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

Valtinson Bruner Financial Planning LLC

$364M in tracked AUM across 171 positions as of Q1 2026.

VB
CIK 0001761450 · last filed Mar 31, 2026
Total AUM
$364M
as of Q1 2026
Holdings
171
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Valtinson Bruner Financial Planning 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
ICSH
ISHARES TR
$39M764K10.6%02
XTWY
BONDBLOXX ETF TRUST
$22M592K6.1%03
EDV
VANGUARD WORLD FD
$21M331K5.9%04
BUFR
FIRST TR EXCHNG TRADED FD VI
$21M622K5.8%05
VUSB
VANGUARD BD INDEX FDS
$17M340K4.7%06
SPYM
SPDR SERIES TRUST
$17M219K4.6%07
SPYV
SPDR SERIES TRUST
$14M251K3.9%08
BUFQ
FIRST TR EXCHNG TRADED FD VI
$14M391K3.8%09
HWKN
HAWKINS INC
$14M88K3.7%10
DDFO
INNOVATOR ETFS TRUST
$11M492K2.9%

Filing history

2026Q1Mar 31
$364M▲ 4.7%
171 positionsView →2025Q4Dec 31
$348M▲ 36.7%
165 positionsView →2025Q3Sep 30
$254M▼ 20.2%
104 positionsView →2025Q2Jun 30
$319M▲ 36.1%
155 positionsLocked2025Q1Mar 31
$234M▼ 18.2%
96 positionsLocked2024Q4Dec 31
$286M▼ 0.2%
145 positionsLocked2024Q3Sep 30
$287M▲ 13.8%
137 positionsLocked2024Q2Jun 30
$252M▲ 7.4%
126 positionsLocked2024Q1Mar 31
$235M▲ 20.6%
121 positionsLocked2023Q4Dec 31
$195M▲ 6.5%
112 positionsLocked2023Q3Sep 30
$183M▼ 1.5%
111 positionsLocked2023Q2Jun 30
$186M▲ 6.0%
110 positionsLocked
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