Mallini Complete Financial Planning LLC - Portfolio Stock Holdings
Mallini Complete Financial Planning LLC disclosed 36 stock positions in a recent SEC 13F filing. $126,226,446 of stock holdings were filed, with the largest holdings including VTI, VCRB, and VXUS. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $175,959,634 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
36Est. Stock Holding Value:
$126,226,446Top Stock Holdings By Sector
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Portfolio Stock Holdings - Mallini Complete Financial Planning LLC
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% of Portfolio
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