account_balance
Investment manager · 13F filer · SEC CIK 1641296
Intrepid Financial Planning Group LLC
Reported value$336Mas of Sep 30, 2026
Positions134 6 new, 7 sold out
Top 10 weight54.2%LLY alone is 15%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
LLYELI Lilly & Co
15.0%Added +443%
IVViShares Tr
9.5%
SPYSPDR S&P 500 ETF Trust
6.3%
IWFiShares Tr
4.9%Trimmed −2%
FWDAb Active Etfs Inc
4.4%Added +3%
CAIECalamos ETF Tr
3.7%Added +16%
AAPLApple Inc.
3.5%
LOWVAb Active Etfs Inc
2.7%Trimmed −3%
JEPIJ P Morgan Exchange Traded F
2.2%
RSPInvesco Exchange Traded Fd T
2.1%
PLTRPalantir Technologies Inc.
2.0%
MRVLMarvell Technology, Inc.
2.0%
LLYELI Lilly & Co
15.0%Added +443%
IVViShares Tr
9.5%
SPYSPDR S&P 500 ETF Trust
6.3%
IWFiShares Tr
4.9%
FWDAb Active Etfs Inc
4.4%+3%
CAIECalamos ETF Tr
3.7%
AAPLApple Inc.
3.5%
LOWV2.7%
JEPI
RSP2.1%
PLTRMRVLBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
LLY ELI Lilly & Co 15.0% Added +443%
IVV iShares Tr 9.5% Held
SPY SPDR S&P 500 ETF Trust 6.3% HeldIWF iShares Tr 4.9% Trimmed −2%
FWD Ab Active Etfs Inc 4.4% Added +3%
CAIE Calamos ETF Tr 3.7% Added +16%
AAPL Apple Inc. 3.5% HeldLOWV Ab Active Etfs Inc 2.7% Trimmed −3%
JEPI J P Morgan Exchange Traded F 2.2% Trimmed −3%
RSP Invesco Exchange Traded Fd T 2.1% Held
PLTR Palantir Technologies Inc. 2.0% HeldMRVL Marvell Technology, Inc. 2.0% HeldWhat changed
Biggest moves since Jun 30, 2026
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