Valtinson Bruner Financial Planning LLC Diversified Active

Location: New Brighton, MN

CIK: 0001761450 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 9, 2026

Total Value: $348M (100.0% shares, 0.0% debt)

Holdings (165)

ICSH ISHARES TR 10.6%
Value $36.98M Shares 731,069 Est. Cost $50.68 Unrealized
XTWY BONDBLOXX ETF TRUST 6.0%
Value $20.88M Shares 551,871 Est. Cost $42.97 Unrealized
EDV VANGUARD WORLD FD 6.0%
Value $20.78M Shares 319,639 Est. Cost $77.67 Unrealized
BUFR FIRST TR EXCHNG TRADED FD VI 5.7%
Value $19.66M Shares 573,706 Est. Cost $28.27 Unrealized
SPYM SPDR SERIES TRUST 5.0%
Value $17.47M Shares 217,816 Est. Cost $57.10 Unrealized
VUSB VANGUARD BD INDEX FDS 4.9%
Value $17.18M Shares 344,647 Est. Cost $49.86 Unrealized
BUFQ FIRST TR EXCHNG TRADED FD VI 4.2%
Value $14.55M Shares 405,874 Est. Cost $28.63 Unrealized
SPYV SPDR SERIES TRUST 4.1%
Value $14.12M Shares 248,514 Est. Cost $44.79 Unrealized
DDFO INNOVATOR ETFS TRUST 3.1%
Value $10.7M Shares 495,178 Est. Cost $21.62 Unrealized
SPDW SPDR INDEX SHS FDS 2.7%
Value $9.224M Shares 207,706 Est. Cost $35.19 Unrealized
SPEM SPDR INDEX SHS FDS 2.6%
Value $9.12M Shares 194,840 Est. Cost $37.66 Unrealized
BMAY INNOVATOR ETFS TRUST 2.6%
Value $8.997M Shares 200,763 Est. Cost $28.80 Unrealized
FAPR FIRST TR EXCHNG TRADED FD VI 2.0%
Value $6.859M Shares 154,409 Est. Cost $28.47 Unrealized
VB VANGUARD INDEX FDS 1.4%
Value $4.991M Shares 19,348 Est. Cost $217.07 Unrealized
AAPL APPLE INC 1.4%
Value $4.869M Shares 17,908 Est. Cost $154.52 Unrealized +73.7%
SRLN SSGA ACTIVE ETF TR 1.3%
Value $4.472M Shares 108,370 Est. Cost $41.46 Unrealized
MSFT MICROSOFT CORP 1.3%
Value $4.374M Shares 9,045 Est. Cost $288.18 Unrealized +73.7%
TLT ISHARES TR 1.2%
Value $4.245M Shares 48,702 Est. Cost $88.12 Unrealized
BMAR INNOVATOR ETFS TRUST 1.2%
Value $4.037M Shares 76,101 Est. Cost $32.26 Unrealized
FJUN FIRST TR EXCHNG TRADED FD VI 1.1%
Value $3.813M Shares 66,833 Est. Cost $35.20 Unrealized
VO VANGUARD INDEX FDS 1.0%
Value $3.315M Shares 11,424 Est. Cost $236.18 Unrealized
COWZ PACER FDS TR 0.9%
Value $3.114M Shares 51,754 Est. Cost $47.15 Unrealized
NOVZ ELEVATION SERIES TRUST 0.9%
Value $3.042M Shares 69,361 Est. Cost $44.61 Unrealized
BUFG FIRST TR EXCHNG TRADED FD VI 0.9%
Value $2.987M Shares 108,546 Est. Cost $17.87 Unrealized
FOCT FIRST TR EXCHNG TRADED FD VI 0.7%
Value $2.589M Shares 52,850 Est. Cost $33.37 Unrealized
QQQ INVESCO QQQ TR 0.7%
Value $2.497M Shares 4,065 Est. Cost $324.55 Unrealized
VTI VANGUARD INDEX FDS 0.7%
Value $2.469M Shares 7,363 Est. Cost $219.96 Unrealized
JULZ ELEVATION SERIES TRUST 0.7%
Value $2.431M Shares 57,708 Est. Cost $46.35 Unrealized
BFEB INNOVATOR ETFS TRUST 0.7%
Value $2.316M Shares 47,598 Est. Cost $30.23 Unrealized
VOO VANGUARD INDEX FDS 0.7%
Value $2.314M Shares 3,689 Est. Cost $363.27 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.6%
