Townsend Financial Planning, LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
Mt Sterling, KY
CIK
0002110688
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
29
103,342
IVV, AGG, IJH, IJR
13F-HR
4/28/2026
000211068826000002
Q4 2025
26
99,938
IVV, IJH, AGG, IJR
13F-HR
2/17/2026
000211068826000001