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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 4 of 10  ·  189 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VEA VANGUARD TAX-MANAGED FDS 11,148.0 $794K 0.20% NEW $71.25 +3.0%
62 BJAN INNOVATOR ETFS TRUST 13,126.0 $773K 0.19% NEW $58.87 +2.7%
63 GGG GRACO INC Industrials 9,956.0 $753K 0.19% NEW $75.61 +5.3%
64 BOCT INNOVATOR ETFS TRUST 13,697.0 $726K 0.18% NEW $53.02 +2.9%
65 UNH UNITEDHEALTH GROUP INC Healthcare 1,738.0 $722K 0.18% NEW $415.59 -4.9%
66 PAPR INNOVATOR ETFS TRUST 16,851.0 $711K 0.18% NEW $42.20 +1.9%
67 CAT CATERPILLAR INC Industrials 666.0 $710K 0.18% NEW $1065.37 -23.3%
68 KAPR INNOVATOR ETFS TRUST 17,765.0 $707K 0.18% NEW $39.80 +1.5%
69 SCHX SCHWAB STRATEGIC TR 23,846.0 $702K 0.18% NEW $29.43 +3.3%
70 HONEYWELL INTL INC 2,961.0 $663K 0.17% NEW $223.92
71 POCT INNOVATOR ETFS TRUST 14,229.0 $660K 0.17% NEW $46.41 +2.2%
72 HONEYWELL AEROSPACE INC 2,960.0 $654K 0.16% NEW $221.08
73 SPYG SPDR SERIES TRUST 5,493.0 $654K 0.16% NEW $118.99 +2.4%
74 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 698.0 $653K 0.16% NEW $935.17 -0.1%
75 QUS SPDR SERIES TRUST 3,463.0 $647K 0.16% NEW $186.84 +4.7%
76 PFEB INNOVATOR ETFS TRUST 14,221.0 $612K 0.15% NEW $43.06 +2.2%
77 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 630.0 $608K 0.15% NEW $965.00 -12.2%
78 BSJR INVESCO EXCH TRD SLF IDX FD 26,999.0 $603K 0.15% NEW $22.35 +0.1%
79 ECL ECOLAB INC Basic Materials 2,165.0 $603K 0.15% NEW $278.60 +2.6%
80 TBIL RBB FD INC 11,920.0 $594K 0.15% NEW $49.86 +0.0%
Page 4 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%