Frisco Financial Planning LLC
All 13F Filings
- Location
- Frisco, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 132,691
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 7/2/2026 | 29 | 132,691 | 13F-HR | Frisco Financial Planning LLC |
| Q1 2026 | 5/12/2026 | 29 | 121,233 | 13F-HR | Frisco Financial Planning LLC |
| Q4 2025 | 5/12/2026 | 26 | 119,649 | 13F-HR | Frisco Financial Planning LLC |
| Q3 2025 | 5/12/2026 | 26 | 117,190 | 13F-HR | Frisco Financial Planning LLC |
| Q2 2025 | 5/12/2026 | 20 | 109,930 | 13F-HR | Frisco Financial Planning LLC |
| Q1 2025 | 5/12/2026 | 20 | 103,161 | 13F-HR | Frisco Financial Planning LLC |
| Q4 2024 | 5/12/2026 | 18 | 101,192 | 13F-HR | Frisco Financial Planning LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 285 | 0.2% | 23 | 0 | 23 |
| ETFs | 132.4 K | 99.8% | 11.44 K | 0 | 11.44 K |
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Fund Snapshot
Q2 2026
Latest filed
7/2/2026
Total value ($000)
132,691
Holdings
29
QoQ value change ($000)
11,458
(9.5%)
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.