Mallini Complete Financial Planning LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $123 Billion distributed in 60 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 $43.1B, Vanguard Bd Index Fd Inc Total with a value of $23.8B, Vanguard Star Fd Vanguard Tota with a value of $14.7B, Vanguard Mun Bd Fds Tax Exempt with a value of $11.7B, and Vanguard World Fd Esg U.S. Sto with a value of $3.35B.
Examining the 13F form we can see an increase of $43.8B in the current position value, from $79.1B to 123B.
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.
