Institutions / Waller Financial Planning Group, Inc
Waller Financial Planning Group, Inc
CIK 1736079 · Institution · as of Dec 31, 2025
Portfolio value
$450.35M
Positions
75
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 75 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $72.64M | 16.1% |
| SPDR Series Trust | $37.69M | 8.4% |
| iShares Tr | $33.50M | 7.4% |
| SPDR Series Trust | $32.36M | 7.2% |
| Vanguard Index Fds | $31.19M | 6.9% |
| iShares Tr | $26.44M | 5.9% |
| SPDR Series Trust | $23.99M | 5.3% |
| iShares Tr | $22.68M | 5.0% |
| Schwab Strategic Tr | $19.41M | 4.3% |
| Invesco Exch Trd Slf Idx Fd | $13.31M | 3.0% |
| SPDR Index Shs Fds | $12.75M | 2.8% |
| SPDR Series Trust | $11.50M | 2.6% |
| SPDR Series Trust | $11.02M | 2.4% |
| Vanguard Tax-Managed Fds | $10.13M | 2.2% |
| Vanguard Index Fds | $8.50M | 1.9% |
| Vanguard Index Fds | $8.44M | 1.9% |
| Vanguard Index Fds | $8.06M | 1.8% |
| Vanguard Specialized Funds | $6.30M | 1.4% |
| Select Sector SPDR Tr | $5.28M | 1.2% |
| Apple Inc. | $5.12M | 1.1% |
| Vanguard Index Fds | $3.59M | 0.8% |
| iShares Tr | $2.79M | 0.6% |
| Vanguard Bd Index Fds | $2.74M | 0.6% |
| SPDR Series Trust | $2.69M | 0.6% |
| SPDR Series Trust | $2.58M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.