Schuylkill Financial LLC

All 13F Filings

Location
Wyomissing, PA
Most recent 13F
Q3 2026
Holdings value ($000)
101,949
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
Q3 2026 10/21/2026 66 101,949 13F-HR Schuylkill Financial LLC
Q2 2026 8/7/2026 66 108,179 13F-HR Schuylkill Financial LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 20.82 K 20.4% 0 20 -20
ETFs 77.97 K 76.5% 0 6.25 K -6.25 K
Debt 3.163 K 3.1% 40 0 40
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Fund Snapshot

Q3 2026
Latest filed
10/21/2026
Total value ($000)
101,949
Holdings
66
QoQ value change ($000)
-6,230 (-5.8%)
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.