§ 13F · FUND PROFILE
WALLER FINANCIAL PLANNING GROUP, INC.
AUM · $486M (13F)Positions · 78Turnover · n/a · Q2Filed · Jul 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 109K | $82M | 16.9% | +1% |
| 2 | SPYG | SPDR SERIES TRUST | 353K | $42M | 8.6% | −8% |
| 3 | EFV | ISHARES TR | 520K | $40M | 8.2% | +2% |
| 4 | VBR | VANGUARD INDEX FDS | 147K | $36M | 7.3% | −7% |
| 5 | SPYV | SPDR SERIES TRUST | 578K | $35M | 7.2% | −3% |
| 6 | IGEB | ISHARES TR | 624K | $28M | 5.8% | +2% |
| 7 | EFG | ISHARES TR | 220K | $27M | 5.6% | +2% |
| 8 | SPAB | SPDR SERIES TRUST | 961K | $25M | 5.0% | ±0% |
| 9 | SCHD | SCHWAB STRATEGIC TR | 642K | $20M | 4.2% | −14% |
| 10 | SPDW | SPDR INDEX SHS FDS | 277K | $14M | 2.9% | −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 $486 million in assets. The fund runs a portfolio of 78 positions.
Read the full dossier →