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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 6 of 10  ·  189 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TLH ISHARES TR 4,241.0 $426K 0.11% NEW $100.35 -2.7%
102 BDEC INNOVATOR ETFS TRUST 7,827.0 $416K 0.10% NEW $53.20 +2.9%
103 PDEC INNOVATOR ETFS TRUST 9,038.0 $415K 0.10% NEW $45.89 +2.4%
104 USVN RBB FD INC 8,627.0 $411K 0.10% NEW $47.60 -1.2%
105 OTTR OTTER TAIL CORP Utilities 4,539.0 $408K 0.10% NEW $89.98 +1.9%
106 OCTH INNOVATOR ETFS TRUST 17,008.0 $408K 0.10% NEW $24.00 +0.9%
107 TRP TC ENERGY CORP Energy 6,021.0 $399K 0.10% NEW $66.29 -6.4%
108 IVW ISHARES TR 2,898.0 $399K 0.10% NEW $137.54 +2.3%
109 IYW ISHARES TR 1,545.0 $390K 0.10% NEW $252.26 +0.6%
110 QSPT FIRST TR EXCHNG TRADED FD VI 11,023.0 $384K 0.10% NEW $34.84 +2.2%
111 WEC WEC ENERGY GROUP INC Utilities 3,255.0 $380K 0.10% NEW $116.77 -9.0%
112 KJAN INNOVATOR ETFS TRUST 8,247.0 $376K 0.09% NEW $45.63 +1.9%
113 SLV ISHARES SILVER TR Financial Services 7,036.0 $376K 0.09% NEW $53.47 +17.4%
114 GWX SPDR INDEX SHS FDS 8,179.0 $358K 0.09% NEW $43.76 +7.2%
115 SCHO SCHWAB STRATEGIC TR 14,789.0 $357K 0.09% NEW $24.14 -0.1%
116 RY ROYAL BK CDA Financial Services 1,721.0 $356K 0.09% NEW $206.97 -1.2%
117 SPIB SPDR SERIES TRUST 10,436.0 $349K 0.09% NEW $33.46 -0.8%
118 AVGO BROADCOM INC Technology 919.0 $347K 0.09% NEW $377.84 -1.7%
119 BAC BANK OF AMER CORP Financial Services 5,985.0 $341K 0.09% NEW $56.98 +7.4%
120 IWF ISHARES TR 2,744.0 $341K 0.09% NEW $124.18 -0.2%
Page 6 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%