Intrepid Financial Planning Group LLC: 13F holdings
CIK 16412962026Q2
| Positions | 135 |
|---|---|
| Reported value | $294.2m |
| Filed | 2026-08-12 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 41,826 | $31.3m | 10.6% |
| SPY STATE STR SPDR S&P 500 ETF T | 27,923 | $20.9m | 7.1% |
| IWF ISHARES TR | 134,146 | $16.7m | 5.7% |
| AB ACTIVE ETFS INC | 109,732 | $16.3m | 5.5% |
| CALAMOS ETF TR | 404,833 | $11.0m | 3.7% |
| AAPL APPLE INC | 35,792 | $10.4m | 3.5% |
| LLY ELI LILLY & CO | 7,991 | $9.6m | 3.3% |
| AB ACTIVE ETFS INC | 113,193 | $9.0m | 3.1% |
| JEPI J P MORGAN EXCHANGE TRADED F | 133,479 | $7.5m | 2.6% |
| MRVL MARVELL TECHNOLOGY INC | 24,500 | $7.3m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1641296")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.