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Valtinson Bruner Financial Planning

Latest statistics and disclosures from Valtinson Bruner Financial Planning's latest quarterly 13F-HR filing:

Top 5 stock holdings are ICSH, BUFR, XTWY, EDV, SPYM, and represent 32.62% of Valtinson Bruner Financial Planning's stock portfolio.
Added to shares of these 10 stocks: VO, ICSH, First Tr Exchange-traded, BUFR, SPYM, SPYV, VUG, HON, HONA, BUFQ.
Started 25 new stock positions in SCHJ, MTUM, GEV, CAIE, DE, SCHD, RDVY, IWD, ITOT, INTC.
Reduced shares in these 10 stocks: Honeywell International, AMD, VUSB, BMAY, INTU, HWKN, BMAR, FAZ, LITE, JANH.
Sold out of its positions in FAZ, DCI, Honeywell International, JANH, INTU, LITE, NFLX.
Valtinson Bruner Financial Planning was a net buyer of stock by $17M.
Valtinson Bruner Financial Planning has $399M in assets under management (AUM), dropping by 9.63%.
Central Index Key (CIK): 0001761450

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Portfolio Holdings for Valtinson Bruner Financial Planning

Valtinson Bruner Financial Planning holds 189 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Ultra Short Dur (ICSH)	10.3	$41M	+6%	813k	50.58	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	6.1	$24M	+6%	663k	36.53	View chart
Bondbloxx Etf Trust Bloo Twen Us Etf (XTWY)	5.7	$23M		603k	37.53	View chart
Vanguard World Extended Dur (EDV)	5.5	$22M		336k	65.08	View chart
Spdr Series Trust St Str P500etf (SPYM)	5.1	$20M	+5%	231k	87.88	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	4.1	$17M	-2%	331k	49.78	View chart
Spdr Series Trust St Str P500val (SPYV)	4.1	$16M	+5%	266k	60.79	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd Etf (BUFQ)	4.0	$16M	+3%	406k	39.27	View chart
Hawkins (HWKN)	3.1	$12M	-2%	87k	142.10	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	3.0	$12M	+3%	237k	50.39	View chart
Innovator Etfs Trust Equi Du Di Octo (DDFO)	2.8	$11M		490k	22.51	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	2.6	$11M	+5%	202k	51.78	View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY)	2.3	$9.0M	-3%	190k	47.35	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	1.7	$6.9M		147k	46.74	View chart
Apple (AAPL)	1.4	$5.5M		19k	289.36	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.3	$5.3M		18k	303.11	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	1.3	$5.0M	+4%	124k	40.29	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	1.0	$4.0M	-6%	70k	57.63	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.0	$4.0M	+319%	50k	80.57	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	1.0	$3.9M		65k	59.95	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.0	$3.8M	-3%	44k	86.42	View chart
Microsoft Corporation (MSFT)	0.9	$3.6M	+4%	9.7k	373.03	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.8	$3.3M		53k	62.20	View chart
Elevation Series Trust Trueshares Nov (NOVZ)	0.8	$3.2M		69k	47.05	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)	0.8	$3.2M		110k	29.32	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$2.9M		8.0k	370.05	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$2.9M		4.0k	736.43	View chart
Advanced Micro Devices (AMD)	0.7	$2.9M	-29%	5.0k	580.86	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$2.8M		4.1k	686.76	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.7	$2.7M		51k	52.29	View chart
Elevation Series Trust Trueshares Strct (JULZ)	0.6	$2.6M		57k	45.35	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.6	$2.6M	+5%	17k	154.29	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	0.6	$2.5M		48k	52.64	View chart
Spdr Series Trust St Str Usd Etf (EMHC)	0.6	$2.3M	+16%	92k	25.44	View chart
Elevation Series Trust True St Sept Etf (SEPZ)	0.6	$2.3M		51k	45.44	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.6	$2.3M		38k	60.98	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.6	$2.2M		48k	46.05	View chart
Spdr Series Trust State Stret Spdr (CERY)	0.5	$2.2M	+7%	66k	33.43	View chart
Spdr Series Trust Sst Spdr Bloombe (EBND)	0.5	$2.1M	+16%	102k	20.92	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$2.1M		2.8k	746.87	View chart
Innovator Etfs Trust Buff Step Up Etf (BSTP)	0.5	$2.0M		50k	39.33	View chart
First Tr Exchange-traded Vest Lad Aut Etf	0.5	$1.9M	NEW	91k	20.54	View chart
Ssga Active Tr St Str Secto Etf (FISR)	0.4	$1.7M	+13%	66k	25.65	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$1.7M		3.3k	500.39	View chart
Amazon (AMZN)	0.4	$1.6M		6.7k	238.34	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.4	$1.6M		42k	37.36	View chart
Wells Fargo & Company (WFC)	0.4	$1.5M		18k	82.64	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.4	$1.4M		23k	62.52	View chart
NVIDIA Corporation (NVDA)	0.4	$1.4M	+2%	7.2k	200.08	View chart