Value $2.25M Shares 15,701 Est. Cost $119.72 Unrealized
SEPZ ELEVATION SERIES TRUST 0.6%
Value $2.171M Shares 51,383 Est. Cost $42.34 Unrealized
FFEB FIRST TR EXCHNG TRADED FD VI 0.6%
Value $2.157M Shares 38,092 Est. Cost $35.60 Unrealized
PSEP INNOVATOR ETFS TRUST 0.6%
Value $2.152M Shares 49,222 Est. Cost $26.74 Unrealized
ZROZ PIMCO ETF TR 0.6%
Value $2.148M Shares 33,438 Est. Cost $68.62 Unrealized
ECL ECOLAB INC 0.5%
Value $1.881M Shares 7,163 Est. Cost $146.16 Unrealized +81.8%
BSTP INNOVATOR ETFS TRUST 0.5%
Value $1.849M Shares 49,786 Est. Cost $23.09 Unrealized
EMHC SPDR SERIES TRUST 0.5%
Value $1.846M Shares 72,511 Est. Cost $25.24 Unrealized
SPY SPDR S&P 500 ETF TR 0.5%
Value $1.834M Shares 2,690 Est. Cost $355.11 Unrealized
MDT MEDTRONIC PLC 0.5%
Value $1.729M Shares 18,003 Est. Cost $76.95 Unrealized +26.2%
EBND SPDR SERIES TRUST 0.5%
Value $1.69M Shares 79,083 Est. Cost $21.36 Unrealized
WFC WELLS FARGO CO NEW 0.5%
Value $1.669M Shares 17,909 Est. Cost $49.48 Unrealized +75.1%
AMD ADVANCED MICRO DEVICES INC 0.4%
Value $1.523M Shares 7,112 Est. Cost $224.60 Unrealized 0.0%
CERY SPDR SERIES TRUST 0.4%
Value $1.499M Shares 52,506 Est. Cost $27.76 Unrealized
AMZN AMAZON COM INC 0.4%
Value $1.498M Shares 6,490 Est. Cost $150.87 Unrealized +51.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value $1.46M Shares 2,904 Est. Cost $291.50 Unrealized +70.7%
KOCT INNOVATOR ETFS TRUST 0.4%
Value $1.446M Shares 42,954 Est. Cost $26.19 Unrealized
NOCT INNOVATOR ETFS TRUST 0.4%
Value $1.329M Shares 22,954 Est. Cost $34.46 Unrealized
FISR SSGA ACTIVE TR 0.4%
Value $1.317M Shares 50,815 Est. Cost $25.89 Unrealized
NVDA NVIDIA CORPORATION 0.4%
Value $1.25M Shares 6,702 Est. Cost $114.80 Unrealized +62.1%
KNG FIRST TR EXCHANGE-TRADED FD 0.4%
Value $1.219M Shares 24,809 Est. Cost $53.95 Unrealized
GLDM WORLD GOLD TR 0.3%
Value $1.206M Shares 14,122 Est. Cost $51.48 Unrealized
XEL XCEL ENERGY INC 0.3%
Value $1.169M Shares 15,830 Est. Cost $48.62 Unrealized +61.0%
FDEC FIRST TR EXCHNG TRADED FD VI 0.3%
Value $1.156M Shares 22,583 Est. Cost $35.29 Unrealized
BAPR INNOVATOR ETFS TRUST 0.3%
Value $1.122M Shares 23,387 Est. Cost $30.91 Unrealized
HON HONEYWELL INTL INC 0.3%
Value $1.12M Shares 5,743 Est. Cost $119.38 Unrealized +63.4%
GOOGL ALPHABET INC 0.3%
Value $1.015M Shares 3,241 Est. Cost $115.83 Unrealized +146.6%
PJAN INNOVATOR ETFS TRUST 0.3%
Value $960K Shares 20,418 Est. Cost $32.33 Unrealized
BUFT FIRST TR EXCHNG TRADED FD VI 0.3%
Value $895K Shares 36,365 Est. Cost $18.40 Unrealized
GGG GRACO INC 0.2%
Value $862K Shares 10,518 Est. Cost $48.93 Unrealized +67.5%
VUG VANGUARD INDEX FDS 0.2%
Value $816K Shares 1,673 Est. Cost $372.90 Unrealized
TBIL RBB FD INC 0.2%
Value $727K Shares 14,585 Est. Cost $50.02 Unrealized
BJAN INNOVATOR ETFS TRUST 0.2%
