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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 5 of 10  ·  189 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GOOG ALPHABET INC 1,673.0 $591K 0.15% NEW $353.39
82 NAPR INNOVATOR ETFS TRUST 9,463.0 $560K 0.14% NEW $59.20 +1.8%
83 RDVY FIRST TR EXCHANGE TRADED FD 6,911.0 $560K 0.14% NEW $81.06 +1.7%
84 FNOV FIRST TR EXCHNG TRADED FD VI 9,364.0 $548K 0.14% NEW $58.49 +2.5%
85 GLD SPDR GOLD TR Financial Services 1,448.0 $533K 0.13% NEW $368.38 +14.7%
86 SPAB SPDR SERIES TRUST 20,417.0 $521K 0.13% NEW $25.52 -1.3%
87 JPM JPMORGAN CHASE & CO Financial Services 1,586.0 $519K 0.13% NEW $327.33 +8.2%
88 LQDA LIQUIDIA CORPORATION Healthcare 6,405.0 $511K 0.13% NEW $79.73 -12.3%
89 BSJS INVESCO EXCH TRD SLF IDX FD 23,363.0 $508K 0.13% NEW $21.75 +0.2%
90 OBIL RBB FD INC 10,019.0 $501K 0.12% NEW $49.97 +0.0%
91 QJUN FIRST TR EXCHNG TRADED FD VI 14,721.0 $497K 0.12% NEW $33.79 -0.4%
92 FAUG FIRST TR EXCHNG TRADED FD VI 8,748.0 $494K 0.12% NEW $56.51 +2.4%
93 AUGZ ELEVATION SERIES TRUST 10,832.0 $491K 0.12% NEW $45.37 +2.1%
94 TGT TARGET CORP Consumer Defensive 3,737.0 $488K 0.12% NEW $130.59 +27.1%
95 SPMD SPDR SERIES TRUST 7,038.0 $475K 0.12% NEW $67.56 -0.6%
96 IWB ISHARES TR 1,145.0 $469K 0.12% NEW $409.50 +3.1%
97 UTHY RBB FD INC 11,524.0 $469K 0.12% NEW $40.68 -4.0%
98 MCK MCKESSON CORP Healthcare 611.0 $462K 0.12% NEW $755.64 +17.8%
99 ESGU ISHARES TR 2,795.0 $457K 0.12% NEW $163.67 +3.4%
100 BAUG INNOVATOR ETFS TRUST 8,229.0 $441K 0.11% NEW $53.61 +3.4%
Page 5 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%