Medtronic SHS (MDT)	0.3	$1.3M	-9%	17k	78.23	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.3	$1.2M		23k	53.26	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.3	$1.2M		24k	50.50	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.2M		3.3k	357.38	View chart
Xcel Energy (XEL)	0.3	$1.2M	-3%	14k	80.30	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.3	$1.1M	+4%	14k	79.42	View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ)	0.3	$1.1M	-12%	17k	64.10	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.3	$1.0M	-14%	19k	54.47	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.3	$1.0M		20k	49.49	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT)	0.2	$941k		36k	25.89	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$896k	+524%	10k	86.14	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$794k		11k	71.25	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.2	$773k		13k	58.87	View chart
Gra (GGG)	0.2	$753k		10k	75.61	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.2	$726k		14k	53.02	View chart
UnitedHealth (UNH)	0.2	$722k		1.7k	415.59	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.2	$711k		17k	42.20	View chart
Caterpillar (CAT)	0.2	$710k		666.00	1065.37	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.2	$707k	+11%	18k	39.80	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$702k		24k	29.43	View chart
Honeywell International (HON)	0.2	$663k	NEW	3.0k	223.92	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.2	$660k		14k	46.41	View chart
Honeywell Aerospace (HONA)	0.2	$654k	NEW	3.0k	221.08	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.2	$654k	+4%	5.5k	118.99	View chart
Costco Wholesale Corporation (COST)	0.2	$653k		698.00	935.17	View chart
Spdr Series Trust St Str Msci Usaq (QUS)	0.2	$647k		3.5k	186.84	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.2	$612k		14k	43.06	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.2	$608k		630.00	965.00	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	0.2	$603k		27k	22.35	View chart
Ecolab (ECL)	0.2	$603k	+5%	2.2k	278.60	View chart
RBB F/m Us Treasury (TBIL)	0.1	$594k	-7%	12k	49.86	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$591k		1.7k	353.39	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.1	$560k		9.5k	59.20	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$560k	NEW	6.9k	81.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.1	$548k	-2%	9.4k	58.49	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$533k	+6%	1.4k	368.38	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.1	$521k	+60%	20k	25.52	View chart
JPMorgan Chase & Co. (JPM)	0.1	$519k		1.6k	327.33	View chart
Liquidia Corporation Com New (LQDA)	0.1	$511k		6.4k	79.73	View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)	0.1	$508k		23k	21.75	View chart
RBB Us Treasry 12 Mt (OBIL)	0.1	$501k		10k	49.97	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.1	$497k		15k	33.79	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.1	$494k		8.7k	56.51	View chart
Elevation Series Trust True St Augu Etf (AUGZ)	0.1	$491k	-6%	11k	45.37	View chart
Target Corporation (TGT)	0.1	$488k		3.7k	130.59	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.1	$476k	-3%	7.0k	67.56	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$469k		1.1k	409.50	View chart
RBB Us Treas 30yr Bd (UTHY)	0.1	$469k	-13%	12k	40.68	View chart
McKesson Corporation (MCK)	0.1	$462k	-9%	611.00	755.64	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$458k		2.8k	163.67	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.1	$441k		8.2k	53.61	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$426k	-14%	4.2k	100.35	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	0.1	$416k	-17%	7.8k	53.20	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$415k		9.0k	45.89	View chart
RBB Us Treas 7 Yr Nt (USVN)	0.1	$411k		8.6k	47.60	View chart
Otter Tail Corporation (OTTR)	0.1	$408k	-5%	4.5k	89.98	View chart
Innovator Etfs Trust Prem Inc 20 Barr (OCTH)	0.1	$408k		17k	24.00	View chart
Tc Energy Corp (TRP)	0.1	$399k		6.0k	66.29	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$399k		2.9k	137.54	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$390k		1.5k	252.26	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)	0.1	$384k		11k	34.84	View chart
Wec Energy Group (WEC)	0.1	$380k	NEW	3.3k	116.77	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.1	$376k	-7%	8.2k	45.63	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$376k	-2%	7.0k	53.47	View chart
Spdr Index Shs Fds St Intl Cap Etf (GWX)	0.1	$358k		8.2k	43.76	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$357k		15k	24.14	View chart
Rbc Cad (RY)	0.1	$356k		1.7k	206.97	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	0.1	$349k	-6%	10k	33.46	View chart
Broadcom (AVGO)	0.1	$347k	+2%	919.00	377.84	View chart
