Intrepid Financial Planning Group LLC
All 13F Filings
- Location
- Carmel, IN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 247,758
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 79.66 K | 32.2% | 0 | 98.78 K | -98.78 K |
| ETFs | 168.1 K | 67.8% | 83.45 K | 0 | 83.45 K |
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Fund Snapshot
Q1 2026
Latest filed
5/13/2026
Total value ($000)
247,758
Holdings
125
QoQ value change ($000)
-15,339
(-5.8%)
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.