Valtinson Bruner Financial Planning LLC
All 13F Filings
- Location
- New Brighton, MN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 364,029
- Description
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- Website
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- Founded
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- Chairman
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- 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 | 5/5/2026 | 171 | 364,029 | 13F-HR | Valtinson Bruner Financial Planning LLC |
| Q4 2025 | 2/9/2026 | 165 | 347,584 | 13F-HR | Valtinson Bruner Financial Planning LLC |
| Q3 2025 | 11/4/2025 | 161 | 337,545 | 13F-HR | Valtinson Bruner Financial Planning LLC |
| Q2 2025 | 8/6/2025 | 155 | 318,642 | 13F-HR | Valtinson Bruner Financial Planning LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 161.9 K | 44.5% | 0 | 143.9 K | -143.9 K |
| ETFs | 201.3 K | 55.3% | 160.2 K | 0 | 160.2 K |
| Debt | 860 | 0.2% | 221 | 0 | 221 |
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Fund Snapshot
Q1 2026
Latest filed
5/5/2026
Total value ($000)
364,029
Holdings
171
QoQ value change ($000)
16,445
(4.7%)
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.