Bank of America Corporation (BAC)	0.1	$341k		6.0k	56.98	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$341k	+300%	2.7k	124.18	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.1	$339k		15k	22.95	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.1	$333k	NEW	3.6k	91.64	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.1	$333k		8.1k	41.30	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$331k		7.5k	44.35	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.1	$331k	+6%	13k	26.23	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.1	$330k		12k	27.93	View chart
Spdr Series Trust St Str Tips Etf (SPIP)	0.1	$330k		13k	25.68	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.1	$327k		7.4k	44.03	View chart
Spdr Series Trust State Stret Spdr (TIPX)	0.1	$326k	+3%	17k	18.93	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$319k		928.00	343.91	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$317k		423.00	749.04	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$316k	-7%	5.3k	59.69	View chart
Blackrock Etf Trust Isha Us Awar Etf (LCTU)	0.1	$315k		3.9k	80.16	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT)	0.1	$314k		15k	21.13	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$313k		4.6k	68.41	View chart
Spdr Series Trust St Bloo High Etf (JNK)	0.1	$305k	+33%	3.2k	96.37	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.1	$305k	-10%	9.0k	33.97	View chart
Invesco Exch Trd Slf Idx Bulletshs 2030 (BSJU)	0.1	$304k	+15%	12k	25.81	View chart
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)	0.1	$300k		3.2k	94.46	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.1	$297k		5.6k	52.73	View chart
Meta Platforms Cl A (META)	0.1	$295k	+4%	524.00	563.58	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.1	$295k	NEW	13k	22.14	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$287k		1.2k	236.70	View chart
Travelers Companies (TRV)	0.1	$287k		870.00	330.00	View chart
Visa Com Cl A (V)	0.1	$280k		816.00	343.22	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$275k		6.0k	45.64	View chart
Cbiz (CBZ)	0.1	$273k		8.5k	32.08	View chart
RBB Us Treas 20yr Bd (UTWY)	0.1	$269k	-4%	6.3k	42.68	View chart
Wal-Mart Stores (WMT)	0.1	$266k	+4%	2.4k	113.24	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.1	$266k		4.5k	59.02	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$264k		5.0k	53.11	View chart
Stryker Corporation (SYK)	0.1	$261k		829.00	314.93	View chart
Alliant Energy Corporation (LNT)	0.1	$258k		3.4k	76.29	View chart
3M Company (MMM)	0.1	$256k		1.6k	161.90	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.1	$256k		1.8k	142.39	View chart
Lockheed Martin Corporation (LMT)	0.1	$255k	+2%	500.00	509.62	View chart
Enbridge (ENB)	0.1	$253k	-6%	4.7k	54.21	View chart
Us Bancorp Com New (USB)	0.1	$252k		4.2k	60.40	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.1	$250k		4.5k	55.09	View chart
Corning Incorporated (GLW)	0.1	$249k	NEW	975.00	255.56	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.1	$246k	NEW	10k	24.66	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$245k	NEW	713.00	342.85	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$242k		8.3k	28.96	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$241k	+8%	3.1k	77.90	View chart
Intel Corporation (INTC)	0.1	$240k	NEW	1.7k	139.63	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.1	$239k		4.4k	54.31	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$234k	NEW	2.8k	82.62	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$230k		4.6k	50.35	View chart
RBB Us Treasr 10 Yr (UTEN)	0.1	$229k		5.3k	43.20	View chart
Exxon Mobil Corporation (XOM)	0.1	$227k	-9%	1.7k	136.69	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$226k	NEW	2.1k	110.32	View chart
Ssga Active Etf Tr St Str Globa Etf (GAL)	0.1	$223k		4.2k	52.84	View chart
RBB Us Treas 5 Yr Nt (UFIV)	0.1	$222k		4.6k	48.25	View chart
Ge Vernova (GEV)	0.1	$221k	NEW	188.00	1175.11	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$220k	NEW	1.3k	164.27	View chart
Starbucks Corporation (SBUX)	0.1	$219k	NEW	2.1k	102.19	View chart
Abbott Laboratories (ABT)	0.1	$219k		2.4k	90.74	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$218k	NEW	1.9k	117.06	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$213k	NEW	879.00	242.42	View chart
BP Sponsored Adr (BP)	0.1	$213k	-3%	5.8k	36.95	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$211k	NEW	3.0k	69.45	View chart
Ge Aerospace Com New (GE)	0.1	$210k	NEW	561.00	373.85	View chart
Deere & Company (DE)	0.1	$209k	NEW	330.00	634.43	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$206k	-7%	2.1k	96.57	View chart
Calamos Etf Tr Autoc Incom Etf (CAIE)	0.1	$203k	NEW	7.5k	27.21	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	0.1	$202k	NEW	4.5k	45.02	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.1	$201k	NEW	8.9k	22.64	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$200k	NEW	6.3k	31.71	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.0	$189k		15k	12.66	View chart

