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Portfolio (Quarterly) Guide ↗

Intrepid Financial Planning Group LLC

· CIK 0001641296
13F Portfolio $248M AUM 125 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 24 Added 48 Reduced 6 Exited
Page 1 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 42,186.0 $27.6M 11.12% -858.0 -2.0% $653.21 +16.0%
2 SPY STATE STR SPDR S&P 500 ETF T Financial Services 28,237.0 $18.4M 7.41% -786.0 -2.7% $650.35 +16.0%
3 IWF ISHARES TR 33,672.0 $14.4M 5.79% -810.0 -2.4% $426.40 -70.3%
4 FWD AB ACTIVE ETFS INC 101,325.0 $11.0M 4.45% +8K +8.3% $108.68 +30.5%
5 AAPL APPLE INC Technology 36,229.0 $9.2M 3.71% -907.0 -2.4% $253.79 +22.5%
6 LOWV AB ACTIVE ETFS INC 118,672.0 $8.8M 3.54% $73.88 +9.7%
7 JEPI J P MORGAN EXCHANGE TRADED F 136,482.0 $7.7M 3.12% -2K -1.6% $56.55 -0.6%
8 CAIE CALAMOS ETF TR 304,884.0 $7.7M 3.09% +95K +45.2% $25.14 +10.6%
9 LLY ELI LILLY & CO Healthcare 8,029.0 $7.4M 2.98% +119.0 +1.5% $919.76 +21.8%
10 RSP INVESCO EXCHANGE TRADED FD T 34,018.0 $6.5M 2.63% -983.0 -2.8% $191.92 +8.8%
11 JEPQ J P MORGAN EXCHANGE TRADED F 96,245.0 $5.3M 2.15% -987.0 -1.0% $55.34 +10.1%
12 PLTR PALANTIR TECHNOLOGIES INC Technology 35,816.0 $5.2M 2.12% $146.28 -4.4%
13 JPM JPMORGAN CHASE & CO Financial Services 17,705.0 $5.2M 2.10% -4K -20.2% $294.16 +1.1%
14 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 7,541.0 $4.7M 1.88% -171.0 -2.2% $616.79 +10.4%
15 XLI SELECT SECTOR SPDR TR 24,935.0 $4.0M 1.63% -438.0 -1.7% $161.73 +7.9%
16 BIL SPDR SERIES TRUST 38,809.0 $3.6M 1.44% -5K -11.9% $91.64 -0.0%
17 PFF ISHARES TR 111,008.0 $3.4M 1.35% -8K -6.5% $30.25 +4.1%
18 AMZN AMAZON COM INC Consumer Cyclical 15,965.0 $3.3M 1.34% -220.0 -1.4% $208.27 +29.9%
19 SPYM SPDR SERIES TRUST 39,725.0 $3.0M 1.23% -366.0 -0.9% $76.54 +16.0%
20 V VISA INC Financial Services 9,989.0 $3.0M 1.22% -110.0 -1.1% $302.24 +6.4%
Page 1 of 7  ·  125 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 44.0%
Technology 30.7%
Healthcare 11.6%
Consumer Cyclical 6.5%
Consumer Defensive 3.1%
Communication Services 1.8%
Industrials 1.3%
Energy 1.0%