Keener Financial Planning LLC
All 13F Filings
- Location
- Keller, TX
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 231,397
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 1/23/2026 | 58 | 231,397 | 13F-HR | Keener Financial Planning LLC |
| Q3 2025 | 11/7/2025 | 227 | 215,599 | 13F-HR | Keener Financial Planning LLC |
| Q2 2025 | 7/25/2025 | 219 | 200,580 | 13F-HR | Keener Financial Planning LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 193.8 K | 83.7% | 14.78 K | 0 | 14.78 K |
| ETFs | 37.28 K | 16.1% | 1.037 K | 0 | 1.037 K |
| Debt | 357 | 0.2% | 249 | 0 | 249 |
| Other | 0 | 0.0% | 0 | 240 | -240 |
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Fund Snapshot
Q4 2025
Latest filed
1/23/2026
Total value ($000)
231,397
Holdings
58
QoQ value change ($000)
15,798
(7.3%)
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.