Intrepid Financial Planning Group LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ISHARES TR | $29.48M | 11.2% |
| SPDR S&P 500 ETF TR | $19.79M | 7.5% |
| ISHARES TR | $16.31M | 6.2% |
| Apple Inc. | $10.10M | 3.8% |
| AB ACTIVE ETFS INC | $9.78M | 3.7% |
| AB ACTIVE ETFS INC | $9.33M | 3.5% |
| ELI LILLY & Co | $8.50M | 3.2% |
| J P MORGAN EXCHANGE TRADED | $7.93M | 3.0% |
| JPMORGAN CHASE & CO | $7.15M | 2.7% |
| INVESCO EXCHANGE TRADED FD | $6.70M | 2.5% |
| INVESCO EXCH TRADED FD TR | $6.62M | 2.5% |
| Palantir Technologies Inc | $6.37M | 2.4% |
| J P MORGAN EXCHANGE TRADED | $5.65M | 2.1% |
| CALAMOS ETF TR | $5.61M | 2.1% |
| SPDR S&P MIDCAP 400 ETF TR | $4.65M | 1.8% |
| SPDR SERIES TRUST | $4.02M | 1.5% |
| SELECT SECTOR SPDR TR | $3.94M | 1.5% |
| Amazon.com Inc | $3.74M | 1.4% |
| ISHARES TR | $3.68M | 1.4% |
| Visa Inc | $3.54M | 1.3% |
| ISHARES TR | $3.27M | 1.2% |
| SPDR SERIES TRUST | $3.22M | 1.2% |
| MICROSOFT CORP | $3.00M | 1.1% |
| ARK ETF TR | $2.71M | 1.0% |
| SPDR DOW JONES INDL AVERAGE | $2.48M | 0.9% |
| ISHARES TR | $2.32M | 0.9% |
| SELECT SECTOR SPDR TR | $2.27M | 0.9% |
| Northwest Bancshares, Inc. | $2.25M | 0.9% |
| ISHARES TR | $2.09M | 0.8% |
| Marvell Technology, Inc. | $2.06M | 0.8% |
| Broadcom Inc. | $2.06M | 0.8% |
| ADVANCED MICRO DEVICES INC | $1.98M | 0.8% |
| Blackstone Inc | $1.95M | 0.7% |
| CALAMOS ETF TR | $1.93M | 0.7% |
| JOHNSON & JOHNSON | $1.89M | 0.7% |
| SELECT SECTOR SPDR TR | $1.85M | 0.7% |
| ISHARES TR | $1.76M | 0.7% |
| ISHARES TR | $1.70M | 0.6% |
| ISHARES TR | $1.65M | 0.6% |
| ISHARES TR | $1.57M | 0.6% |
| ISHARES TR | $1.55M | 0.6% |
| MANAGED PORTFOLIO SERIES | $1.53M | 0.6% |
| GLOBAL X FDS | $1.52M | 0.6% |
| J P MORGAN EXCHANGE TRADED | $1.52M | 0.6% |
| Dell Technologies Inc. | $1.43M | 0.5% |
| BANK OF AMERICA CORP /DE | $1.36M | 0.5% |
| NVIDIA Corp | $1.34M | 0.5% |
| SPDR SERIES TRUST | $1.30M | 0.5% |
| SELECT SECTOR SPDR TR | $1.26M | 0.5% |
| GLOBAL X FDS | $1.23M | 0.5% |