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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 2 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWP ISHARES TR 23,845.0 $3.3M 1.24% NEW $136.94 +2.8%
22 SPYM SPDR SERIES TRUST 40,091.0 $3.2M 1.22% NEW $80.22 +8.5%
23 MSFT MICROSOFT CORP Technology 6,208.0 $3.0M 1.14% NEW $483.62 -19.2%
24 ARKK ARK ETF TR 35,210.0 $2.7M 1.03% NEW $76.92 -1.7%
25 DIA SPDR DOW JONES INDL AVERAGE Financial Services 5,151.0 $2.5M 0.94% NEW $480.56 +6.8%
26 IWD ISHARES TR 11,043.0 $2.3M 0.88% NEW $210.34 +15.1%
27 XLF SELECT SECTOR SPDR TR 41,434.0 $2.3M 0.86% NEW $54.77 -2.6%
28 NWBI NORTHWEST BANCSHARES INC MD Financial Services 187,652.0 $2.3M 0.86% NEW $12.00 +23.3%
29 ITA ISHARES TR 9,724.0 $2.1M 0.79% NEW $214.69 +8.9%
30 MRVL MARVELL TECHNOLOGY INC Technology 24,250.0 $2.1M 0.78% NEW $84.98 +229.1%
31 AVGO BROADCOM INC Technology 5,940.0 $2.1M 0.78% NEW $346.10 +10.4%
32 AMD ADVANCED MICRO DEVICES INC Technology 9,252.0 $2.0M 0.75% NEW $214.16 +138.9%
33 BX BLACKSTONE INC Financial Services 12,628.0 $1.9M 0.74% NEW $154.14 -20.3%
34 CPRY CALAMOS ETF TR 71,561.0 $1.9M 0.73% NEW $26.99 +3.3%
35 JNJ JOHNSON & JOHNSON Healthcare 9,149.0 $1.9M 0.72% NEW $206.96 +16.4%
36 XLU SELECT SECTOR SPDR TR 43,392.0 $1.9M 0.70% NEW $42.69 +4.3%
37 IWS ISHARES TR 12,475.0 $1.8M 0.67% NEW $141.05 +16.1%
38 IWM ISHARES TR 6,926.0 $1.7M 0.65% NEW $246.15 +19.0%
39 IYW ISHARES TR 8,278.0 $1.7M 0.63% NEW $199.68 +22.6%
40 HDV ISHARES TR 12,909.0 $1.6M 0.60% NEW $121.61 -77.1%
Page 2 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%