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Portfolio (Quarterly) Guide ↗

Valtinson Bruner Financial Planning LLC

· CIK 0001761450
13F Portfolio $399M AUM 189 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 189 New
Page 2 of 10  ·  189 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TLT ISHARES TR 44,404.0 $3.8M 0.96% NEW $86.42 -3.8%
22 MSFT MICROSOFT CORP Technology 9,665.0 $3.6M 0.90% NEW $373.03 +35.4%
23 COWZ PACER FDS TR 53,399.0 $3.3M 0.83% NEW $62.20 +15.9%
24 NOVZ ELEVATION SERIES TRUST 68,693.0 $3.2M 0.81% NEW $47.05 +2.1%
25 BUFG FIRST TR EXCHNG TRADED FD VI 109,900.0 $3.2M 0.81% NEW $29.32 +2.2%
26 VTI VANGUARD INDEX FDS 7,957.0 $2.9M 0.74% NEW $370.05 +2.9%
27 QQQ INVESCO QQQ TR Financial Services 3,952.0 $2.9M 0.73% NEW $736.43 -2.1%
28 AMD ADVANCED MICRO DEVICES INC Technology 5,006.0 $2.9M 0.73% NEW $580.86 -17.9%
29 VOO VANGUARD INDEX FDS 4,141.0 $2.8M 0.71% NEW $686.76 +3.2%
30 FOCT FIRST TR EXCHNG TRADED FD VI 50,923.0 $2.7M 0.67% NEW $52.29 +2.8%
31 JULZ ELEVATION SERIES TRUST 56,760.0 $2.6M 0.65% NEW $45.35 +2.1%
32 VSS VANGUARD INTL EQUITY INDEX F 16,626.0 $2.6M 0.64% NEW $154.29 +4.8%
33 BFEB INNOVATOR ETFS TRUST 47,613.0 $2.5M 0.63% NEW $52.64 +2.6%
34 EMHC SPDR SERIES TRUST 91,684.0 $2.3M 0.58% NEW $25.44 -1.7%
35 SEPZ ELEVATION SERIES TRUST 50,875.0 $2.3M 0.58% NEW $45.44 +2.5%
36 FFEB FIRST TR EXCHNG TRADED FD VI 37,737.0 $2.3M 0.58% NEW $60.98 +2.5%
37 PSEP INNOVATOR ETFS TRUST 48,351.0 $2.2M 0.56% NEW $46.05 +1.7%
38 CERY SPDR SERIES TRUST 65,477.0 $2.2M 0.55% NEW $33.43 +14.2%
39 EBND SPDR SERIES TRUST 102,080.0 $2.1M 0.54% NEW $20.92 +1.6%
40 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,778.0 $2.1M 0.52% NEW $746.87 +3.2%
Page 2 of 10  ·  189 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
Technology 28.2%
Basic Materials 24.5%
Financial Services 20.0%
Healthcare 6.6%
Industrials 5.1%
Utilities 4.6%
Consumer Cyclical 3.5%
Communication Services 2.8%
Consumer Defensive 2.7%
Energy 2.1%