13F Insight
DOSSIER · 13F-HR · Q1 2026

Intrepid Financial Planning Group LLC

$248M in tracked AUM across 125 positions as of Q1 2026.

IF
CIK 0001641296 · last filed Mar 31, 2026
Total AUM
$248M
as of Q1 2026
Holdings
125
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Intrepid Financial Planning Group LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$28M42K11.1%02
SPY
STATE STR SPDR S&P 500 ETF T
$18M28K7.4%03
IWF
ISHARES TR
$14M34K5.8%04
FWD
AB ACTIVE ETFS INC
$11M101K4.4%05
AAPL
APPLE INC
$9M36K3.7%06
LOWV
AB ACTIVE ETFS INC
$9M119K3.5%07
JEPI
J P MORGAN EXCHANGE TRADED F
$8M136K3.1%08
CAIE
CALAMOS ETF TR
$8M305K3.1%09
LLY
ELI LILLY & CO
$7M8K3.0%10
RSP
INVESCO EXCHANGE TRADED FD T
$7M34K2.6%

Filing history

2026Q1Mar 31
$248M▼ 5.8%
125 positionsView →2025Q4Dec 31
$263M▲ 0.3%
122 positionsView →2025Q3Sep 30
$262M▲ 10.2%
128 positionsView →2025Q2Jun 30
$238M▲ 10.2%
123 positionsLocked2025Q1Mar 31
$216M▼ 8.8%
118 positionsLocked2024Q4Dec 31
$237M▲ 1.4%
122 positionsLocked2024Q3Sep 30
$234M▲ 0.2%
127 positionsLocked2024Q2Jun 30
$233M▲ 0.7%
127 positionsLocked2024Q1Mar 31
$231M▲ 10.7%
128 positionsLocked2023Q4Dec 31
$209M▲ 8.4%
123 positionsLocked2023Q3Sep 30
$193M▼ 7.4%
119 positionsLocked2023Q2Jun 30
$208M▲ 5.1%
122 positionsLocked
Showing 12 of 16