Valtinson Bruner Financial Planning LLC

Institutional manager (13F) · CIK 1761450

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $313M

#	Issuer	Value	Shares
1	ISHARES TR	$39M	764,380
2	BONDBLOXX ETF TRUST	$22M	591,669
3	VANGUARD WORLD FD	$21M	330,722
4	FIRST TR EXCHNG TRADED FD VI	$21M	622,088
5	VANGUARD BD INDEX FDS	$17M	340,381
6	SPDR SERIES TRUST	$17M	218,859
7	SPDR SERIES TRUST	$14M	251,354
8	FIRST TR EXCHNG TRADED FD VI	$14M	390,643
9	HAWKINS INC	$14M	88,428
10	INNOVATOR ETFS TRUST	$11M	491,572
11	SPDR INDEX SHS FDS	$10M	227,987
12	SPDR INDEX SHS FDS	$9M	191,350
13	INNOVATOR ETFS TRUST	$9M	196,415
14	FIRST TR EXCHNG TRADED FD VI	$7M	149,695
15	APPLE INC	$5M	18,908
16	SSGA ACTIVE ETF TR	$5M	119,235
17	VANGUARD INDEX FDS	$5M	17,651
18	ISHARES TR	$4M	46,028
19	INNOVATOR ETFS TRUST	$4M	74,869
20	FIRST TR EXCHNG TRADED FD VI	$4M	65,984
21	MICROSOFT CORP	$3M	9,263
22	VANGUARD INDEX FDS	$3M	11,930
23	PACER FDS TR	$3M	52,788
24	FIRST TR EXCHNG TRADED FD VI	$3M	108,906
25	ELEVATION SERIES TRUST	$3M	67,602
26	VANGUARD INDEX FDS	$3M	7,831
27	VANGUARD INDEX FDS	$2M	4,123
28	FIRST TR EXCHNG TRADED FD VI	$2M	51,390
29	VANGUARD INTL EQUITY INDEX F	$2M	15,786
30	ELEVATION SERIES TRUST	$2M	57,216
31	INNOVATOR ETFS TRUST	$2M	47,690
32	INVESCO QQQ TR	$2M	3,912
33	SPDR SERIES TRUST	$2M	60,745
34	INNOVATOR ETFS TRUST	$2M	49,222
35	FIRST TR EXCHNG TRADED FD VI	$2M	37,758
36	ELEVATION SERIES TRUST	$2M	51,196
37	SPDR SERIES TRUST	$2M	79,006
38	SPDR SERIES TRUST	$2M	87,463
39	INNOVATOR ETFS TRUST	$2M	49,786
40	STATE STR SPDR S&P 500 ETF T	$2M	2,744
41	BERKSHIRE HATHAWAY INC DEL	$2M	3,312
42	MEDTRONIC PLC	$2M	18,163
43	SSGA ACTIVE TR	$2M	58,441
44	ADVANCED MICRO DEVICES INC	$1M	7,112
45	INNOVATOR ETFS TRUST	$1M	42,388
46	WELLS FARGO & CO	$1M	17,789
47	AMAZON COM INC	$1M	6,667
48	HONEYWELL INTL INC	$1M	5,897
49	INNOVATOR ETFS TRUST	$1M	22,954
50	WORLD GOLD TR	$1M	13,719

All filings on EDGAR ↗

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