Waller Financial Planning Group, Inc Portfolio Holdings
Waller Financial Planning Group, Inc
- $443 Million
- Q4 2025
Waller Financial Planning Group, Inc has filed its 13F form on January 13, 2026 for Q4 2025 where it was disclosed a total value porftolio of $443 Million distributed in 75 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $71.6M, Spdr Portfolio with a value of $37M, Msci Eafe Value ETF with a value of $33M, Spdr Portfolio S&P 500 Value E with a value of $32M, and Vanguard Small Cap Value ETF with a value of $30.3M.
Examining the 13F form we can see an increase of $8.97M in the current position value, from $434M to 443M.
Below you can find more details about Waller Financial Planning Group, Inc portfolio as well as his latest detailed transactions.
Portfolio value
$443 Million
ETFs: $423 Million
Technology: $8 Million
Financial Services: $3.45 Million
Consumer Defensive: $1.89 Million
Consumer Cyclical: $1.86 Million
Industrials: $1.81 Million
Basic Materials: $1.24 Million
Communication Services: $1.24 Million
Other: $680,000