Valtinson Bruner Financial Planning LLC
All 13F Filings
- Location
- New Brighton, MN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 399,091
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/3/2026 | 189 | 399,091 | 13F-HR | Valtinson Bruner Financial Planning LLC |
| 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 | 128.6 K | 32.2% | 0 | 33.23 K | -33.23 K |
| ETFs | 269.6 K | 67.5% | 68.27 K | 0 | 68.27 K |
| Debt | 874 | 0.2% | 14 | 0 | 14 |
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Fund Snapshot
Q2 2026
Latest filed
8/3/2026
Total value ($000)
399,091
Holdings
189
QoQ value change ($000)
35,062
(9.6%)
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.