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Intrepid Financial Planning Group LLC

Q2 2025 · 13F-HR

Intrepid Financial Planning Group LLCholdings as filed

Filed 2025-08-11 · accession 0001214659-25-011788

$237.9M
Reported value
123
Positions
2025-06-30
Period end
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The Brief · Intrepid Financial Planning Group LLC · Q2 2025

AI · grounded in 13F

Intrepid Financial Planning Group LLC established a new position in IVV valued at $27.6M. The fund also initiated new stakes in SPY for $18.7M and IWF for $14.7M. Additional new positions include PGX at $9.4M and AAPL at $8.1M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$27.6M11.6%44,430CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$18.7M7.87%30,305CommonSOLE
464287614IWFISHARES TR$14.7M6.19%34,673CommonSOLE
46138E511PGXINVESCO EXCH TRADED FD TR II$9.4M3.93%840,224CommonSOLE
037833100AAPLAPPLE INC$8.1M3.40%39,472CommonSOLE
00039J301LOWVAB ACTIVE ETFS INC$7.9M3.32%105,317CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$7.6M3.20%134,076CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$7.0M2.96%38,766CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$6.5M2.72%22,351CommonSOLE
532457108LLYELI LILLY & CO$6.3M2.63%8,023CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$5.1M2.15%93,859CommonSOLE
464288687PFFISHARES TR$4.9M2.07%160,458CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$4.7M1.98%34,613CommonSOLE
78468R663BILSPDR SERIES TRUST$4.4M1.84%47,853CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$4.4M1.83%7,681CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$3.9M1.63%26,336CommonSOLE
92826C839VVISA INC$3.7M1.54%10,304CommonSOLE
023135106AMZNAMAZON COM INC$3.6M1.52%16,441CommonSOLE
464287481IWPISHARES TR$3.2M1.36%23,410CommonSOLE
594918104MSFTMICROSOFT CORP$3.2M1.36%6,508CommonSOLE
78464A854SPYMSPDR SERIES TRUST$2.9M1.23%40,218CommonSOLE
00214Q104ARKKARK ETF TR$2.5M1.05%35,500CommonSOLE
667340103NWBINORTHWEST BANCSHARES INC MD$2.5M1.04%194,172CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$2.3M0.96%5,176CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$2.2M0.93%42,343CommonSOLE
464287598IWDISHARES TR$2.2M0.92%11,324CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$2.0M0.84%14,846CommonSOLE
09260D107BXBLACKSTONE INC$2.0M0.83%13,270CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$2.0M0.82%25,290CommonSOLE
464288760ITAISHARES TR$1.8M0.78%9,798CommonSOLE
46090E103QQQINVESCO QQQ TR$1.8M0.76%3,282CommonSOLE
12811T126CPRYCALAMOS ETF TR$1.8M0.76%71,971CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$1.8M0.74%21,686CommonSOLE
69374H881COWZPACER FDS TR$1.7M0.72%31,177CommonSOLE
464287473IWSISHARES TR$1.7M0.70%12,668CommonSOLE
11135F101AVGOBROADCOM INC$1.6M0.69%5,970CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.6M0.68%10,558CommonSOLE
33739P889HUSVFIRST TR EXCH TRADED FD III$1.6M0.67%40,153CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$1.5M0.64%1,545CommonSOLE
46429B663HDVISHARES TR$1.5M0.64%12,953CommonSOLE
56167N183KHPIMANAGED PORTFOLIO SERIES$1.5M0.62%58,664CommonSOLE
464287655IWMISHARES TR$1.5M0.62%6,853CommonSOLE
37954Y715BOTZGLOBAL X FDS$1.5M0.62%45,187CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$1.5M0.61%11,863CommonSOLE
46641Q134JIREJ P MORGAN EXCHANGE TRADED F$1.4M0.60%20,151CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$1.3M0.54%9,062CommonSOLE
464287721IYWISHARES TR$1.3M0.53%7,330CommonSOLE
060505104BACBANK AMERICA CORP$1.2M0.49%24,648CommonSOLE
74347B680REGLPROSHARES TR$1.2M0.49%14,264CommonSOLE
78464A698KRESPDR SERIES TRUST$1.2M0.48%19,393CommonSOLE
25434V104DFAUDIMENSIONAL ETF TRUST$1.1M0.47%26,628CommonSOLE
37954Y673PAVEGLOBAL X FDS$1.1M0.46%25,199CommonSOLE
464287648IWOISHARES TR$1.1M0.45%3,786CommonSOLE
127190304CACICACI INTL INC$1.0M0.44%2,175CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.0M0.43%6,529CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$950,0410.40%3,752CommonSOLE
