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Home > Institutional Investor > Intrepid Financial Planning Group Llc > Profile

Instuitional Investor - Intrepid Financial Planning Group Llc

Fund Profile
Filing Period:
Fund Name: Intrepid Financial Planning Group Llc
Portfolio Value $247,758,394
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 42,186 $27,556,178 11.12%
2.
Spdr S & P 500 Etf Trust
 SPY 28,237 $18,363,796 7.41%
3.
Ishares Trust
 IEF 33,672 $14,357,687 5.8%
4.
Ab Active Etfs Inc - DISRUPTORS ETF
 101,325 $11,011,675 4.44%
5.
Apple Inc.
 AAPL 36,229 $9,194,675 3.71%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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