Kroeger Financial Partners
All 13F Filings
- Location
- Grass Valley, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 103,479
- Description
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- Website
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- Founded
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- Chairman
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- 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 | 7/27/2026 | 141 | 103,479 | 13F-HR | Kroeger Financial Partners |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 7.548 K | 7.3% | 7.548 K | 0 | 7.548 K |
| ETFs | 95.93 K | 92.7% | 95.93 K | 0 | 95.93 K |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
103,479
Holdings
141
QoQ value change ($000)
—
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.