Valtinson Bruner Financial Planning
$399M 13F equity value
195 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Valtinson Bruner Financial Planning covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| ICSH | ISHARES TR | 812,880 | $41M | 10.3% |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 663,198 | $24M | 6.1% |
| XTWY | BONDBLOXX ETF TRUST | 603,424 | $23M | 5.7% |
| EDV | VANGUARD WORLD FD | 335,469 | $22M | 5.5% |
| SPYM | SPDR SERIES TRUST | 231,448 | $20M | 5.1% |
| VUSB | VANGUARD BD INDEX FDS | 331,292 | $16M | 4.1% |
| SPYV | SPDR SERIES TRUST | 265,947 | $16M | 4.1% |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | 405,747 | $16M | 4.0% |
| HWKN | HAWKINS INC | 86,525 | $12M | 3.1% |
| SPDW | SPDR INDEX SHS FDS | 236,479 | $12M | 3.0% |
Track Valtinson Bruner Financial Planning's 13F portfolio: $399M in reported holdings, 195 positions. Top holdings and quarterly changes on SentiSense.
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