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Manager record

Valtinson Bruner Financial Planning LLC

New Brighton, MN · CIK 1761450 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$399.09MReported 13F valueQ2 2026 · as filed
189Holdings listed
+9.6%vs prior quartervalue change includes market moves
5Quarters on record
Aug 03Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $324.6M$324.6MQ2 2025159 holdingsQ3 2025: $324.6M$324.6MQ3 2025159 holdingsQ4 2025: $347.6M$347.6MQ4 2025165 holdingsQ1 2026: $364.0M$364.0MQ1 2026171 holdingsQ2 2026: $399.1M$399.1MQ2 2026189 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 03 2026 13F-HR · period Q2 2026

$399.09M · 189 holdings listed · View original SEC filing ↗
May 05 2026 13F-HR · period Q1 2026

$364.03M · 171 holdings listed · View original SEC filing ↗
Feb 09 2026 13F-HR · period Q4 2025

$347.58M · 165 holdings listed · View original SEC filing ↗
Nov 04 2025 13F-HR · period Q3 2025

$324.59M · 159 holdings listed · View original SEC filing ↗
Aug 06 2025 13F-HR · period Q2 2025

$324.59M · 159 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 03, 2026 · Change methodology