Intrepid Financial Planning Group LLC

Institutional manager (13F) · CIK 1641296

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $214M

#	Issuer	Value	Shares
1	ISHARES TR	$28M	42,186
2	STATE STR SPDR S&P 500 ETF T	$18M	28,237
3	ISHARES TR	$14M	33,672
4	AB ACTIVE ETFS INC	$11M	101,325
5	APPLE INC	$9M	36,229
6	AB ACTIVE ETFS INC	$9M	118,672
7	J P MORGAN EXCHANGE TRADED F	$8M	136,482
8	CALAMOS ETF TR	$8M	304,884
9	ELI LILLY & CO	$7M	8,029
10	INVESCO EXCHANGE TRADED FD T	$7M	34,018
11	J P MORGAN EXCHANGE TRADED F	$5M	96,245
12	PALANTIR TECHNOLOGIES INC	$5M	35,816
13	JPMORGAN CHASE & CO	$5M	17,705
14	STATE STR SPDR S&P MIDCAP 40	$5M	7,541
15	SELECT SECTOR SPDR TR	$4M	24,935
16	SPDR SERIES TRUST	$4M	38,809
17	ISHARES TR	$3M	111,008
18	AMAZON COM INC	$3M	15,965
19	SPDR SERIES TRUST	$3M	39,725
20	VISA INC	$3M	9,989
21	ISHARES TR	$3M	23,026
22	MARVELL TECHNOLOGY INC	$2M	24,250
23	INVESCO EXCH TRADED FD TR II	$2M	221,034
24	STATE STR SPDR DOW JONES IND	$2M	5,151
25	ARK ETF TR	$2M	35,132
26	CALAMOS ETF TR	$2M	98,146
27	NORTHWEST BANCSHARES INC	$2M	183,552
28	MICROSOFT CORP	$2M	6,090
29	JOHNSON & JOHNSON	$2M	9,046
30	ISHARES TR	$2M	10,264
31	ISHARES TR	$2M	9,479
32	SELECT SECTOR SPDR TR	$2M	43,900
33	ADVANCED MICRO DEVICES INC	$2M	9,347
34	ISHARES TR	$2M	20,842
35	DELL TECHNOLOGIES INC	$2M	11,388
36	BROADCOM INC	$2M	5,941
37	ISHARES TR	$2M	11,868
38	ISHARES TR	$2M	6,527
39	J P MORGAN EXCHANGE TRADED F	$1M	19,711
40	ISHARES TR	$1M	8,192
41	MANAGED PORTFOLIO SERIES	$1M	60,157
42	CALAMOS ETF TR	$1M	65,931
43	BLACKSTONE INC	$1M	12,303
44	GLOBAL X FDS	$1M	41,350
45	SPDR SERIES TRUST	$1M	20,133
46	GLOBAL X FDS	$1M	25,543
47	NVIDIA CORPORATION	$1M	7,304
48	COSTCO WHOLESALE CORPORATION	$1M	1,265
49	PROSHARES TR	$1M	13,967
50	ISHARES TR	$1M	3,799

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.