Valtinson Bruner Financial Planning Llc Q2 2026 Portfolio Activity: Significant Purchases and Minor Sales Observed

Portfolio Overview

The portfolio of Valtinson Bruner Financial Planning Llc, as reported for the period ending June 30, 2026, shows a mix of strategic buying and minor adjustments. The total portfolio value stands at $349,849,881.

Significant Purchases Observed

The most striking activity this quarter involves substantial increases in holdings within the Vanguard ETF complex:

• Vanguard INDEX FDS (VO) saw a massive increase of 319.12% in its position, adding 38,071 shares.
• Vanguard ETFs (VUG) experienced an unprecedented jump of 524.24%, acquiring another 8,739 shares.

In addition to these major moves in the Vanguard family, there were significant purchases noted across other sectors:

• The investor notably increased their position in ISHARES TR (ICSH) by 6.35%, adding 4,850 shares.
• FIRST TR EXCHNG TRADED FD VI (BUFR) was also a significant buyer, increasing holdings by 6.61% with the addition of 41,110 shares.
• FIRST TR EXCHNG TRADED FD VI (BUFQ) saw a substantial increase of 3.87%, adding 15,104 shares.
• The position in SPDR SERIES TRUST (SPYV) grew by 5.81% through the addition of 14,593 shares.
• SPDR SERIES TRUST (SPLG) was purchased with a gain of 5.75%, adding 12,589 shares.
• SPDR INDEX SHS FDS (SPEM) also showed significant buying activity with a 5.59% increase in holdings.

Moderate Changes and Decreases

Beyond the major buys, several existing positions were adjusted moderately:

• The Vanguard ETF (VUSB) allocation decreased slightly by -2.67%, reflecting a reduction of 9,089 shares.
• There was also a small decrease in HAWKINS INC (HWKN), down by -2.15% or -1,903 shares.

No Disclosures for Certain Activities

It is important to note that the data provided does not indicate any activity in specific sectors like Technology or Consumer Defensive beyond what might be inferred from ETF holdings. Therefore, we can state:

• No purchases or sales specifically within the Technology sector are disclosed.
• No exits (reductions to zero) were observed for any of the stocks mentioned in this filing.

Conclusion on Portfolio Activity

The overall pattern suggests a strong focus on broad-based ETFs, particularly those offered by Vanguard and SPDR Series Trust. The investor demonstrated significant buying power during Q2 2026, especially concentrated within the Vanguard Index Fund complex (VO, VUG, VUSB) alongside substantial purchases of First TR Exchange-Traded Funds (BUFR, BUFQ).

For further details on these holdings or the investment firm itself, please refer to Valtinson Bruner Financial Planning Llc's profile and individual stock analyses available at ISHARES TR (ICSH), FIRST TR EXCHNG TRADED FD VI, and other relevant links.