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Intrepid Financial Planning Group LLC
Intrepid Financial Planning Group LLC is a fee-based registered investment advisor (RIA) founded in 1998 and headquartered in Carmel, Indiana. The firm employs 3 professionals, all focused on investment advisory rather than brokerage services. Intrepid Financial serves primarily individuals, with a concentration on high net worth clients, along with small allocations to charitable organizations and corporations. The firm is SEC-registered and offers comprehensive financial planning and asset management services tailored to its clients' needs.
Investment Strategy
Intrepid Financial Planning Group LLC focuses on long-term growth and capital preservation for its clients through diversified portfolio management. The firm's strategy emphasizes a personalized approach to financial planning and asset allocation, employing a mix of equities, fixed income, and alternative investments. The current top holdings include blue-chip stocks such as Apple, JP Morgan Chase, Eli Lilly, Palantir, Visa, Amazon, and Microsoft. Intrepid Financial makes discretionary investments predominantly for individuals and high net worth clients, based on thorough analysis and prudent risk management.
Latest 13F Filing Activity
Intrepid Financial Planning Group LLC filed their most recent 13F report on Jun 30, 2025 disclosing 120 equity positions with a total 13F market value of $238M. The fund increased holdings in Ishares TR, Ishares TR, Palantir Technologies Inc. among other positions. Intrepid Financial Planning Group LLC reduced exposure to Apple Inc., Unitedhealth Group Inc., Pacer FDS TR among others.
Top Holdings
Equity Positions (120)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 11.59% | $27.6M | 44,430 | $379.15 | $620.90 | +$2.1M |
S SPY | SPDR S&P 500 ETF TR | 7.87% | $18.7M | 30,305 | $377.25 | $617.85 | +$1.7M |
I IWF | ISHARES TR | 6.19% | $14.7M | 34,673 | $218.96 | $424.58 | +$2.0M |
P PGX | INVESCO EXCH TRADED FD TR II | 3.93% | $9.4M | 840,224 | $12.31 | $11.13 | -$241.8K |
A AAPL | APPLE INC | 3.40% | $8.1M | 39,472 | $140.62 | $205.17 | -$678.9K |
Industry Allocation
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