§ 13F · FUND PROFILE
Valtinson Bruner Financial Planning LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $318.6T (13F)Positions · 155Turnover · — · Q4Filed · Feb 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$14.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | ICSH | ISHARES TR | 731K | $37.0T | 10.6% | +9% |
| 2 | XTWY | BONDBLOXX ETF TRUST | 552K | $20.9T | 6.0% | +12% |
| 3 | EDV | VANGUARD WORLD FD | 320K | $20.8T | 6.0% | +6% |
| 4 | BUFR | FIRST TR EXCHNG TRADED FD VI | 574K | $19.7T | 5.7% | −13% |
| 5 | SPYM | SPDR SERIES TRUST | 218K | $17.5T | 5.0% | ±0% |
| 6 | VUSB | VANGUARD BD INDEX FDS | 345K | $17.2T | 4.9% | −10% |
| 7 | BUFQ | FIRST TR EXCHNG TRADED FD VI | 406K | $14.5T | 4.2% | −2% |
| 8 | SPYV | SPDR SERIES TRUST | 249K | $14.1T | 4.1% | ±0% |
| 9 | DDFO | INNOVATOR ETFS TRUST | 495K | $10.7T | 3.1% | NEW |
| 10 | SPDW | SPDR INDEX SHS FDS | 208K | $9.2T | 2.7% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VALTINSON SIGNAL
AC read
Valtinson Bruner Financial Planning LLC is a Other fund managing $318641.9 trillion in assets. The fund runs a portfolio of 155 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed