13F Filings History of Townsend Financial Planning, LLC

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$99,938,471
Signature - Title
Melody Townsend - President and Chief Compliance Officer
Location
Mt Sterling, KY
Summary
This page shows a list of all the recent 13F filings made by Townsend Financial Planning, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Townsend Financial Planning, LLC reported 26 stock holdings with total value $99,938,471 as of Q4 2025. Top holdings included IVV, IJH, AGG, IJR, and IUSV.

Notify me when Townsend Financial Planning, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 26 $99,938,471 $0 $0 $0 IVV, IJH, AGG, IJR, IUSV 13F-HR 17 Feb 2026, 13:59