Glekko logo

Valtinson Bruner Financial Planning LLC - Q12026 Holdings

Valtinson Bruner Financial Planning LLC holds 171 stocks with a total portfolio value of $ 364.03M as of Q12026. In Q12026, Valtinson Bruner Financial Planning LLC added 11 new positions, increased stakes in 72 stocks, reduced 53 holdings, and fully exited 5 positions. The largest holding is Ishares Tr (ICSH), representing 10.63% of the total portfolio.

Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options