Value $713K Shares 12,944 Est. Cost $36.13 Unrealized
BOCT INNOVATOR ETFS TRUST 0.2%
Value $703K Shares 14,214 Est. Cost $35.02 Unrealized
SCHX SCHWAB STRATEGIC TR 0.2%
Value $674K Shares 25,059 Est. Cost $36.24 Unrealized
PAPR INNOVATOR ETFS TRUST 0.2%
Value $674K Shares 17,218 Est. Cost $28.47 Unrealized
POCT INNOVATOR ETFS TRUST 0.2%
Value $628K Shares 14,302 Est. Cost $30.09 Unrealized
QUS SPDR SERIES TRUST 0.2%
Value $601K Shares 3,452 Est. Cost $72.82 Unrealized
PFEB INNOVATOR ETFS TRUST 0.2%
Value $579K Shares 14,221 Est. Cost $29.47 Unrealized
BSJR INVESCO EXCH TRD SLF IDX FD 0.2%
Value $566K Shares 25,009 Est. Cost $22.45 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value $564K Shares 1,708 Est. Cost $267.63 Unrealized +26.0%
VEA VANGUARD TAX-MANAGED FDS 0.2%
Value $564K Shares 9,022 Est. Cost $44.95 Unrealized
KAPR INNOVATOR ETFS TRUST 0.2%
Value $558K Shares 15,875 Est. Cost $27.20 Unrealized
UTHY RBB FD INC 0.2%
Value $546K Shares 13,232 Est. Cost $44.36 Unrealized
GLD SPDR GOLD TR 0.2%
Value $545K Shares 1,375 Est. Cost $218.49 Unrealized
FNOV FIRST TR EXCHNG TRADED FD VI 0.2%
Value $539K Shares 9,830 Est. Cost $35.95 Unrealized
NAPR INNOVATOR ETFS TRUST 0.2%
Value $537K Shares 9,999 Est. Cost $36.80 Unrealized
TLH ISHARES TR 0.1%
Value $507K Shares 4,983 Est. Cost $99.54 Unrealized
OBIL RBB FD INC 0.1%
Value $502K Shares 10,003 Est. Cost $50.26 Unrealized
SPYG SPDR SERIES TRUST 0.1%
Value $501K Shares 4,700 Est. Cost $64.22 Unrealized
AUGZ ELEVATION SERIES TRUST 0.1%
Value $487K Shares 11,524 Est. Cost $43.00 Unrealized
BSJS INVESCO EXCH TRD SLF IDX FD 0.1%
Value $486K Shares 22,094 Est. Cost $21.72 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value $484K Shares 561 Est. Cost $708.21 Unrealized +27.9%
QJUN FIRST TR EXCHNG TRADED FD VI 0.1%
Value $474K Shares 14,874 Est. Cost $17.94 Unrealized
BDEC INNOVATOR ETFS TRUST 0.1%
Value $473K Shares 9,539 Est. Cost $36.33 Unrealized
SLV ISHARES SILVER TR 0.1%
Value $471K Shares 7,313 Est. Cost $31.61 Unrealized
JPM JPMORGAN CHASE & CO. 0.1%
Value $471K Shares 1,461 Est. Cost $144.70 Unrealized +113.9%
FAUG FIRST TR EXCHNG TRADED FD VI 0.1%
Value $463K Shares 8,748 Est. Cost $32.84 Unrealized
CBZ CBIZ INC 0.1%
Value $438K Shares 8,678 Est. Cost $22.48 Unrealized +133.8%
ESGU ISHARES TR 0.1%
Value $432K Shares 2,901 Est. Cost $106.53 Unrealized
BSJQ INVESCO EXCH TRD SLF IDX FD 0.1%
Value $418K Shares 17,902 Est. Cost $23.27 Unrealized
USVN RBB FD INC 0.1%
Value $416K Shares 8,564 Est. Cost $47.38 Unrealized
INTU INTUIT 0.1%
Value $413K Shares 624 Est. Cost $347.97 Unrealized +89.9%
BAUG INNOVATOR ETFS TRUST 0.1%
Value $412K Shares 8,229 Est. Cost $31.38 Unrealized
SPMD SPDR SERIES TRUST 0.1%
Value $404K Shares 6,982 Est. Cost $34.05 Unrealized
OCTH INNOVATOR ETFS TRUST 0.1%
Value $396K Shares 16,533 Est. Cost $23.94 Unrealized
PDEC INNOVATOR ETFS TRUST 0.1%
Value $392K Shares 9,038 Est. Cost $32.15 Unrealized
OTTR OTTER TAIL CORP 0.1%
Value $389K Shares 4,817 Est. Cost $50.57 Unrealized +58.7%
GOOG ALPHABET INC 0.1%
Value $382K Shares 1,217 Est. Cost $164.85 Unrealized +73.7%
KJAN INNOVATOR ETFS TRUST 0.1%
Value $369K Shares 8,906 Est. Cost $30.68 Unrealized
SCHO SCHWAB STRATEGIC TR 0.1%
Value $368K Shares 15,087 Est. Cost $43.67 Unrealized
QSPT FIRST TR EXCHNG TRADED FD VI 0.1%
Value $361K Shares 11,403 Est. Cost $16.85 Unrealized
CAT CATERPILLAR INC 0.1%
Value $355K Shares 620 Est. Cost $311.43 Unrealized +78.4%
TGT TARGET CORP 0.1%
Value $352K Shares 3,604 Est. Cost $83.09 Unrealized +10.3%
JNK SPDR SERIES TRUST 0.1%
Value $352K Shares 3,620 Est. Cost $97.93 Unrealized
SPIP SPDR SERIES TRUST 0.1%
Value $350K Shares 13,501 Est. Cost $26.65 Unrealized
IVW ISHARES TR 0.1%
Value $348K Shares 2,824 Est. Cost $102.20 Unrealized
GWX SPDR INDEX SHS FDS 0.1%
Value $340K Shares 8,332 Est. Cost $29.80 Unrealized
TRP TC ENERGY CORP 0.1%
Value $331K Shares 6,021 Est. Cost $41.31 Unrealized +29.2%
BAC BANK AMERICA CORP 0.1%
Value $329K Shares 5,985 Est. Cost $33.23 Unrealized +58.5%
SPIB SPDR SERIES TRUST 0.1%
Value $327K Shares 9,658 Est. Cost $33.63 Unrealized
IWF ISHARES TR 0.1%
Value $325K Shares 686 Est. Cost $371.51 Unrealized
PMAY INNOVATOR ETFS TRUST 0.1%
Value $319K Shares 8,066 Est. Cost $28.71 Unrealized
KJUL INNOVATOR ETFS TRUST 0.1%
Value $319K Shares 10,057 Est. Cost $23.33 Unrealized
BUFZ FIRST TR EXCHNG TRADED FD VI 0.1%
Value $313K Shares 11,805 Est. Cost $26.53 Unrealized
LCTU BLACKROCK ETF TRUST 0.1%
Value $312K Shares 4,213 Est. Cost $65.21 Unrealized
PNOV INNOVATOR ETFS TRUST 0.1%
Value $312K Shares 7,463 Est. Cost $33.90 Unrealized
PAUG INNOVATOR ETFS TRUST 0.1%
Value $308K Shares 7,111 Est. Cost $28.39 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value $304K Shares 1,382 Est. Cost $205.47 Unrealized
SPAB SPDR SERIES TRUST 0.1%
Value $303K Shares 11,765 Est. Cost $25.75 Unrealized
TIPX SPDR SERIES TRUST 0.1%
Value $301K Shares 15,793 Est. Cost $19.08 Unrealized
IYW ISHARES TR 0.1%
Value $300K Shares 1,500 Est. Cost $173.86 Unrealized
ABT ABBOTT LABS 0.1%
Value $299K Shares 2,390 Est. Cost $113.11 Unrealized +12.6%
RY ROYAL BK CDA 0.1%
Value $293K Shares 1,721 Est. Cost $122.31 Unrealized +25.6%
VV VANGUARD INDEX FDS 0.1%
Value $292K Shares 928 Est. Cost $186.81 Unrealized
HWKN HAWKINS INC 0.1%
Value $289K Shares 2,032 Est. Cost $81.96 Unrealized +79.6%
LMT LOCKHEED MARTIN CORP 0.1%
Value $287K Shares 593 Est. Cost $324.80 Unrealized +46.6%
UTWY RBB FD INC 0.1%
Value $285K Shares 6,563 Est. Cost $45.57 Unrealized
AVGO BROADCOM INC 0.1%
Value $281K Shares 813 Est. Cost $215.92 Unrealized +65.3%
BSEP INNOVATOR ETFS TRUST 0.1%
Value $277K Shares 5,633 Est. Cost $31.98 Unrealized
