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Intrepid Financial Planning Group’s Alpha Architect US Quantitative Value ETF QVAL Stock Holding History

Intrepid Financial Planning Group’s Portfolio QVAL Stock Details QVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$276K Buy
+5,300
New +$275K 0.11% 105

Other funds holding QVAL

SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $379M AUM 21.72% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Intrepid Financial Planning Group's QVAL Position: Q1 2026 in Review

Intrepid Financial Planning Group opened a new position in Alpha Architect US Quantitative Value ETF (QVAL) in Q1 2026: 5,300 shares worth $276K. The stake represents 0.11% of the portfolio and ranks #105 among its holdings.

65 funds tracked by Wall St. Rank hold QVAL as of Q1 2026.

  • Intrepid Financial Planning Group held 5,300 shares of Alpha Architect US Quantitative Value ETF worth $276K as of Q1 2026.
  • Alpha Architect US Quantitative Value ETF was a new Intrepid Financial Planning Group position in Q1 2026.
  • Alpha Architect US Quantitative Value ETF made up 0.11% of Intrepid Financial Planning Group's portfolio in Q1 2026, its #105 holding.
  • 65 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Value ETF as of Q1 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q1 2026, filed 13 May 2026.