13F Insight
DOSSIER · 13F-HR · Q2 2026

Valtinson Bruner Financial Planning LLC

$399M in tracked AUM across 189 positions as of Q2 2026.

VB
CIK 0001761450 · last filed Jun 30, 2026
Total AUM
$399M
as of Q2 2026
Holdings
189
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Valtinson Bruner Financial Planning LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
ICSH
ISHARES TR
$41M813K10.3%02
BUFR
FIRST TR EXCHNG TRADED FD VI
$24M663K6.1%03
XTWY
BONDBLOXX ETF TRUST
$23M603K5.7%04
EDV
VANGUARD WORLD FD
$22M335K5.5%05
SPYM
SPDR SERIES TRUST
$20M231K5.1%06
VUSB
VANGUARD BD INDEX FDS
$16M331K4.1%07
SPYV
SPDR SERIES TRUST
$16M266K4.1%08
BUFQ
FIRST TR EXCHNG TRADED FD VI
$16M406K4.0%09
HWKN
HAWKINS INC
$12M87K3.1%10
SPDW
SPDR INDEX SHS FDS
$12M236K3.0%

Filing history

2026Q2Jun 30
$399M▲ 9.6%
189 positionsView →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 positionsLocked
Showing 12 of 30