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Portfolio (Quarterly) Guide ↗

Intrepid Financial Planning Group LLC

· CIK 0001641296
13F Portfolio $248M AUM 125 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 24 Added 48 Reduced 6 Exited
Page 2 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWP ISHARES TR 23,026.0 $3.0M 1.19% -819.0 -3.4% $128.12 +10.9%
22 MRVL MARVELL TECHNOLOGY INC Technology 24,250.0 $2.4M 0.97% $99.05 +106.8%
23 PGX INVESCO EXCH TRADED FD TR II 221,034.0 $2.4M 0.97% -368K -62.5% $10.87 +1.6%
24 DIA STATE STR SPDR DOW JONES IND Financial Services 5,151.0 $2.4M 0.96% $463.19 +9.5%
25 ARKK ARK ETF TR 35,132.0 $2.4M 0.96% $67.59 +19.9%
26 CAIQ CALAMOS ETF TR 98,146.0 $2.3M 0.94% NEW $23.84 +14.2%
27 NWBI NORTHWEST BANCSHARES INC Financial Services 183,552.0 $2.3M 0.94% -4K -2.2% $12.69 +10.9%
28 MSFT MICROSOFT CORP Technology 6,090.0 $2.3M 0.91% -118.0 -1.9% $370.17 +15.3%
29 JNJ JOHNSON & JOHNSON Healthcare 9,046.0 $2.2M 0.89% -103.0 -1.1% $244.44 -5.6%
30 IWD ISHARES TR 10,264.0 $2.2M 0.89% -779.0 -7.0% $213.66 +11.4%
31 ITA ISHARES TR 9,479.0 $2.1M 0.84% -245.0 -2.5% $218.75 +7.7%
32 XLU SELECT SECTOR SPDR TR 43,900.0 $2.0M 0.81% +508.0 +1.2% $45.89 -2.8%
33 AMD ADVANCED MICRO DEVICES INC Technology 9,347.0 $1.9M 0.77% +95.0 +1.0% $203.43 +154.7%
34 IEFA ISHARES TR 20,842.0 $1.9M 0.76% +4K +20.4% $90.53 +8.2%
35 DELL DELL TECHNOLOGIES INC Technology 11,388.0 $1.9M 0.75% $164.13 +93.2%
36 AVGO BROADCOM INC Technology 5,941.0 $1.8M 0.74% $309.51 +37.8%
37 IWS ISHARES TR 11,868.0 $1.7M 0.70% -607.0 -4.9% $145.75 +9.9%
38 IWM ISHARES TR 6,527.0 $1.6M 0.65% -399.0 -5.8% $247.99 +17.8%
39 JIRE J P MORGAN EXCHANGE TRADED F 19,711.0 $1.5M 0.60% -629.0 -3.1% $75.74 +7.2%
40 IYW ISHARES TR 8,192.0 $1.5M 0.60% -86.0 -1.0% $181.42 +37.5%
Page 2 of 7  ·  125 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 44.0%
Technology 30.7%
Healthcare 11.6%
Consumer Cyclical 6.5%
Consumer Defensive 3.1%
Communication Services 1.8%
Industrials 1.3%
Energy 1.0%