Intrepid Financial Planning Group LLC
•CIK: 1641296•Filing: Q4 2025
**Intrepid Financial Planning Group LLC** manages $263M across a diversified portfolio of 122 positions. The fund exhibits a significant allocation to broad market indices, notably holding $29.5M in IVV and $19.8M in SPY. Further concentration is visible in sector-specific ETFs, including IWF ($16.3M) and RSP ($6.7M). Top holdings also feature substantial single-stock exposure to technology and healthcare leaders, such as AAPL ($10.1M) and LLY ($8.5M).
Total AUM
$263.1M
QoQ Performance
+0.3%
Positions
85
Top 10 Concentration
47.5%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
SPY
IWF
IVV11.2%
SPY7.5%
IWF6.2%
AAPL3.8%
FWD3.7%
LOWV3.5%
LLY3.2%
JEPI3.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other61.1%
ETF18.7%
Technology7.3%
Financial4.8%
Healthcare4.3%
Consumer2.9%
Industrial0.3%
Consumer Staples0.2%
🚪 Exited Positionssold since Q3 2025
+4 more exited positions
Changes from Q3 2025
NEW3 new positions
↑36 increased
↓58 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023