Past Filings by Valtinson Bruner Financial Planning

SEC 13F filings are viewable for Valtinson Bruner Financial Planning going back to 2018

Valtinson Bruner Financial Planning 2026 Q2 filed Aug. 3, 2026
Valtinson Bruner Financial Planning 2026 Q1 filed May 5, 2026
Valtinson Bruner Financial Planning 2025 Q4 filed Feb. 9, 2026
Valtinson Bruner Financial Planning 2025 Q3 filed Nov. 4, 2025
Valtinson Bruner Financial Planning 2025 Q2 filed Aug. 6, 2025
Valtinson Bruner Financial Planning 2025 Q1 filed May 14, 2025
Valtinson Bruner Financial Planning 2024 Q4 filed Feb. 10, 2025
Valtinson Bruner Financial Planning 2024 Q3 filed Nov. 5, 2024
Valtinson Bruner Financial Planning 2024 Q2 filed Aug. 5, 2024
Valtinson Bruner Financial Planning 2024 Q1 filed April 29, 2024
Valtinson Bruner Financial Planning 2023 Q4 filed Feb. 6, 2024
Valtinson Bruner Financial Planning 2023 Q3 filed Oct. 24, 2023
Valtinson Bruner Financial Planning 2023 Q2 filed July 24, 2023
Valtinson Bruner Financial Planning 2023 Q1 filed May 5, 2023
Valtinson Bruner Financial Planning 2022 Q4 filed Jan. 19, 2023
Valtinson Bruner Financial Planning 2022 Q3 filed Nov. 9, 2022

View all past filings

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