Intrepid Financial Planning Group LLC
Top Portfolio Positions
58 positions ·
$92,640,318 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
28,237 | $18,363,650 | 19.82% | |
| AAPL |
Apple Inc.
Technology
|
36,229 | $9,194,557 | 9.93% | |
| LLY |
ELI LILLY & Co
Healthcare
|
8,029 | $7,384,833 | 7.97% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
35,816 | $5,239,164 | 5.66% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
17,705 | $5,208,102 | 5.62% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
7,541 | $4,650,987 | 5.02% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
15,965 | $3,325,030 | 3.59% | |
| V |
Visa Inc.
Financial Services
|
9,989 | $3,019,075 | 3.26% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
24,250 | $2,401,962 | 2.59% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
5,151 | $2,385,891 | 2.58% |
Portfolio Trend
16 quarters · across all stocks
Holdings in NWBI
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,329,274 | 183,552 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,251,824 | 187,652 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,405,791 | 194,172 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,481,518 | 194,172 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,333,947 | 194,172 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,044,212 | 306,612 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,102,468 | 306,612 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,541,368 | 306,612 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,572,029 | 306,612 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,826,517 | 306,612 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,136,640 | 306,612 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $3,242,455 | 305,892 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,679,880 | 305,892 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $4,299,856 | 307,572 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $4,155,297 | 307,572 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,936,921 | 307,572 | Shares | Sole | 2022-08-15 | |
| No 13F history on record for this holder in this stock. | ||||||