StockDriftsStockDriftsTop 50 Intrepid Financial Planning Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 10.65% | 41.8K | $31.3M | -0.85%(-360) | $419.97(+85.47%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 7.09% | 27.9K | $20.9M | -1.11%(-314) | $417.98(+85.50%) | 2026-06-30 | |
| IWF | ISHARES TR | 5.66% | 134.1K | $16.7M | -0.40%(-542) | $62.61(+97.07%) | 2026-06-30 | |
| FWD | AB ACTIVE ETFS INC | 5.52% | 109.7K | $16.3M | +8.30%(+8.41K) | $99.99(+35.48%) | 2026-06-30 | |
| CAIE | CALAMOS ETF TR | 3.74% | 404.8K | $11.0M | +32.78%(+99.95K) | $26.33(+4.34%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.52% | 35.8K | $10.4M | -1.21%(-437) | $158.91(+92.18%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 3.26% | 8.0K | $9.6M | -0.47%(-38) | $340.53(+246.33%) | 2026-06-30 | |
| LOWV | AB ACTIVE ETFS INC | 3.06% | 113.2K | $9.0M | -4.62%(-5.48K) | $71.08(+19.02%) | 2026-06-30 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 2.56% | 133.5K | $7.5M | -2.20%(-3.00K) | $57.37(+0.89%) | 2026-06-30 | |
| MRVL | MARVELL TECHNOLOGY INC | 2.48% | 24.5K | $7.3M | +1.03%(+250) | $58.72(+299.42%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (16 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.02% | +56.18% | — | — | +72.56% |
| Top 20 Holdings Unweighted | +15.43% | +53.78% | — | — | +70.13% |
Intrepid Financial Planning Group LLC reports $294.19M in US-listed equity holdings across 135 positions in its most recent 13F filing. Its largest disclosed positions are IVV (10.7%), SPY (7.1%) and IWF (5.7%). The top 20 holdings account for 65.18% of reported assets. Its disclosed equity book has returned +56.18% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Intrepid Financial Planning Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1641296). View Intrepid Financial Planning Group LLC’s 13F filings on SEC