Gerald Baker Financial Group LLC
All 13F Filings
- Location
- Arlington, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 351,418
- Description
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- Website
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- Founded
- —
- 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 | 8/3/2026 | 126 | 351,418 | 13F-HR | Gerald Baker Financial Group LLC |
| Q1 2026 | 5/6/2026 | 114 | 315,736 | 13F-HR/A - RESTATEMENT | Gerald Baker Financial Group LLC |
| Q1 2026 | 5/5/2026 | 107 | 253,163 | 13F-HR | Gerald Baker Financial Group LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 191.7 K | 54.5% | 8.765 K | 0 | 8.765 K |
| ETFs | 159.7 K | 45.5% | 26.91 K | 0 | 26.91 K |
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Fund Snapshot
Q2 2026
Latest filed
8/3/2026
Total value ($000)
351,418
Holdings
126
QoQ value change ($000)
35,682
(11.3%)
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.