Valtinson Bruner Financial Planning LLC has disclosed its investment holdings for the third quarter of 2026, reporting a total portfolio value of approximately $403,977,466. This filing is significant as it provides insights into the firm’s investment strategies and highlights its commitment to managing diverse portfolios in the financial planning sector.

The firm, based in New Brighton, Minnesota, is known for its expertise in financial planning and investment management. With a focus on providing tailored financial strategies, Valtinson Bruner has been actively managing investments for its clients. The recent filing, dated November 2, 2026, is part of the firm's ongoing reporting obligations under the SEC guidelines.

Background on Valtinson Bruner Financial Planning

Valtinson Bruner Financial Planning LLC operates in the financial services sector, specifically focusing on investment management and financial planning. The firm was incorporated in Minnesota and has been filing reports with the SEC, including the recent 13F-HR forms, which detail its investment holdings.

The firm’s recent filings include:

  • November 2, 2026 - 13F-HR
  • August 3, 2026 - 13F-HR
  • May 5, 2026 - 13F-HR
  • February 9, 2026 - 13F-HR

What the Filing Says

The filing reveals that Valtinson Bruner holds a total of 184 different securities in its investment portfolio. Notable investments include:

  • Apple Inc. with a value of approximately $6,765,379.
  • Amazon.com Inc. valued at around $1,659,588.
  • Alphabet Inc., with combined holdings in Class A and Class C shares totaling about $1,608,452.
  • Advanced Micro Devices Inc., valued at $3,040,796.

These figures indicate the firm’s strategic focus on technology and consumer goods, aligning with broader market trends.

Impact of the Filing

This filing may impact various stakeholders, including clients, competitors, and the broader financial planning industry. Clients may view the diverse portfolio as a sign of stability and a commitment to maximizing investment returns. Competitors in the financial planning sector may analyze Valtinson Bruner’s strategies to adapt their own investment approaches.

What's Next

The filing does not specify what happens next for Valtinson Bruner Financial Planning. However, it is expected that the firm will continue to monitor its investments and adjust its portfolio in response to market conditions.

For more information, the filing can be accessed through the SEC's EDGAR database under accession number 0001761450-26-000005.