Valtinson Bruner Financial Planning LLC - Portfolio overview

Valtinson Bruner Financial Planning LLC has 182 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Basic Materials and Technology.

Largest reported holdings by portfolio allocation

1. ICSH - ISHARES TR, 10.06%
2. XTWY - BONDBLOXX ETF TRUST, 5.78%
3. EDV - VANGUARD WORLD FD, 5.58%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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