13F Filings History of Intrepid Financial Planning Group LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$263,096,709
Signature - Title
Chad Bailey - Manager/Chief Compliance Officer
Location
Carmel, IN
Summary
This page shows a list of all the recent 13F filings made by Intrepid Financial Planning Group LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Intrepid Financial Planning Group LLC reported 122 stock holdings with total value $263,096,709 as of Q4 2025. Top holdings included IVV, SPY, IWF, AAPL, and FWD.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 122 $263,096,709 +$8,813,999 -$11,336,680 -$2,522,681 IVV, SPY, IWF, AAPL, FWD 13F-HR 13 Feb 2026, 08:32
Q3 2025 128 $262,298,129 +$17,128,928 -$10,094,586 +$7,034,342 IVV, SPY, IWF, AAPL, LOWV 13F-HR 13 Nov 2025, 13:29
Q2 2025 123 $237,943,806 +$6,691,482 -$4,314,767 +$2,376,715 IVV, SPY, IWF, PGX, AAPL 13F-HR 11 Aug 2025, 15:24
Q1 2025 118 $215,913,326 +$11,034,384 -$20,813,355 -$9,778,971 IVV, SPY, IWF, PGX, AAPL 13F-HR 13 May 2025, 14:43
Q4 2024 122 $236,679,358 +$12,772,060 -$12,166,851 +$605,209 IVV, SPY, IWF, AAPL, PGX 13F-HR 10 Feb 2025, 14:55
Q3 2024 127 $233,522,025 +$7,503,591 -$17,534,602 -$10,031,011 IVV, SPY, IWF, PGX, LLY 13F-HR 04 Nov 2024, 15:21
Q2 2024 127 $233,083,061 +$6,013,508 -$8,824,939 -$2,811,431 IVV, SPY, IWF, PGX, LLY 13F-HR 12 Aug 2024, 15:10
Q1 2024 128 $231,491,974 +$13,267,414 -$6,857,823 +$6,409,591 IVV, SPY, PGX, IWF, LLY 13F-HR 13 May 2024, 15:44
Q4 2023 123 $209,074,488 +$3,096,579 -$7,782,783 -$4,686,204 IVV, SPY, PGX, IWF, AAPL 13F-HR 13 Feb 2024, 08:31
Q3 2023 119 $192,956,946 +$4,095,438 -$12,424,159 -$8,328,721 IVV, SPY, PGX, IWF, AAPL 13F-HR 03 Nov 2023, 08:49
Q2 2023 122 $208,351,823 +$3,907,639 -$5,561,985 -$1,654,346 IVV, SPY, PGX, IWF, AAPL 13F-HR 09 Aug 2023, 10:17
Q1 2023 120 $198,219,906 +$13,777,181 -$6,726,272 +$7,050,909 IVV, PGX, SPY, IWF, AAPL 13F-HR 02 May 2023, 08:45
Q4 2022 115 $184,028,577 +$8,770,289 -$8,905,029 -$134,740 IVV, PGX, SPY, IWF, RSP 13F-HR 02 Feb 2023, 09:20
Q3 2022 106 $176,028,000 +$3,243,456 -$1,961,263 +$1,282,193 IVV, PGX, SPY, IWF, AAPL 13F-HR 07 Nov 2022, 10:23
Q2 2022 105 $181,955,000 $0 $0 $0 IVV, PGX, SPY, IWF, RSP 13F-HR 15 Aug 2022, 08:26