Intrepid Financial Planning Group LLC
Annual return '25
+4.4%
SPY '25
+17.7%
Alpha
-13.3ptsvs SPY
Invested
$247.8M
Holdings
125
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q4 2025: Exited (was 43.7k shares)
11.1%
02
$SPY
STATE STR SPDR S&P 500 ETF T
Q4 2025: Exited (was 29.7k shares)
7.4%
03
$IWF
ISHARES TR
Q4 2025: Exited (was 34.6k shares)
5.8%
04
$FWD
AB ACTIVE ETFS INC
Q4 2025: Exited (was 72.1k shares)
4.4%
05
$AAPL
APPLE INC
Q4 2025: Exited (was 38.2k shares)
3.7%
06
$LOWV
AB ACTIVE ETFS INC
Q4 2025: Exited (was 108.4k shares)
3.5%
07
$JEPI
J P MORGAN EXCHANGE TRADED F
Q4 2025: Exited (was 139.8k shares)
3.1%
08
$CAIE
CALAMOS ETF TR
Q4 2025: Exited (was 152.5k shares)
3.1%
09
$LLY
ELI LILLY & CO
Q4 2025: Exited (was 7.9k shares)
3.0%
10
$RSP
INVESCO EXCHANGE TRADED FD T
Q4 2025: Exited (was 38.2k shares)
2.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:23 UTC.