WALLER FINANCIAL PLANNING GROUP, INC
CIK: 1736079SEC EDGAR →
Portfolio Value
$235.7B
Holdings
78
As of
Q3 2026
New Positions
2
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 549,236 | $43.5B | 18.44% |
| 2 | SPDR SERIES TRUST | 613,847 | $37.5B | 15.92% |
| 3 | ISHARES TR | 603,278 | $25.8B | 10.95% |
| 4 | SPDR SERIES TRUST | 929,817 | $22.7B | 9.61% |
| 5 | SCHWAB STRATEGIC TR | 635,884 | $20.7B | 8.78% |
| 6 | SPDR INDEX SHS FDS | 276,043 | $13.9B | 5.88% |
| 7 | INVESCO EXCH TRD SLF IDX FD | 178,004 | $12.4B | 5.27% |
| 8 | VANGUARD TAX-MANAGED FDS | 156,500 | $11.1B | 4.69% |
| 9 | SPDR SERIES TRUST | 201,879 | $10.7B | 4.53% |
| 10 | SPDR SERIES TRUST | 141,256 | $8.9B | 3.78% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 50 | $233.6B | 99.1% |
| Industrials | 2 | $1.4B | 0.6% |
| Communication Services | 4 | $419.1M | 0.2% |
| Consumer Defensive | 4 | $261.2M | 0.1% |
| Technology | 7 | $11.4M | 0.0% |
| Unknown | 5 | $3.7M | 0.0% |
| Consumer Cyclical | 3 | $2.7M | 0.0% |
| Healthcare | 3 | $702K | 0.0% |