IVV ISHARES TR 0.1%
Value $276K Shares 403 Est. Cost $594.81 Unrealized
BSJT INVESCO EXCH TRD SLF IDX FD 0.1%
Value $270K Shares 12,569 Est. Cost $21.11 Unrealized
CVLC MORGAN STANLEY ETF TRUST 0.1%
Value $267K Shares 3,172 Est. Cost $76.54 Unrealized
EEM ISHARES TR 0.1%
Value $261K Shares 4,767 Est. Cost $40.79 Unrealized
MMM 3M CO 0.1%
Value $255K Shares 1,591 Est. Cost $163.18 Unrealized 0.0%
META META PLATFORMS INC 0.1%
Value $254K Shares 384 Est. Cost $643.25 Unrealized +3.7%
TRV TRAVELERS COMPANIES INC 0.1%
Value $252K Shares 869 Est. Cost $215.32 Unrealized +30.3%
SYK STRYKER CORPORATION 0.1%
Value $251K Shares 713 Est. Cost $333.82 Unrealized +8.9%
NJAN INNOVATOR ETFS TRUST 0.1%
Value $247K Shares 4,505 Est. Cost $45.35 Unrealized
DSI ISHARES TR 0.1%
Value $243K Shares 1,885 Est. Cost $111.70 Unrealized
USFR WISDOMTREE TR 0.1%
Value $240K Shares 4,771 Est. Cost $50.32 Unrealized
UTEN RBB FD INC 0.1%
Value $232K Shares 5,259 Est. Cost $44.05 Unrealized
ENB ENBRIDGE INC 0.1%
Value $228K Shares 4,758 Est. Cost $41.42 Unrealized +13.7%
BJUL INNOVATOR ETFS TRUST 0.1%
Value $224K Shares 4,403 Est. Cost $49.66 Unrealized
BSJU INVESCO EXCH TRD SLF IDX FD 0.1%
Value $223K Shares 8,561 Est. Cost $26.10 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.1%
Value $223K Shares 502 Est. Cost $396.54 Unrealized
UFIV RBB FD INC 0.1%
Value $223K Shares 4,527 Est. Cost $49.23 Unrealized
IEFA ISHARES TR 0.1%
Value $223K Shares 2,487 Est. Cost $75.65 Unrealized
LNT ALLIANT ENERGY CORP 0.1%
Value $220K Shares 3,386 Est. Cost $54.38 Unrealized +22.9%
XLE SELECT SECTOR SPDR TR 0.1%
Value $219K Shares 4,906 Est. Cost $62.33 Unrealized
DCI DONALDSON INC 0.1%
Value $218K Shares 2,459 Est. Cost $74.82 Unrealized +15.5%
SCHB SCHWAB STRATEGIC TR 0.1%
Value $218K Shares 8,296 Est. Cost $37.31 Unrealized
V VISA INC 0.1%
Value $217K Shares 620 Est. Cost $346.99 Unrealized -1.9%
USB US BANCORP DEL 0.1%
Value $216K Shares 4,047 Est. Cost $48.72 Unrealized 0.0%
SPTL SPDR SERIES TRUST 0.1%
Value $212K Shares 8,024 Est. Cost $26.47 Unrealized
BIZD VANECK ETF TRUST 0.1%
Value $210K Shares 14,775 Est. Cost $14.29 Unrealized
GAL SSGA ACTIVE ETF TR 0.1%
Value $209K Shares 4,225 Est. Cost $49.12 Unrealized
BP BP PLC 0.1%
Value $207K Shares 5,965 Est. Cost $34.46 Unrealized
FJAN FIRST TR EXCHNG TRADED FD VI 0.1%
Value $204K Shares 3,939 Est. Cost $51.75 Unrealized
JANH INNOVATOR ETFS TRUST 0.1%
Value $201K Shares 8,172 Est. Cost $24.65 Unrealized
MTUM ISHARES TR 0.1%
Value $201K Shares 804 Est. Cost $241.01 Unrealized
GFEB FIRST TR EXCHNG TRADED FD VI 0.1%
Value $201K Shares 4,831 Est. Cost $41.53 Unrealized
YYY AMPLIFY ETF TR 0.0%
Value $151K Shares 13,140 Est. Cost $11.41 Unrealized
STRIVE INC 0.0%
Value $24,502 Shares 33,200 Est. Cost $0.74 Unrealized
GAU GALIANO GOLD INC 0.0%
Value $4,568 Shares 10,000 Est. Cost Unrealized