Townsend Financial Planning, LLC

13F Portfolio Filings

Most recent 13F
Q4 2025
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
Q4 2025 26 99,938 IVV, IJH, AGG, IJR 13F-HR 2/17/2026 000211068826000001