McCarley & Cook Financial Planners
All 13F Filings
- Location
- Cincinnati, OH
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 131,899
- 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 | 10/21/2026 | 275 | 131,899 | 13F-HR | McCarley & Cook Financial Planners |
| Q2 2026 | 10/21/2026 | 262 | 128,900 | 13F-HR | McCarley & Cook Financial Planners |
| Q1 2026 | 10/21/2026 | 277 | 115,709 | 13F-HR | McCarley & Cook Financial Planners |
| Q4 2025 | 10/21/2026 | 294 | 110,793 | 13F-HR | McCarley & Cook Financial Planners |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 9.706 K | 7.4% | 117 | 0 | 117 |
| ETFs | 122.2 K | 92.6% | 2.872 K | 0 | 2.872 K |
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Fund Snapshot
Q3 2026
Latest filed
10/21/2026
Total value ($000)
131,899
Holdings
275
QoQ value change ($000)
2,999
(2.3%)
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.