Valtinson Bruner Financial Planning
$404M 13F equity value
194 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Valtinson Bruner Financial Planning covers the quarter ended September 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 | 741,098 | $37M | 9.3% |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 694,414 | $26M | 6.4% |
| SPYM | SPDR SERIES TRUST | 246,238 | $22M | 5.5% |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | 421,321 | $17M | 4.2% |
| SPYV | SPDR SERIES TRUST | 278,947 | $17M | 4.2% |
| XTWY | BONDBLOXX ETF TRUST | 486,570 | $16M | 4.0% |
| VUSB | VANGUARD BD INDEX FDS | 317,333 | $16M | 3.9% |
| EDV | VANGUARD WORLD FD | 277,626 | $15M | 3.8% |
| SPDW | SPDR INDEX SHS FDS | 260,505 | $13M | 3.2% |
| SPEM | SPDR INDEX SHS FDS | 217,480 | $11M | 2.8% |
Track Valtinson Bruner Financial Planning's 13F portfolio: $404M in reported holdings, 194 positions. Top holdings and quarterly changes on SentiSense.
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