Valtinson Bruner Financial Planning LLC
Valtinson Bruner Financial Planning LLC reported 189 positions worth $399.1M as of June 30, 2026 (13F filed August 3, 2026). Largest holding: ICSH (10.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | ICSH | SH | $41.1M | 10.30% | 812,880 | — | — | |
| ▸ 2 | BUFR | SH | $24.2M | 6.07% | 663,198 | — | — | |
| ▸ 3 | XTWY | SH | $22.6M | 5.68% | 603,424 | — | — | |
| ▸ 4 | EDV | SH | $21.8M | 5.47% | 335,469 | — | — | |
| ▸ 5 | SPYM | SH | $20.3M | 5.10% | 231,448 | — | — | |
| ▸ 6 | VUSB | SH | $16.5M | 4.13% | 331,292 | — | — | |
| ▸ 7 | SPYV | SH | $16.2M | 4.05% | 265,947 | — | — | |
| ▸ 8 | BUFQ | SH | $15.9M | 3.99% | 405,747 | — | — | |
| ▸ 9 | HWKN | SH | $12.3M | 3.08% | 86,525 | — | — | |
| ▸ 10 | SPDW | SH | $11.9M | 2.99% | 236,479 | — | — |
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Frequently Asked Questions
What stocks does Valtinson Bruner Financial Planning LLC hold as of Q2 2026?
Valtinson Bruner Financial Planning LLC reported 189 positions worth $399.1M in its Q2 2026 13F filing. Largest positions: ICSH (10.3%), BUFR (6.1%), XTWY (5.7%), EDV (5.5%) and SPYM (5.1%).
What did Valtinson Bruner Financial Planning LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Valtinson Bruner Financial Planning 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.