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Portfolio (Quarterly) Guide ↗

Intrepid Financial Planning Group LLC

· CIK 0001641296
13F Portfolio $263M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 122 New
Page 1 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 43,044.0 $29.5M 11.21% NEW $684.93 +8.8%
2 SPY SPDR S&P 500 ETF TR Financial Services 29,023.0 $19.8M 7.52% NEW $681.92 +8.8%
3 IWF ISHARES TR 34,482.0 $16.3M 6.20% NEW $472.89 -74.3%
4 AAPL APPLE INC Technology 37,136.0 $10.1M 3.84% NEW $271.86 +7.1%
5 FWD AB ACTIVE ETFS INC 93,573.0 $9.8M 3.72% NEW $104.47 +34.4%
6 LOWV AB ACTIVE ETFS INC 119,066.0 $9.3M 3.55% NEW $78.36 +1.6%
7 LLY ELI LILLY & CO Healthcare 7,910.0 $8.5M 3.23% NEW $1074.73 +5.4%
8 JEPI J P MORGAN EXCHANGE TRADED 138,678.0 $7.9M 3.01% NEW $57.16 -2.0%
9 JPM JPMORGAN CHASE & CO. Financial Services 22,193.0 $7.2M 2.72% NEW $322.22 -0.5%
10 RSP INVESCO EXCHANGE TRADED FD 35,001.0 $6.7M 2.55% NEW $191.56 +10.5%
11 PGX INVESCO EXCH TRADED FD TR 589,411.0 $6.6M 2.52% NEW $11.24 -2.8%
12 PLTR PALANTIR TECHNOLOGIES INC Technology 35,816.0 $6.4M 2.42% NEW $177.75 -28.0%
13 JEPQ J P MORGAN EXCHANGE TRADED 97,232.0 $5.7M 2.15% NEW $58.12 +3.0%
14 CAIE CALAMOS ETF TR 209,928.0 $5.6M 2.13% NEW $26.74 +1.1%
15 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 7,712.0 $4.7M 1.77% NEW $603.30 +15.0%
16 BIL SPDR SERIES TRUST 44,042.0 $4.0M 1.53% NEW $91.38 +0.1%
17 XLI SELECT SECTOR SPDR TR 25,373.0 $3.9M 1.50% NEW $155.12 +13.6%
18 AMZN AMAZON COM INC Consumer Cyclical 16,185.0 $3.7M 1.42% NEW $230.82 +3.3%
19 PFF ISHARES TR 118,737.0 $3.7M 1.40% NEW $30.96 +0.4%
20 V VISA INC Financial Services 10,099.0 $3.5M 1.35% NEW $350.71 -9.0%
Page 1 of 7  ·  122 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 45.0%
Technology 31.0%
Healthcare 11.3%
Consumer Cyclical 6.8%
Consumer Defensive 2.6%
Industrials 1.4%
Communication Services 1.3%
Energy 0.4%