Institutions / Valtinson Bruner Financial Planning LLC

Valtinson Bruner Financial Planning LLC

CIK 1761450 · Institution · as of Dec 31, 2025

Portfolio value

$347.58M

Positions

164

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 164 →

Company	Class	Value	Shares	% of portfolio
iShares Tr	—	$36.98M	731,069	10.6%
Bondbloxx ETF Trust	—	$20.88M	551,871	6.0%
Vanguard World Fd	—	$20.78M	319,639	6.0%
First Tr Exchng Traded Fd VI	—	$19.66M	573,706	5.7%
SPDR Series Trust	—	$17.47M	217,816	5.0%
Vanguard Bd Index Fds	—	$17.18M	344,647	4.9%
First Tr Exchng Traded Fd VI	—	$14.55M	405,874	4.2%
SPDR Series Trust	—	$14.12M	248,514	4.1%
Innovator Etfs Trust	—	$10.70M	495,178	3.1%
SPDR Index Shs Fds	—	$9.22M	207,706	2.7%
SPDR Index Shs Fds	—	$9.12M	194,840	2.6%
Innovator Etfs Trust	—	$9.00M	200,763	2.6%
First Trust Exchange-Traded Fund VIII	—	$6.86M	154,409	2.0%
Vanguard Index Fds	—	$4.99M	19,348	1.4%
Apple Inc.	—	$4.87M	17,908	1.4%
Ssga Active ETF Tr	—	$4.47M	108,370	1.3%
Microsoft Corp	—	$4.37M	9,045	1.3%
iShares MSCI UAE ETF	—	$4.24M	48,702	1.2%
Innovator Etfs Trust	—	$4.04M	76,101	1.2%
First Trust Exchange-Traded Fund VIII	—	$3.81M	66,833	1.1%
Vanguard Index Fds	—	$3.32M	11,424	1.0%
Pacer Fds Tr	—	$3.11M	51,754	0.9%
Elevation Series Trust	—	$3.04M	69,361	0.9%
First Tr Exchng Traded Fd VI	—	$2.99M	108,546	0.9%
First Trust Exchange-Traded Fund VIII	—	$2.59M	52,850	0.7%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.