Intrepid Financial Planning Group LLC
Intrepid Financial Planning Group LLC reported 135 positions worth $294.2M as of June 30, 2026 (13F filed August 12, 2026). Largest holding: IVV (10.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $31.3M | 10.65% | 41,826 | — | — | |
| ▸ 2 | SPY | SH | $20.9M | 7.09% | 27,923 | — | — | |
| ▸ 3 | IWF | SH | $16.7M | 5.66% | 134,146 | — | — | |
| ▸ 4 | FWD | SH | $16.3M | 5.52% | 109,732 | — | — | |
| ▸ 5 | CAIE | SH | $11.0M | 3.74% | 404,833 | — | — | |
| ▸ 6 | AAPL | SH | $10.4M | 3.52% | 35,792 | — | — | |
| ▸ 7 | LLY | SH | $9.6M | 3.26% | 7,991 | — | — | |
| ▸ 8 | LOWV | SH | $9.0M | 3.06% | 113,193 | — | — | |
| ▸ 9 | JEPI | SH | $7.5M | 2.56% | 133,479 | — | — | |
| ▸ 10 | MRVL | SH | $7.3M | 2.48% | 24,500 | — | — |
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Frequently Asked Questions
What stocks does Intrepid Financial Planning Group LLC hold as of Q2 2026?
Intrepid Financial Planning Group LLC reported 135 positions worth $294.2M in its Q2 2026 13F filing. Largest positions: IVV (10.6%), SPY (7.1%), IWF (5.7%), FWD (5.5%) and CAIE (3.7%).
What did Intrepid Financial Planning Group LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Intrepid Financial Planning Group LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.