WALLER FINANCIAL PLANNING GROUP, INC
CIK: 1736079SEC EDGAR →
Portfolio Value
$237.7B
Holdings
78
As of
Q2 2026
New Positions
73
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 519,921 | $39.8B | 16.75% |
| 2 | SPDR SERIES TRUST | 577,788 | $35.1B | 14.78% |
| 3 | ISHARES TR | 624,286 | $28.2B | 11.85% |
| 4 | SPDR SERIES TRUST | 960,721 | $24.5B | 10.32% |
| 5 | SCHWAB STRATEGIC TR | 642,281 | $20.4B | 8.57% |
| 6 | SPDR INDEX SHS FDS | 276,793 | $13.9B | 5.87% |
| 7 | INVESCO EXCH TRD SLF IDX FD | 182,037 | $12.5B | 5.25% |
| 8 | SPDR SERIES TRUST | 210,367 | $12.1B | 5.10% |
| 9 | VANGUARD TAX-MANAGED FDS | 157,105 | $11.2B | 4.71% |
| 10 | SPDR SERIES TRUST | 151,413 | $10.2B | 4.30% |
Quarterly Changes
Top Buys
New Positions (9)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 49 | $236.7B | 99.6% |
| Communication Services | 4 | $411.3M | 0.2% |
| Consumer Defensive | 4 | $246.7M | 0.1% |
| Consumer Cyclical | 3 | $246.1M | 0.1% |
| Technology | 7 | $9.2M | 0.0% |
| Industrials | 4 | $2.3M | 0.0% |
| Unknown | 4 | $2.1M | 0.0% |
| Healthcare | 2 | $566K | 0.0% |
| Energy | 1 | $509K | 0.0% |