Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Intrepid Financial Planning Group LLC (CIK 1641296) reported $294.2M across 135 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($31.3M, 10.65%), SPY ($20.9M, 7.09%), IWF ($16.7M, 5.66%), FWD ($16.3M, 5.52%), CAIE ($11.0M, 3.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $31.3M | 10.65% | 41,826 | Trimmed |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $20.9M | 7.09% | 27,923 | Trimmed |
| 3 | IWF | ISHARES TR | $16.7M | 5.66% | 134,146 | Added |
| 4 | FWD | AB ACTIVE ETFS INC | $16.3M | 5.52% | 109,732 | Added |
| 5 | CAIE | CALAMOS ETF TR | $11.0M | 3.74% | 404,833 | Added |
| 6 | AAPL | APPLE INC | $10.4M | 3.52% | 35,792 | Trimmed |
| 7 | LLY | ELI LILLY & CO | $9.6M | 3.26% | 7,991 | Trimmed |
| 8 | LOWV | AB ACTIVE ETFS INC | $9.0M | 3.06% | 113,193 | Trimmed |
| 9 | JEPI | J P MORGAN EXCHANGE TRADED F | $7.5M | 2.56% | 133,479 | Trimmed |
| 10 | MRVL | MARVELL TECHNOLOGY INC | $7.3M | 2.48% | 24,500 | Added |
| 11 | RSP | INVESCO EXCHANGE TRADED FD T | $7.2M | 2.46% | 34,031 | Added |
| 12 | JEPQ | J P MORGAN EXCHANGE TRADED F | $6.0M | 2.03% | 97,381 | Added |
| 13 | JPM | JPMORGAN CHASE & CO | $5.8M | 1.96% | 17,651 | Trimmed |
| 14 | AMD | ADVANCED MICRO DEVICES INC | $5.5M | 1.88% | 9,497 | Added |
| 15 | MDY | STATE STR SPDR S&P MIDCAP 40 | $5.3M | 1.78% | 7,464 | Trimmed |
| 16 | DELL | DELL TECHNOLOGIES INC | $4.9M | 1.67% | 11,388 | Hold |
| 17 | CAIQ | CALAMOS ETF TR | $4.7M | 1.60% | 174,965 | Added |
| 18 | XLI | SELECT SECTOR SPDR TR | $4.6M | 1.55% | 24,615 | Trimmed |
| 19 | PLTR | PALANTIR TECHNOLOGIES INC | $4.2M | 1.42% | 35,842 | Added |
| 20 | AMZN | AMAZON COM INC | $3.8M | 1.29% | 15,972 | Added |
| 21 | SPYM | SPDR SERIES TRUST | $3.5M | 1.20% | 40,283 | Added |
| 22 | BIL | SPDR SERIES TRUST | $3.5M | 1.18% | 37,945 | Trimmed |
| 23 | V | VISA INC | $3.4M | 1.16% | 9,954 | Trimmed |
| 24 | IWP | ISHARES TR | $3.3M | 1.13% | 22,766 | Trimmed |
| 25 | PFF | ISHARES TR | $3.0M | 1.00% | 96,966 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30