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 |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 159 | $337,537,341 | +$23,804,057 | -$17,726,741 | +$6,077,316 | ICSH, BUFR, EDV, XTWY, VUSB | 13F-HR | 04 Nov 2025, 16:15 |
| Q2 2025 | 155 | $318,641,883 | +$24,440,011 | -$13,128,031 | +$11,311,980 | ICSH, BUFR, VUSB, EDV, XTWY | 13F-HR | 06 Aug 2025, 12:36 |
| Q1 2025 | 145 | $295,826,013 | +$55,457,051 | -$44,441,448 | +$11,015,603 | 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 | +$83,652,310 | -$61,488,494 | +$22,163,816 | EDV, XTWY, SPLG, BUFR, SPYV | 13F-HR | 05 Nov 2024, 13:53 |
| Q2 2024 | 126 | $252,074,270 | +$36,085,420 | -$21,359,724 | +$14,725,696 | UTWY, UTHY, SPLG, SPYV, BUFR | 13F-HR | 05 Aug 2024, 16:11 |
| Q1 2024 | 120 | $227,291,009 | +$50,722,880 | -$28,629,902 | +$22,092,978 | SPIP, SPLG, SPYV, BMAY, BUFR | 13F-HR | 29 Apr 2024, 13:18 |
| Q4 2023 | 112 | $194,623,274 | +$8,410,387 | -$11,550,528 | -$3,140,141 | 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 | -$10,797,284 | +$5,575,223 | BMAY, FFEB, SPLG, SPYV, SPDW | 13F-HR | 24 Jul 2023, 14:08 |
| Q1 2023 | 111 | $175,137,222 | +$9,584,442 | -$3,902,766 | +$5,681,676 | BMAY, SPDW, FFEB, SPYV, SPLG | 13F-HR | 05 May 2023, 12:17 |
| Q4 2022 | 113 | $170,471,691 | +$26,073,944 | -$22,867,004 | +$3,206,940 | BMAY, SPYV, FFEB, SPDW, SPIP | 13F-HR | 19 Jan 2023, 14:11 |
| Q3 2022 | 102 | $161,887,170 | +$13,764,679 | -$7,970,595 | +$5,794,084 | BMAY, SPIP, FFEB, SPDW, SPYV | 13F-HR | 09 Nov 2022, 11:40 |
| Q2 2022 | 97 | $161,085,047 | +$35,690,127 | -$5,450,571 | +$30,239,556 | BMAY, SPIP, PNOV, FFEB, SPYV | 13F-HR | 08 Aug 2022, 11:50 |
| Q1 2022 | 94 | $174,652,000 | +$22,717,349 | -$10,996,826 | +$11,720,523 | BJUN, SPIP, PNOV, SPAB, FFEB | 13F-HR | 15 Apr 2022, 10:28 |
| Q4 2021 | 96 | $182,573,000 | +$19,297,523 | -$20,614,947 | -$1,317,424 | BJUN, SPIP, PNOV, SPAB, SPLG | 13F-HR | 18 Jan 2022, 08:33 |
| Q3 2021 | 94 | $182,168,000 | +$16,626,288 | -$12,390,974 | +$4,235,314 | BJUN, SPAB, BFEB, SPLG, FFEB | 13F-HR | 21 Oct 2021, 11:59 |
| Q2 2021 | 85 | $175,051,000 | +$35,931,048 | -$34,293,361 | +$1,637,687 | BJUN, SPAB, BFEB, FFEB, SPLG | 13F-HR | 28 Jul 2021, 13:02 |
| Q1 2021 | 83 | $169,831,000 | +$56,932,043 | -$51,071,132 | +$5,860,911 | SPAB, PSEP, FNOV, BFEB, FFEB | 13F-HR | 16 Apr 2021, 10:34 |
| Q4 2020 | 75 | $159,426,000 | +$28,938,460 | -$4,781,097 | +$24,157,363 | SPAB, PSEP, PAUG, FNOV, BSEP | 13F-HR | 08 Jan 2021, 10:44 |
| Q3 2020 | 71 | $142,685,000 | +$31,851,861 | -$22,080,350 | +$9,771,511 | SPAB, DFEB, PSEP, PAUG, BSEP | 13F-HR | 03 Nov 2020, 12:22 |
| Q2 2020 | 73 | $139,258,000 | +$20,254,720 | -$5,823,027 | +$14,431,693 | SPAB, PNOV, DFEB, PAUG, IJUL | 13F-HR | 10 Aug 2020, 11:22 |
| Q1 2020 | 68 | $122,136,117 | +$23,247,648 | -$10,084,031 | +$13,163,617 | PNOV, SPAB, DFEB, PAUG, IJUL | 13F-HR | 05 May 2020, 12:05 |
| Q4 2019 | 73 | $139,112,196 | +$38,379,468 | -$8,772,443 | +$29,607,025 | PNOV, SPAB, SPLG, PAUG, IJUL | 13F-HR | 07 Jan 2020, 15:48 |
| Q3 2019 | 66 | $122,757,000 | +$65,771,632 | -$58,399,715 | +$7,371,917 | SPAB, PAPR, PAUG, IJUL, SPLG | 13F-HR | 17 Oct 2019, 14:18 |
| Q2 2019 | 48 | $118,216,000 | +$19,329,245 | -$17,199,182 | +$2,130,063 | FLRN, BIL, PAPR, PJAN, UJAN | 13F-HR | 17 Jul 2019, 14:22 |
| Q1 2019 | 43 | $114,532,000 | +$55,050,844 | -$39,085,132 | +$15,965,712 | FLRN, BIL, PJAN, UJAN, SPLG | 13F-HR | 22 Apr 2019, 13:19 |
| Q4 2018 | 38 | $95,480,164 | $0 | BIL, USFRXXXX, SPLG, MDT, SPYG | 13F-HR | 29 Jan 2019, 14:04 |