Valtinson Bruner Financial Planning LLC - Portfolio Stock Holdings
Valtinson Bruner Financial Planning LLC disclosed 195 stock positions in a recent SEC 13F filing. $399,326,563 of stock holdings were filed, with the largest holdings including ICSH, BUFR, and XTWY. This filing represented positions held on June 30, 2026, and was filed on Aug. 3, 2026.We estimate the fund has a total AUM of $712,000,000 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
195Est. Stock Holding Value:
$399,326,563Top Stock Holdings By Sector
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Portfolio Stock Holdings - Valtinson Bruner Financial Planning LLC
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