Long-term investor
Valtinson Bruner Financial Planning LLC @valtinsonbrunerfinancial
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001761450).
Record
- Tracked since 2025-06-30 (449 days), 97 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +3.8% · 1 year n/a · all +3.3%
- Max drawdown n/a · win rate 62% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46434V878 · 10.3% · long · since 2025-06-30
- 33740F755 · 6.1% · long · since 2025-06-30
- 09789C796 · 5.7% · long · since 2025-06-30
- 921910709 · 5.5% · long · since 2025-06-30
- 78464A854 · 5.1% · long · since 2025-06-30
- 92203C303 · 4.1% · long · since 2025-06-30
- 78464A508 · 4.1% · long · since 2025-06-30
- 33740U752 · 4.0% · long · since 2025-06-30
- HWKN · 3.1% · long · since 2025-06-30
- 78463X889 · 3.0% · long · since 2025-06-30
- 45784N528 · 2.8% · long · since 2025-12-31
- 78463X509 · 2.6% · long · since 2025-06-30