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 $247.8M across 125 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($27.6M, 11.12%), SPY ($18.4M, 7.41%), IWF ($14.4M, 5.80%), FWD ($11.0M, 4.44%), AAPL ($9.2M, 3.71%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $27.6M | 11.12% | 42,186 | Trimmed |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $18.4M | 7.41% | 28,237 | Trimmed |
| 3 | IWF | ISHARES TR | $14.4M | 5.80% | 33,672 | Trimmed |
| 4 | FWD | AB ACTIVE ETFS INC | $11.0M | 4.44% | 101,325 | Added |
| 5 | AAPL | APPLE INC | $9.2M | 3.71% | 36,229 | Trimmed |
| 6 | LOWV | AB ACTIVE ETFS INC | $8.8M | 3.54% | 118,672 | Trimmed |
| 7 | JEPI | J P MORGAN EXCHANGE TRADED F | $7.7M | 3.12% | 136,482 | Trimmed |
| 8 | CAIE | CALAMOS ETF TR | $7.7M | 3.09% | 304,884 | Added |
| 9 | LLY | ELI LILLY & CO | $7.4M | 2.98% | 8,029 | Added |
| 10 | RSP | INVESCO EXCHANGE TRADED FD T | $6.5M | 2.64% | 34,018 | Trimmed |
| 11 | JEPQ | J P MORGAN EXCHANGE TRADED F | $5.3M | 2.15% | 96,245 | Trimmed |
| 12 | PLTR | PALANTIR TECHNOLOGIES INC | $5.2M | 2.11% | 35,816 | Hold |
| 13 | JPM | JPMORGAN CHASE & CO | $5.2M | 2.10% | 17,705 | Trimmed |
| 14 | MDY | STATE STR SPDR S&P MIDCAP 40 | $4.7M | 1.88% | 7,541 | Trimmed |
| 15 | XLI | SELECT SECTOR SPDR TR | $4.0M | 1.63% | 24,935 | Trimmed |
| 16 | BIL | SPDR SERIES TRUST | $3.6M | 1.44% | 38,809 | Trimmed |
| 17 | PFF | ISHARES TR | $3.4M | 1.36% | 111,008 | Trimmed |
| 18 | AMZN | AMAZON COM INC | $3.3M | 1.34% | 15,965 | Trimmed |
| 19 | SPLG | SPDR SERIES TRUST | $3.0M | 1.23% | 39,725 | Trimmed |
| 20 | V | VISA INC | $3.0M | 1.22% | 9,989 | Trimmed |
| 21 | IWP | ISHARES TR | $3.0M | 1.19% | 23,026 | Trimmed |
| 22 | MRVL | MARVELL TECHNOLOGY INC | $2.4M | 0.97% | 24,250 | Hold |
| 23 | PGX | INVESCO EXCH TRADED FD TR II | $2.4M | 0.97% | 221,034 | Trimmed |
| 24 | ARKK | ARK ETF TR | $2.4M | 0.96% | 35,132 | Trimmed |
| 25 | DIA | STATE STR SPDR DOW JONES IND | $2.4M | 0.96% | 5,151 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31