Intrepid Financial Planning Group LLC
All 13F Filings
- Location
- Carmel, IN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 263,097
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/13/2026 | 122 | 263,097 | 13F-HR | Intrepid Financial Planning Group LLC |
| Q3 2025 | 11/13/2025 | 128 | 262,298 | 13F-HR | Intrepid Financial Planning Group LLC |
| Q2 2025 | 8/11/2025 | 123 | 237,944 | 13F-HR | Intrepid Financial Planning Group LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 178.4 K | 67.8% | 1.77 K | 0 | 1.77 K |
| ETFs | 84.66 K | 32.2% | 0 | 978 | -978 |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
263,097
Holdings
122
QoQ value change ($000)
799
(0.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.