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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 3 of 10  ·  189 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BSTP INNOVATOR ETFS TRUST 49,786.0 $2.0M 0.49% NEW $39.33 +2.3%
42 ACYS FIRST TR EXCHANGE-TRADED FD 91,418.0 $1.9M 0.47% NEW $20.54 +0.0%
43 FISR SSGA ACTIVE TR 66,154.0 $1.7M 0.42% NEW $25.65 -1.3%
44 BERKSHIRE HATHAWAY INC DEL 3,312.0 $1.7M 0.41% NEW $500.39
45 AMZN AMAZON COM INC Consumer Cyclical 6,741.0 $1.6M 0.40% NEW $238.34 +7.3%
46 KOCT INNOVATOR ETFS TRUST 42,093.0 $1.6M 0.39% NEW $37.36 +1.9%
47 WFC WELLS FARGO & CO Financial Services 17,728.0 $1.5M 0.37% NEW $82.64 +2.5%
48 NOCT INNOVATOR ETFS TRUST 22,954.0 $1.4M 0.36% NEW $62.52 +2.0%
49 NVDA NVIDIA CORPORATION Technology 7,172.0 $1.4M 0.36% NEW $200.08 +13.5%
50 MDT MEDTRONIC PLC Healthcare 16,522.0 $1.3M 0.32% NEW $78.23 +15.6%
51 BAPR INNOVATOR ETFS TRUST 22,836.0 $1.2M 0.30% NEW $53.26 +2.3%
52 KNG FIRST TR EXCHANGE-TRADED FD 24,059.0 $1.2M 0.30% NEW $50.50 +2.1%
53 GOOGL ALPHABET INC Communication Services 3,349.0 $1.2M 0.30% NEW $357.38 -4.7%
54 XEL XCEL ENERGY INC Utilities 14,409.0 $1.2M 0.29% NEW $80.30 -4.1%
55 GLDM WORLD GOLD TR Financial Services 14,382.0 $1.1M 0.29% NEW $79.42 +14.7%
56 ZROZ PIMCO ETF TR 17,149.0 $1.1M 0.28% NEW $64.10 -7.2%
57 FDEC FIRST TR EXCHNG TRADED FD VI 18,568.0 $1.0M 0.25% NEW $54.47 +2.4%
58 PJAN INNOVATOR ETFS TRUST 20,418.0 $1.0M 0.25% NEW $49.49 +2.2%
59 BUFT FIRST TR EXCHNG TRADED FD VI 36,365.0 $941K 0.24% NEW $25.89 +1.7%
60 VUG VANGUARD INDEX FDS 10,406.0 $896K 0.23% NEW $86.14 +3.0%
Page 3 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%