Intrepid Financial Planning Group LLC - Portfolio overview

Intrepid Financial Planning Group LLC has 140 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 10.62%
2. SPY - STATE STR SPDR S&P 500 ETF T, 7.08%
3. IWF - ISHARES TR, 5.53%

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

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