Valtinson Bruner Financial Planning LLC
Q1 2026 13F Holdings
- Locationnew brighton, MN
- Num holdings
171
- Value ($000)
$364,029
- Date Filed 05/05/2026
- Form type13F-HR
- CIK 0001761450
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | ULTRA SHORT DUR | 46434V878 | $38.69M | 11 % | 764,380 | ||
BONDBLOXX ETF TRUST | BLOOMBERG TWENTY | 09789C796 | $22.24M | 6 % | 591,669 | ||
VANGUARD WORLD FD | EXTENDED DUR | 921910709 | $21.48M | 6 % | 330,722 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740F755 | $21.01M | 6 % | 622,088 | ||
VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 | $16.95M | 5 % | 340,381 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A854 | $16.75M | 5 % | 218,859 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A508 | $14.22M | 4 % | 251,354 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740U752 | $13.8M | 4 % | 390,643 | ||
HAWKINS INC | COM | 420261109 | $13.58M | 4 % | 88,428 | ||
INNOVATOR ETFS TRUST | EQUITY DUAL DIRE | 45784N528 | $10.55M | 3 % | 491,572 |
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