account_balance
Investment manager · 13F filer · SEC CIK 1761450
Valtinson Bruner Financial Planning LLC
Reported value$404Mas of Sep 30, 2026
Positions183 5 new, 11 sold out
Top 10 weight47.3%ICSH alone is 9%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
ICSHiShares Tr
9.3%Trimmed −9%
BUFRFirst Tr Exchng Traded Fd Vi
6.4%Added +5%
SPYMSPDR Series Trust
5.5%Added +6%
BUFQFirst Tr Exchng Traded Fd Vi
4.2%Added +4%
SPYVSPDR Series Trust
4.2%Added +5%
XTWYBondbloxx ETF Trust
4.0%Trimmed −19%
VUSBVanguard Bd Index FDS
3.9%Trimmed −4%
EDVVanguard World Fd
3.8%Trimmed −17%
SPDWSPDR Index SHS FDS
3.2%Added +10%
SPEMSPDR Index SHS FDS
2.8%Added +8%
DDFOInnovator Etfs Trust
2.8%
ACYSFirst Tr Exchange-Traded Fd
2.4%Added +411%
ICSHiShares Tr
9.3%Trimmed −9%
BUFRFirst Tr Exchng Traded Fd Vi
6.4%Added +5%
SPYMSPDR Series Trust
5.5%+6%
BUFQFirst Tr Exchng Traded Fd Vi
4.2%+4%
SPYVSPDR Series Trust
4.2%+5%
XTWYBondbloxx ETF Trust
4.0%
VUSBVanguard Bd Index FDS
3.9%
EDVVanguard World Fd
3.8%
SPDWSPDR Index SHS FDS
3.2%
SPEM2.8%
DDFO2.8%
ACYS2.4%
Boxes 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
ICSH iShares Tr 9.3% Trimmed −9%
BUFR First Tr Exchng Traded Fd Vi 6.4% Added +5%
SPYM SPDR Series Trust 5.5% Added +6%
BUFQ First Tr Exchng Traded Fd Vi 4.2% Added +4%
SPYV SPDR Series Trust 4.2% Added +5%
XTWY Bondbloxx ETF Trust 4.0% Trimmed −19%
VUSB Vanguard Bd Index FDS 3.9% Trimmed −4%
EDV Vanguard World Fd 3.8% Trimmed −17%
SPDW SPDR Index SHS FDS 3.2% Added +10%
SPEM SPDR Index SHS FDS 2.8% Added +8%
DDFO Innovator Etfs Trust 2.8% Held
ACYS First Tr Exchange-Traded Fd 2.4% Added +411%
What changed
Biggest moves since Jun 30, 2026
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