74933W601TMFCRBB FD INC$950,0340.40%14,727CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$789,0430.33%9,745CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$748,0910.31%2,389CommonSOLE
46138E354SPLVINVESCO EXCH TRADED FD TR II$684,6660.29%9,402CommonSOLE
37954Y657PFFDGLOBAL X FDS$652,2040.27%34,636CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$600,7080.25%8,110CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$577,3190.24%8,350CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$574,9940.24%6,302CommonSOLE
320817109FRMEFIRST MERCHANTS CORP$562,3210.24%14,682CommonSOLE
G02602103DOXAMDOCS LTD$525,3600.22%5,758CommonSOLE
771049103RBLXROBLOX CORP$523,6860.22%4,978CommonSOLE
464287630IWNISHARES TR$508,9030.21%3,226CommonSOLE
931142103WMTWALMART INC$503,6650.21%5,151CommonSOLE
548661107LOWLOWES COS INC$499,8730.21%2,253CommonSOLE
058498106BALLBALL CORP$494,0410.21%8,808CommonSOLE
320209109FFBCFIRST FINL BANCORP OH$489,8540.21%20,192CommonSOLE
37954Y384BUGGLOBAL X FDS$489,8320.21%13,203CommonSOLE
464287192IYTISHARES TR$482,6240.20%7,042CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$466,7730.20%11,528CommonSOLE
369604301GEGE AEROSPACE$458,4120.19%1,781CommonSOLE
031162100AMGNAMGEN INC$438,3600.18%1,570CommonSOLE
78464A805SPTMSPDR SERIES TRUST$437,6570.18%5,844CommonSOLE
871829107SYYSYSCO CORP$433,2330.18%5,720CommonSOLE
00162Q387OUSAALPS ETF TR$423,1250.18%7,840CommonSOLE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$419,4360.18%5,886CommonSOLE
25861R709DMXDOUBLELINE ETF TRUST$402,0070.17%7,970CommonSOLE
78464A821MDYGSPDR SERIES TRUST$390,3090.16%4,493CommonSOLE
571903202MARMARRIOTT INTL INC NEW$356,5390.15%1,305CommonSOLE
88160R101TSLATESLA INC$355,1440.15%1,118CommonSOLE
91913Y100VLOVALERO ENERGY CORP$345,9970.15%2,574CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$338,7220.14%3,121CommonSOLE
713448108PEPPEPSICO INC$333,4140.14%2,525CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$328,4820.14%2,815CommonSOLE
69374H741SRVRPACER FDS TR$322,5210.14%9,979CommonSOLE
00162Q395OUSMALPS ETF TR$320,1080.13%7,408CommonSOLE
922908363VOOVANGUARD INDEX FDS$319,2330.13%562CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$315,1920.13%1,540CommonSOLE
254687106DISDISNEY WALT CO$311,8850.13%2,515CommonSOLE
565788106MARAMARA HOLDINGS INC$304,1920.13%19,400CommonSOLE
78464A870XBISPDR SERIES TRUST$303,6070.13%3,661CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$299,9590.13%3,416CommonSOLE
78468R853SPSMSPDR SERIES TRUST$297,6420.13%6,987CommonSOLE
30303M102METAMETA PLATFORMS INC$295,2360.12%400CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$288,6700.12%3,094CommonSOLE
37960A529SHLDGLOBAL X FDS$284,9830.12%4,730CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$281,5390.12%5,548CommonSOLE
94419L101WWAYFAIR INC$255,7000.11%5,000CommonSOLE
52468L406LVHDLEGG MASON ETF INVT$251,7320.11%6,315CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$251,0220.11%542CommonSOLE
742718109PGPROCTER AND GAMBLE CO$237,0680.10%1,488CommonSOLE
46432F842IEFAISHARES TR$233,3270.10%2,795CommonSOLE
79466L302CRMSALESFORCE INC$232,6050.10%853CommonSOLE
64110L106NFLXNETFLIX INC$231,6690.10%173CommonSOLE
191216100KOCOCA COLA CO$223,7270.09%3,162CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$223,0780.09%438CommonSOLE
922908629VOVANGUARD INDEX FDS$221,0660.09%790CommonSOLE
760759100RSGREPUBLIC SVCS INC$219,9760.09%892CommonSOLE
717081103PFEPFIZER INC$218,0150.09%8,994CommonSOLE
17275R102CSCOCISCO SYS INC$213,6900.09%3,080CommonSOLE
69374H857CALFPACER FDS TR$208,2720.09%5,231CommonSOLE
767292105RIOTRIOT PLATFORMS INC$160,1210.07%14,170CommonSOLE
18452B209CLSKCLEANSPARK INC$152,2470.06%13,803CommonSOLE
L02235106AMBPARDAGH METAL PACKAGING S A$109,7390.05%25,640CommonSOLE
75605Y106ANYWHERE REAL ESTATE INC$36,2000.02%10,000CommonSOLE
00509G209ABOSACUMEN PHARMACEUTICALS INC$34,9740.01%30,150CommonSOLE
00507W206ATNMACTINIUM PHARMACEUTICALS INC$17,5000.01%12,500CommonSOLE
09354A100BLNKBLINK CHARGING CO$11,7350.00%12,485CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.