Intrepid Financial Planning Group LLC
All 13F Filings
- Location
- Carmel, IN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 294,194
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/12/2026 | 135 | 294,194 | 13F-HR | Intrepid Financial Planning Group LLC |
| Q1 2026 | 5/13/2026 | 125 | 247,758 | 13F-HR | Intrepid Financial Planning Group LLC |
| Q4 2025 | 2/13/2026 | 122 | 263,097 | 13F-HR | Intrepid Financial Planning Group LLC |
| Q3 2025 | 11/13/2025 | 128 | 262,298 | 13F-HR | Intrepid Financial Planning Group LLC |
| Q2 2025 | 8/11/2025 | 123 | 237,944 | 13F-HR | Intrepid Financial Planning Group LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 98.18 K | 33.4% | 18.52 K | 0 | 18.52 K |
| ETFs | 196 K | 66.6% | 27.91 K | 0 | 27.91 K |
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Fund Snapshot
Q2 2026
Latest filed
8/12/2026
Total value ($000)
294,194
Holdings
135
QoQ value change ($000)
46,436
(18.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.