 69 | 156,512 | 13F-HR | Prota Financial, LLC |
| Q2 2026 | 7/7/2026 | 70 | 151,905 | 13F-HR | Prota Financial, LLC |
| Q1 2026 | 4/9/2026 | 67 | 138,001 | 13F-HR | Prota Financial, LLC |
| Q4 2025 | 4/9/2026 | 67 | 138,843 | 13F-HR | Prota Financial, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 43.92 K | 28.1% | 0 | 230 | -230 |
| ETFs | 112.6 K | 71.9% | 4.833 K | 0 | 4.833 K |
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Fund Snapshot
Q3 2026
Latest filed
10/8/2026
Total value ($000)
156,512
Holdings
69
QoQ value change ($000)
4,607
(3.0%)
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.