Intrepid Financial Planning Group LLC — 13F holdings

Intrepid Financial Planning Group LLC reported 135 holdings worth $294M in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

  1. IVV ISHARES TR — $31.3M (10.6%)
  2. SPY SPDR S&P 500 ETF TR — $20.9M (7.1%)
  3. IWF ISHARES TR — $16.7M (5.7%)
  4. FWD AB ACTIVE ETFS INC — $16.3M (5.5%)
  5. CAIE CALAMOS ETF TR — $11.0M (3.7%)
  6. AAPL APPLE INC — $10.4M (3.5%)
  7. LLY ELI LILLY & CO — $9.58M (3.3%)
  8. LOWV AB ACTIVE ETFS INC — $9.01M (3.1%)
  9. JEPI J P MORGAN EXCHANGE TRADED F — $7.54M (2.6%)
  10. MRVL MARVELL TECHNOLOGY INC — $7.30M (2.5%)