What does Intrepid Financial Planning Group LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

ISHARES TR

$28M42K11.1%

STATE STR SPDR S&P 500 ETF T

$18M28K7.4%

ISHARES TR

$14M34K5.8%

AB ACTIVE ETFS INC

$11M101K4.4%

APPLE INC

$9M36K3.7%

AB ACTIVE ETFS INC

$9M119K3.5%

J P MORGAN EXCHANGE TRADED F

$8M136K3.1%

CALAMOS ETF TR

$8M305K3.1%

ELI LILLY & CO

$7M8K3.0%

INVESCO EXCHANGE TRADED FD T

$7M34K2.6%

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