Valtinson Bruner Financial Planning LLC
Annual return '25
+15.1%
SPY '25
+17.7%
Alpha
-2.6ptsvs SPY
Invested
$364M
Holdings
172
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$ICSH
ISHARES TR
Held since at least Q1 2024
10.6%
02
$XTWY
BONDBLOXX ETF TRUST
Held since at least Q1 2024
6.1%
03
$EDV
VANGUARD WORLD FD
Q1 2026: Sold 10.4% (24.6k → 22.0k shares)
5.9%
04
$BUFR
FIRST TR EXCHNG TRADED FD VI
Q1 2026: Increased +9.7% (1.43M → 1.57M shares)
5.8%
05
$VUSB
VANGUARD BD INDEX FDS
Q1 2026: Sold 1.7% (16.5k → 16.2k shares)
4.7%
06
$SPYM
SPDR SERIES TRUST
Q1 2026: Sold 3.2% (613.1k → 593.7k shares)
4.6%
07
$SPYV
SPDR SERIES TRUST
Q1 2026: Sold 2.4% (694.3k → 677.5k shares)
3.9%
08
$BUFQ
FIRST TR EXCHNG TRADED FD VI
Q1 2026: Sold 5.3% (206.7k → 195.7k shares)
3.8%
09
$HWKN
HAWKINS INC
Held since at least Q1 2024
3.7%
10
$DDFO
INNOVATOR ETFS TRUST
Held since at least Q1 2024
2.9%
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 09:49 UTC.