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WALLER FINANCIAL PLANNING GROUP, INC 13F holdings

Filed 2026-07-07 · WALLER FINANCIAL PLANNING GROUP, INC · 78 positions · $485.6M

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TickerCompanySharesValue% of portfolio
IVVISHARES TR109.5K$82.0M16.9%
SPYGSPDR SERIES TRUST352.8K$42.0M8.6%
EFVISHARES TR519.9K$39.8M8.2%
VBRVANGUARD INDEX FDS146.7K$35.6M7.3%
SPYVSPDR SERIES TRUST577.8K$35.1M7.2%
IGEBISHARES TR624.3K$28.2M5.8%
EFGISHARES TR220.0K$27.4M5.6%
SPABSPDR SERIES TRUST960.7K$24.5M5.0%
SCHDSCHWAB STRATEGIC TR642.3K$20.4M4.2%
SPDWSPDR INDEX SHS FDS276.8K$13.9M2.9%
OMFLINVESCO EXCH TRD SLF IDX FD182.0K$12.5M2.6%
SPSMSPDR SERIES TRUST210.4K$12.1M2.5%
VEAVANGUARD TAX-MANAGED FDS157.1K$11.2M2.3%
SPMDSPDR SERIES TRUST151.4K$10.2M2.1%
VOOVANGUARD INDEX FDS13.9K$9.6M2.0%
VBVANGUARD INDEX FDS30.0K$9.1M1.9%
VIGVANGUARD SPECIALIZED FUNDS29.6K$7.0M1.4%
VOVANGUARD INDEX FDS84.3K$6.8M1.4%
AAPLAPPLE INC19.2K$5.6M1.1%
MUBISHARES TR27.2K$2.9M0.6%
SLYVSPDR SERIES TRUST25.1K$2.7M0.6%
BIVVANGUARD BD INDEX FDS34.7K$2.7M0.5%
SLYGSPDR SERIES TRUST21.6K$2.6M0.5%
XLRESELECT SECTOR SPDR TR57.9K$2.5M0.5%
MDYVSPDR SERIES TRUST24.7K$2.3M0.5%
MDYGSPDR SERIES TRUST19.2K$2.2M0.4%
FLOTISHARES TR39.8K$2.0M0.4%
AMZNAMAZON COM INC7.2K$1.7M0.4%
VNQVANGUARD INDEX FDS17.4K$1.7M0.3%
UPSUNITED PARCEL SVCS INC14.7K$1.6M0.3%
VUGVANGUARD INDEX FDS17.8K$1.5M0.3%
BSVVANGUARD BD INDEX FDS17.8K$1.4M0.3%
SPTMSPDR SERIES TRUST15.3K$1.4M0.3%
GAMGENERAL AMERN INVS CO INC19.6K$1.2M0.3%
SPTISPDR SERIES TRUST43.6K$1.2M0.3%
NVDANVIDIA CORPORATION6.1K$1.2M0.3%
QQQINVESCO QQQ TR1.5K$1.1M0.2%
PGPROCTER & GAMBLE CO6.7K$978,8220.2%
JPMJPMORGAN CHASE & CO2.9K$962,9600.2%
VOTVANGUARD INDEX FDS3.0K$926,5080.2%
VWOVANGUARD INTL EQUITY INDEX F15.4K$919,3750.2%
SPEMSPDR INDEX SHS FDS17.3K$896,7360.2%
MSFTMICROSOFT CORP2.1K$792,1620.2%
VBKVANGUARD INDEX FDS1.8K$653,2110.1%
GOOGLALPHABET INC1.8K$652,9520.1%
AVGOBROADCOM INC1.7K$647,9340.1%
VTVVANGUARD INDEX FDS2.9K$638,6600.1%
MRSHMARSH & MCLENNAN COS INC3.3K$548,3700.1%
EXMOCEXXON MOBIL CORP3.7K$509,4900.1%
BNDXVANGUARD CHARLOTTE FDS9.5K$461,0510.1%
METAMETA PLATFORMS INC810$456,4550.1%
VEUVANGUARD INTL EQUITY INDEX F5.4K$453,8410.1%
INTCINTEL CORP3.2K$444,1020.1%
SUBISHARES TR4.2K$442,0630.1%
PMPHILIP MORRIS INTL INC2.3K$415,3690.1%
NFLXNETFLIX INC.5.7K$409,8360.1%
VTVANGUARD INTL EQUITY INDEX F2.5K$397,1840.1%
WMTWALMART INC3.5K$396,1860.1%
TSLATESLA INC934$392,8400.1%
VOEVANGUARD INDEX FDS1.9K$369,4360.1%
Top Fund Holdings
13F
Top Fund Holdings

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