§ 13F · FUND PROFILE
WALLER FINANCIAL PLANNING GROUP, INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $413.7T (13F)Positions · 71Turnover · — · Q4Filed · Jan 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 106K | $72.6T | 16.1% | +33% |
| 2 | SPYG | SPDR SERIES TRUST | 353K | $37.7T | 8.4% | +246% |
| 3 | EFV | ISHARES TR | 469K | $33.5T | 7.4% | +374% |
| 4 | SPYV | SPDR SERIES TRUST | 570K | $32.4T | 7.2% | +235% |
| 5 | VBR | VANGUARD INDEX FDS | 147K | $31.2T | 6.9% | — |
| 6 | IGEB | ISHARES TR | 579K | $26.4T | 5.9% | +14% |
| 7 | SPAB | SPDR SERIES TRUST | 932K | $24.0T | 5.3% | +4% |
| 8 | EFG | ISHARES TR | 199K | $22.7T | 5.0% | +283% |
| 9 | SCHD | SCHWAB STRATEGIC TR | 708K | $19.4T | 4.3% | −4% |
| 10 | OMFL | INVESCO EXCH TRD SLF IDX FD | 218K | $13.3T | 3.0% | −64% |
§ 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 $413704.8 trillion in assets. The fund runs a portfolio of 71 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed