Arkolith/Funds/Intrepid Financial Planning Group LLC

Intrepid Financial Planning Group LLC

CIK 1641296Wealth platform
Holdings as of Jun 30, 2026·disclosed Aug 12, 2026·~43-day 13F lag·13F-HR
Active Filer

Intrepid Financial Planning Group LLC holds a focused book of 135 stocks worth $294.2M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Destiny Tech100 Inc and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 11% of the equity book.

Opened
53
bought for the first time
Added to
44
already held, bought more
Trimmed
53
sold some, still holds it
Sold out
6
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
33%
Top 10 holdings
48%
Top 20 holdings
65%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

30% mapped to company sectors

ETF / fund or unclassified
70%
Information Technology
15%
Financials
6%
Health Care
5%
Consumer Discretionary
3%
Industrials
1%
Energy
0%
Consumer Staples
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Intrepid Financial Planning Group LLC

Manager / fundShared namesTheir $ in those
ROYAL BANK OF CANADA78 / 80$125.2B
ENVESTNET ASSET MANAGEMENT INC78 / 80$70.8B
OSAIC HOLDINGS, INC.78 / 80$15.1B
Integrated Wealth Concepts LLC78 / 80$3.4B
HARBOUR INVESTMENTS, INC.78 / 80$865.6M
MORGAN STANLEY77 / 80$465.5B
WELLS FARGO & COMPANY/MN77 / 80$135.7B
UBS Group AG77 / 80$120.9B

Ranked by how many of Intrepid Financial Planning Group LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

135 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$31.3M41.8K
10.6%
−0.8%
Reduced · −360 sh
2State STR SPDR S&P 500 ETF T
TR UNIT
$20.9M27.9K
7.1%
−1.1%
Reduced · −314 sh
3Ishares TR
RUS 1000 GRW ETF
$16.7M134.1K
5.7%
+298%
Added · +100K sh
4AB Active Etfs Inc
DISRUPTORS ETF
$16.3M109.7K
5.5%
+8.3%
Added · +8K sh
5Calamos ETF TR
AUTOC INCOM ETF
$11.0M404.8K
3.7%
+33%
Added · +100K sh
6Apple Inc
COM
$10.4M35.8K
3.5%
−1.2%
Reduced · −437 sh
7Eli Lilly & Co
COM
$9.6M8.0K
3.3%
−0.5%
Reduced · −38 sh
8AB Active Etfs Inc
US LOW VOLATIL
$9.0M113.2K
3.1%
−4.6%
Reduced · −5K sh
9J P Morgan Exchange Traded F
EQUITY PREMIUM
$7.5M133.5K
2.6%
−2.2%
Reduced · −3K sh
10Marvell Technology Inc
COM
$7.3M24.5K
2.5%
+1.0%
Added · +250 sh
11Invesco Exchange Traded FD T
S&P500 EQL WGT
$7.2M34.0K
2.5%
~0%
Added · +13 sh
12J P Morgan Exchange Traded F
NASDAQ EQT PREM
$6.0M97.4K
2.0%
+1.2%
Added · +1K sh
13JPMorgan Chase & Co
COM
$5.8M17.7K
2.0%
−0.3%
Reduced · −54 sh
14Advanced Micro Devices Inc
COM
$5.5M9.5K
1.9%
+1.6%
Added · +150 sh
15State STR SPDR S&P Midcap 40
UTSER1 S&PDCRP
$5.3M7.5K
1.8%
−1.0%
Reduced · −77 sh
16Dell Technologies Inc
CL C
$4.9M11.4K
1.7%
Held
17Calamos ETF TR
NASDAQ AUTOCALLL
$4.7M175.0K
1.6%
+78%
Added · +77K sh
18Select Sector SPDR TR
ST STR INDL ETF
$4.6M24.6K
1.5%
−1.3%
Reduced · −320 sh
19Palantir Technologies Inc
CL A
$4.2M35.8K
1.4%
+0.1%
Added · +26 sh
20Amazon Com Inc
COM
$3.8M16.0K
1.3%
~0%
Added · +7 sh
21SPDR Series Trust
ST STR P500ETF
$3.5M40.3K
1.2%
+1.4%
Added · +558 sh
22SPDR Series Trust
ST STR BLO 1 ETF
$3.5M37.9K
1.2%
−2.2%
Reduced · −864 sh
23Visa Inc
COM CL A
$3.4M10.0K
1.2%
−0.3%
Reduced · −35 sh
24Ishares TR
RUS MD CP GR ETF
$3.3M22.8K
1.1%
−1.1%
Reduced · −260 sh
25Ishares TR
PFD AND INCM SEC
$3.0M97.0K
1.0%
−13%
Reduced · −14K sh
26Ark ETF TR
INNOVATION ETF
$2.8M34.9K
1.0%
−0.7%
Reduced · −253 sh
27Northwest Bancshares Inc
COM
$2.8M182.9K
0.9%
−0.3%
Reduced · −634 sh
28State STR SPDR Dow Jones Ind
UT SER 1
$2.6M5.1K
0.9%
−1.8%
Reduced · −95 sh
29Ishares TR
RUS 1000 VAL ETF
$2.5M10.2K
0.8%
−0.8%
Reduced · −82 sh
30Johnson & Johnson
COM
$2.3M9.0K
0.8%
Held
31Ishares TR
US AER DEF ETF
$2.3M9.4K
0.8%
−1.1%
Reduced · −100 sh
32Broadcom Inc
COM
$2.3M6.0K
0.8%
+0.4%
Added · +25 sh
33Microsoft Corp
COM
$2.2M5.9K
0.7%
−3.0%
Reduced · −182 sh
34Ishares TR
CORE MSCI EAFE
$2.2M22.5K
0.7%
+8.1%
Added · +2K sh
35Ishares TR
U.S. TECH ETF
$2.1M8.2K
0.7%
+0.1%
Added · +6 sh
36Select Sector SPDR TR
ST STR UTIL ETF
$2.0M43.6K
0.7%
−0.7%
Reduced · −288 sh
37Ishares TR
RUS MDCP VAL ETF
$1.9M11.6K
0.6%
−2.4%
Reduced · −287 sh
38Ishares TR
RUSSELL 2000 ETF
$1.9M6.3K
0.6%
−4.2%
Reduced · −271 sh
39J P Morgan Exchange Traded F
INTRNL RES EQT
$1.6M19.1K
0.5%
−2.9%
Reduced · −572 sh
40Global X FDS
RBTCS ARTFL INTE
$1.6M41.1K
0.5%
−0.5%
Reduced · −225 sh
41Sphere Entertainment Co
CL A
$1.6M9.0K
0.5%
+5.9%
Added · +500 sh
42Managed Portfolio Ser
KENS HE PREM ETF
$1.5M59.4K
0.5%
−1.2%
Reduced · −711 sh
43Ishares TR
RUS 2000 GRW ETF
$1.5M3.9K
0.5%
+2.4%
Added · +90 sh
44Global X FDS
US INFR DEV ETF
$1.5M25.6K
0.5%
+0.2%
Added · +63 sh
45Nvidia Corporation
COM
$1.5M7.5K
0.5%
+2.8%
Added · +203 sh
46SPDR Series Trust
ST STR SP REGBNK
$1.5M19.8K
0.5%
−1.9%
Reduced · −379 sh
47Blackstone Inc
COM
$1.4M12.2K
0.5%
−1.0%
Reduced · −125 sh
48Bank Of Amer Corp
COM
$1.4M24.6K
0.5%
~0%
Reduced · −7 sh
49Select Sector SPDR TR
ST STR TECHN ETF
$1.3M7.1K
0.5%
−0.5%
Reduced · −33 sh
50Select Sector SPDR TR
ST STR CARE ETF
$1.3M8.0K
0.4%
−1.4%
Reduced · −111 sh
Showing 50 of 135 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 12, 2026135$294.2M13F-HR
Q1 2026Mar 31, 2026May 13, 2026125$247.8M13F-HR
Q4 2025Dec 31, 2025Feb 13, 2026122$263.1M13F-HR
Q3 2025Sep 30, 2025Nov 13, 2025128$262.3M13F-HR
Q2 2025Jun 30, 2025Aug 11, 2025123$237.9M13F-HR
Q1 2025Mar 31, 2025May 13, 2025118$215.9M13F-HR
Q4 2024Dec 31, 2024Feb 10, 2025122$236.7M13F-HR
Q3 2024Sep 30, 2024Nov 4, 2024127$233.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.