Mallini Complete Financial Planning LLC Portfolio Holdings

Mallini Complete Financial Planning LLC

  • $79.1 Billion
  • Q2 2025

Mallini Complete Financial Planning LLC has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $79.1 Billion distributed in 60 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $23.7B, Vanguard Star Fd Vanguard Tota with a value of $13.3B, Vanguard Mun Bd Fds Tax Exempt with a value of $9.63B, Vanguard Total Stock Market Et with a value of $3.91B, and Vanguard World Fd Esg U.S. Sto with a value of $3.22B.

Examining the 13F form we can see an decrease of $25.6B in the current position value, from $105B to 79.1B.

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.

Portfolio value $79.1 Billion
ETFs: $66.9 Billion
Financial Services: $5.75 Billion
Energy: $3.63 Billion
Consumer Cyclical: $917 Million
Technology: $851 Million
Real Estate: $526 Million
Utilities: $303 Million
Healthcare: $6.61 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$23.7 Billion 29.95% of portfolio
321,817
Q2 2025 Added 2.47%
$0
$13.3 Billion 16.79% of portfolio
192,292
Q2 2025 Added 1.36%
$0
$9.63 Billion 12.17% of portfolio
196,404
Q2 2025 Added 10.46%
$0
$3.91 Billion 4.94% of portfolio
128,684
Q2 2025 Added 1.86%
$0
$3.22 Billion 4.07% of portfolio
29,353
Q2 2025 Added 8.59%
$0
$2.6 Billion 3.28% of portfolio
54,669
Q2 2025 Added 30.02%
$2.42B
$2.26 Billion 2.85% of portfolio
92,782
Q2 2025 Reduced 0.2%
$0
$1.18 Billion 1.49% of portfolio
2,081
Q1 2025 Added 0.05%
$0
$996 Million 1.26% of portfolio
20,117
Q2 2025 Added 9.78%
$0
$996 Million 1.26% of portfolio
15,200
Q2 2025 Added 9.36%
$0
$836 Million 1.06% of portfolio
38,058
Q2 2025 Added 3.38%
$0
$748 Million 0.95% of portfolio
14,698
Q2 2025 Added 14.83%
$0
$724 Million 0.92% of portfolio
14,100
Q4 2024 New
$2.3T
$654 Million 0.83% of portfolio
2,983
Q2 2025 Added 3.79%
$54B
$638 Million 0.81% of portfolio
35,211
Q2 2025 Reduced 3.13%
$0
$634 Million 0.8% of portfolio
4,752
Q2 2025 Reduced 1.21%
$0
$574 Million 0.73% of portfolio
38,562
Q2 2025 Added 9.98%
$0
$531 Million 0.67% of portfolio
2,209
Q2 2025 Added 8.66%
$0
$526 Million 0.67% of portfolio
10,600
Q4 2024 New
$0
$499 Million 0.63% of portfolio
64,424
Q2 2025 Added 13.82%
$0
$497 Million 0.63% of portfolio
800
Q4 2024 New
$0
$445 Million 0.56% of portfolio
2,176
Q2 2025 Added 4.07%
$0
$432 Million 0.55% of portfolio
3,412
Q4 2024 New
$0
$430 Million 0.54% of portfolio
2,461
Q2 2025 Added 2.41%
$4B
$381 Million 0.48% of portfolio
9,321
Q2 2025 Added 0.6%
$0
$376 Million 0.47% of portfolio
50,849
Q2 2025 Added 13.99%
$0
$364 Million 0.46% of portfolio
14,994
Q2 2025 Added 1.09%
$0
$362 Million 0.46% of portfolio
15,226
Q2 2025 Added 16.87%
$0
$341 Million 0.43% of portfolio
33,274
Q2 2025 Added 15.97%
$0
$319 Million 0.4% of portfolio
16,838
Q2 2025 Added 15.7%
$101B
$303 Million 0.38% of portfolio
3,302
Q2 2025 Added 0.18%
$0
$302 Million 0.38% of portfolio
6,000
Q4 2024 New
$183B
$292 Million 0.37% of portfolio
2,220
Q4 2024 New
$0
$291 Million 0.37% of portfolio
5,115
Q2 2025 Reduced 3.4%
$0
$282 Million 0.36% of portfolio
19,936
Q2 2025 Added 13.95%
$0
$282 Million 0.36% of portfolio
6,664
Q2 2025 Added 0.17%
$91.5B
$275 Million 0.35% of portfolio
6,066
Q2 2025 Added 1.68%
$0
$272 Million 0.34% of portfolio
16,980
Q2 2025 Added 3.65%
$0
$265 Million 0.34% of portfolio
6,000
Q4 2024 New
$0
$264 Million 0.33% of portfolio
8,614
Q2 2025 Reduced 2.34%
$1T
$262 Million 0.33% of portfolio
825
Q2 2025 Added 0.61%
$69.3B
$248 Million 0.31% of portfolio
8,002
Q2 2025 Added 0.44%
$409B
$234 Million 0.3% of portfolio
1,483
Q2 2025 New
$0
$238 Million 0.3% of portfolio
2,164
Q4 2024 New
$1.14B
$239 Million 0.3% of portfolio
18,549
Q2 2025 Added 0.59%
$0
$229 Million 0.29% of portfolio
415
Q2 2025 New
$0
$229 Million 0.29% of portfolio
17,093
Q2 2025 Added 1.76%
$0
$225 Million 0.28% of portfolio
4,848
Q2 2025 Reduced 3.29%
$475B
$212 Million 0.27% of portfolio
1,963
Q2 2025 Added 0.41%

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $79.1 Billion
  • Prior Value $105 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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