Mallini Complete Financial Planning LLC - Portfolio Stock Holdings
Mallini Complete Financial Planning LLC disclosed 37 stock positions in a recent SEC 13F filing. $125,970,102 of stock holdings were filed, with the largest holdings including VTI, VCRB, and VXUS. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.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:
Sept. 30, 2026No. of Stocks:
37Est. Stock Holding Value:
$125,970,102Top 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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