Mallini Complete Financial Planning LLC Portfolio Holdings

Mallini Complete Financial Planning LLC

  • $124 Billion
  • Q4 2025

Mallini Complete Financial Planning LLC has filed its 13F form on January 06, 2026 for Q4 2025 where it was disclosed a total value porftolio of $124 Billion distributed in 62 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $43.5B, Vanguard Bd Index Fd Inc Total with a value of $23.6B, Vanguard Star Fd Vanguard Tota with a value of $14.9B, Vanguard Mun Bd Fds Tax Exempt with a value of $12.3B, and Vanguard World Fd Esg U.S. Sto with a value of $3.32B.

Examining the 13F form we can see an increase of $1.45B in the current position value, from $123B to 124B.

Mallini Complete Financial Planning LLC is based out at Gainesville, FL

Below you can find more details about Mallini Complete Financial Planning LLC portfolio as well as his latest detailed transactions.

Portfolio value $124 Billion
ETFs: $111 Billion
Financial Services: $6.07 Billion
Energy: $3.74 Billion
Technology: $1.06 Billion
Consumer Cyclical: $1.05 Billion
Real Estate: $529 Million
Healthcare: $291 Million
Utilities: $291 Million
Other: $0

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.12B
$236 Million 0.19% of portfolio
18,765
Q4 2025 Added 0.58%
$824M
$151 Million 0.12% of portfolio
11,106
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $124 Billion
  • Prior Value $123 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 06, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 3 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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