Notify me when Valtinson Bruner Financial Planning LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 164 | $347,579,105 | +$25,693,432 | -$17,561,103 | +$8,132,329 | ICSH, XTWY, EDV, BUFR, SPYM | 13F-HR | 09 Feb 2026, 14:53 |
| Q3 2025 | 159 | $337,537,341 | +$23,804,056 | -$17,726,740 | +$6,077,316 | ICSH, BUFR, EDV, XTWY, VUSB | 13F-HR | 04 Nov 2025, 16:15 |
| Q2 2025 | 155 | $318,641,883 | +$24,440,011 | -$13,128,036 | +$11,311,975 | ICSH, BUFR, VUSB, EDV, XTWY | 13F-HR | 06 Aug 2025, 12:36 |
| Q1 2025 | 145 | $295,826,013 | +$55,457,044 | -$44,441,446 | +$11,015,598 | ICSH, EDV, BUFR, XTWY, VUSB | 13F-HR | 14 May 2025, 13:37 |
| Q4 2024 | 145 | $286,373,094 | +$24,506,419 | -$15,096,478 | +$9,409,941 | EDV, XTWY, BUFR, SPLG, ICSH | 13F-HR | 10 Feb 2025, 12:15 |
| Q3 2024 | 137 | $286,930,101 | +$83,652,309 | -$61,488,490 | +$22,163,819 | EDV, XTWY, SPLG, BUFR, SPYV | 13F-HR | 05 Nov 2024, 13:53 |
| Q2 2024 | 126 | $252,074,270 | +$36,085,406 | -$21,654,357 | +$14,431,049 | UTWY, UTHY, SPLG, SPYV, BUFR | 13F-HR | 05 Aug 2024, 16:11 |
| Q1 2024 | 121 | $234,711,187 | +$58,143,055 | -$28,629,905 | +$29,513,150 | SPIP, SPLG, SPYV, BMAY, BUFR | 13F-HR | 29 Apr 2024, 13:18 |
| Q4 2023 | 112 | $194,623,274 | +$8,410,387 | -$11,550,534 | -$3,140,147 | SPIP, BMAY, FFEB, SPLG, SPYV | 13F-HR | 06 Feb 2024, 16:29 |
| Q3 2023 | 111 | $182,787,695 | +$4,424,996 | -$2,031,537 | +$2,393,459 | BMAY, FFEB, SPLG, SPYV, SCHP | 13F-HR | 24 Oct 2023, 12:00 |
| Q2 2023 | 110 | $185,569,603 | +$16,372,507 | -$15,166,303 | +$1,206,204 | BMAY, FFEB, SPLG, SPYV, SPDW | 13F-HR | 24 Jul 2023, 14:08 |
| Q1 2023 | 111 | $175,137,222 | +$9,584,443 | -$10,982,858 | -$1,398,415 | BMAY, SPDW, FFEB, SPYV, SPLG | 13F-HR | 05 May 2023, 12:17 |
| Q4 2022 | 115 | $171,866,210 | +$26,073,943 | -$29,760,851 | -$3,686,908 | BMAY, SPYV, FFEB, SPDW, SPIP | 13F-HR | 19 Jan 2023, 15:11 |
| Q3 2022 | 102 | $162,057,000 | +$13,764,683 | -$9,031,595 | +$4,733,088 | BMAY, SPIP, FFEB, SPDW, SPYV | 13F-HR | 09 Nov 2022, 12:40 |
| Q2 2022 | 97 | $164,129,000 | +$35,735,230 | -$31,781,573 | +$3,953,657 | BMAY, SPIP, PNOV, FFEB, SPYV | 13F-HR | 08 Aug 2022, 11:50 |
| Q1 2022 | 94 | $174,652,000 | +$22,717,345 | -$21,925,832 | +$791,513 | BJUN, SPIP, PNOV, SPAB, FFEB | 13F-HR | 15 Apr 2022, 10:28 |
| Q4 2021 | 96 | $182,573,000 | +$19,297,528 | -$21,714,956 | -$2,417,428 | BJUN, SPIP, PNOV, SPAB, SPLG | 13F-HR | 18 Jan 2022, 09:33 |
| Q3 2021 | 94 | $182,168,000 | +$16,626,286 | -$12,390,976 | +$4,235,310 | BJUN, SPAB, BFEB, SPLG, FFEB | 13F-HR | 21 Oct 2021, 11:59 |
| Q2 2021 | 85 | $175,051,000 | +$35,931,059 | -$34,293,356 | +$1,637,703 | BJUN, SPAB, BFEB, FFEB, SPLG | 13F-HR | 28 Jul 2021, 13:02 |
| Q1 2021 | 83 | $169,831,000 | +$56,932,037 | -$51,071,146 | +$5,860,891 | SPAB, PSEP, FNOV, BFEB, FFEB | 13F-HR | 16 Apr 2021, 10:34 |
| Q4 2020 | 75 | $159,426,000 | +$28,938,439 | -$22,144,095 | +$6,794,344 | SPAB, PSEP, PAUG, FNOV, BSEP | 13F-HR | 08 Jan 2021, 11:44 |
| Q3 2020 | 71 | $142,685,000 | +$31,005,862 | -$28,483,330 | +$2,522,532 | SPAB, DFEB, PSEP, PAUG, BSEP | 13F-HR | 03 Nov 2020, 13:22 |
| Q2 2020 | 74 | $139,258,000 | +$20,241,553 | -$13,304,031 | +$6,937,522 | SPAB, PNOV, DFEB, PAUG, IJUL | 13F-HR | 10 Aug 2020, 11:22 |
| Q1 2020 | 70 | $122,253,000 | +$23,247,651 | -$30,545,020 | -$7,297,369 | PNOV, SPAB, DFEB, PAUG, IJUL | 13F-HR | 05 May 2020, 12:05 |
| Q4 2019 | 73 | $139,308,000 | +$38,379,475 | -$25,873,436 | +$12,506,039 | PNOV, SPAB, SPLG, PAUG, IJUL | 13F-HR | 07 Jan 2020, 16:48 |
| Q3 2019 | 66 | $122,757,000 | +$65,771,694 | -$62,148,721 | +$3,622,973 | SPAB, PAPR, PAUG, IJUL, SPLG | 13F-HR | 17 Oct 2019, 14:18 |
| Q2 2019 | 48 | $118,216,000 | +$19,329,251 | -$17,415,171 | +$1,914,080 | FLRN, BIL, PAPR, PJAN, UJAN | 13F-HR | 17 Jul 2019, 14:22 |
| Q1 2019 | 43 | $114,532,000 | +$55,050,827 | -$39,290,145 | +$15,760,682 | FLRN, BIL, PJAN, UJAN, SPLG | 13F-HR | 22 Apr 2019, 13:19 |
| Q4 2018 | 38 | $95,644,000 | $0 | $0 | $0 | BIL, USFR, SPLG, MDT, SPYG | 13F-HR | 29 Jan 2019, 15:04 |