Valtinson Bruner Financial Planning LLC - Portfolio Stock Holdings
Valtinson Bruner Financial Planning LLC disclosed 175 stock positions in a recent SEC 13F filing. $359,932,741 of stock holdings were filed, with the largest holdings including ICSH, XTWY, and EDV. This filing represented positions held on March 31, 2026, and was filed on May 5, 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:
March 31, 2026No. of Stocks:
175Est. Stock Holding Value:
$359,932,741Top Stock Holdings By Sector
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Portfolio Stock Holdings - Valtinson Bruner Financial Planning LLC
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