§ 13F · FUND PROFILE
WALLER FINANCIAL PLANNING GROUP, INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $436M (13F)Positions · 71Turnover · — · Q1Filed · Apr 3, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$747K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 109K | $71M | 15.7% | +3% |
| 2 | EFV | ISHARES TR | 511K | $38M | 8.4% | +9% |
| 3 | SPYG | SPDR SERIES TRUST | 385K | $38M | 8.3% | +9% |
| 4 | VBR | VANGUARD INDEX FDS | 157K | $34M | 7.5% | +7% |
| 5 | SPYV | SPDR SERIES TRUST | 596K | $34M | 7.4% | +5% |
| 6 | IGEB | ISHARES TR | 612K | $28M | 6.1% | +6% |
| 7 | SPAB | SPDR SERIES TRUST | 966K | $25M | 5.5% | +4% |
| 8 | EFG | ISHARES TR | 216K | $24M | 5.3% | +8% |
| 9 | SCHD | SCHWAB STRATEGIC TR | 744K | $23M | 5.0% | +5% |
| 10 | SPDW | SPDR INDEX SHS FDS | 281K | $13M | 2.8% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WALLER SIGNAL
AC read
WALLER FINANCIAL PLANNING GROUP, INC is a Other fund managing $436 million in assets. The fund runs a portfolio of 71 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed