Valtinson Bruner Financial Planning LLC: 13F holdings
CIK 17614502026Q2
| Positions | 189 |
|---|---|
| Reported value | $399.1m |
| Filed | 2026-08-03 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| ICSH ISHARES TR | 812,880 | $41.1m | 10.3% |
| BUFR FIRST TR EXCHNG TRADED FD VI | 663,198 | $24.2m | 6.1% |
| BONDBLOXX ETF TRUST | 603,424 | $22.6m | 5.7% |
| EDV VANGUARD WORLD FD | 335,469 | $21.8m | 5.5% |
| SPYM SPDR SERIES TRUST | 231,448 | $20.3m | 5.1% |
| VUSB VANGUARD BD INDEX FDS | 331,292 | $16.5m | 4.1% |
| SPYV SPDR SERIES TRUST | 265,947 | $16.2m | 4.1% |
| FDP FIRST TR EXCHNG TRADED FD VI | 405,747 | $15.9m | 4.0% |
| HWKN HAWKINS INC | 86,525 | $12.3m | 3.1% |
| EWU SPDR INDEX SHS FDS | 236,479 | $11.9m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1761450")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.