WALLER FINANCIAL PLANNING GROUP, INC - Portfolio Stock Holdings
WALLER FINANCIAL PLANNING GROUP, INC disclosed 80 stock positions in a recent SEC 13F filing. $492,634,951 of stock holdings were filed, with the largest holdings including IVV, SPYG, and EFV. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $747,766,625 and has 11 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:
80Est. Stock Holding Value:
$492,634,951Top Stock Holdings By Sector
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Portfolio Stock Holdings - WALLER FINANCIAL PLANNING GROUP, INC
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Portfolio Options Holdings - WALLER FINANCIAL PLANNING GROUP, INC
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