Valtinson Bruner Financial Planning LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $239 Million distributed in 145 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Blackrock Ultra Short Term Bon with a value of $35.5M, Vanguard Extended Duration Tre with a value of $19.2M, First Tr Ex Td Viii Ft Cboe Ve with a value of $18.9M, First Tr Ex Tr Fd Viii Ft Cboe with a value of $12M, and Spdr Portfolio S&P 500 Value E with a value of $11.4M.
Examining the 13F form we can see an decrease of $2.56M in the current position value, from $242M to 239M.
Below you can find more details about Valtinson Bruner Financial Planning LLC portfolio as well as his latest detailed transactions.