Mallini Complete Financial Planning LLC Portfolio Holdings

Mallini Complete Financial Planning LLC

  • $105 Billion
  • Q1 2025

Mallini Complete Financial Planning LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $105 Billion distributed in 59 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 $34.7B, Vanguard Bd Index Fd Inc Total with a value of $23.1B, Vanguard Star Fd Vanguard Tota with a value of $11.8B, Vanguard Mun Bd Fds Tax Exempt with a value of $8.82B, and Vanguard World Fd Esg U.S. Sto with a value of $2.65B.

Examining the 13F form we can see an decrease of $654M in the current position value, from $105B to 105B.

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 $105 Billion
ETFs: $92.6 Billion
Financial Services: $5.44 Billion
Energy: $3.95 Billion
Consumer Cyclical: $759 Million
Technology: $662 Million
Real Estate: $560 Million
Utilities: $505 Million
Healthcare: $18.2 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$34.7 Billion 33.16% of portfolio
126,338
Q1 2025 Added 0.94%
$0
$23.1 Billion 22.03% of portfolio
314,048
Q1 2025 Added 2.37%
$0
$11.8 Billion 11.25% of portfolio
189,720
Q1 2025 Added 5.14%
$0
$8.82 Billion 8.43% of portfolio
177,800
Q1 2025 Added 3.97%
$0
$2.65 Billion 2.53% of portfolio
27,031
Q1 2025 Reduced 19.31%
$2.39B
$2.51 Billion 2.4% of portfolio
92,966
Q1 2025 Added 0.63%
$0
$2 Billion 1.91% of portfolio
42,045
Q1 2025 Reduced 23.38%
$0
$1.07 Billion 1.02% of portfolio
2,081
Q1 2025 Added 0.05%
$0
$895 Million 0.85% of portfolio
18,324
Q1 2025 Added 6.62%
$0
$816 Million 0.78% of portfolio
36,814
Q1 2025 Added 2.06%
$0
$820 Million 0.78% of portfolio
13,899
Q1 2025 Reduced 1.81%
$0
$727 Million 0.69% of portfolio
14,100
Q4 2024 New
$51.1B
$676 Million 0.65% of portfolio
36,348
Q1 2025 Added 0.78%
$3.42T
$662 Million 0.63% of portfolio
2,980
Q1 2025 Added 0.1%
$0
$651 Million 0.62% of portfolio
12,800
Q1 2025 Added 0.73%
$0
$620 Million 0.59% of portfolio
4,810
Q1 2025 Reduced 0.66%
$1.88T
$547 Million 0.52% of portfolio
2,874
Q1 2025 Reduced 0.07%
$0
$530 Million 0.51% of portfolio
10,600
Q4 2024 New
$0
$450 Million 0.43% of portfolio
800
Q4 2024 New
$0
$418 Million 0.4% of portfolio
2,403
Q1 2025 Added 0.04%
$0
$406 Million 0.39% of portfolio
56,604
Q1 2025 Added 43.12%
$0
$411 Million 0.39% of portfolio
2,033
Q1 2025 Added 0.05%
$0
$406 Million 0.39% of portfolio
2,091
Q1 2025 Reduced 0.38%
$0
$392 Million 0.37% of portfolio
3,412
Q4 2024 New
$0
$362 Million 0.35% of portfolio
14,832
Q1 2025 Added 0.88%
$3.83B
$355 Million 0.34% of portfolio
9,265
Q1 2025 Added 2.6%
$0
$336 Million 0.32% of portfolio
44,608
Q1 2025 Added 11.31%
$0
$303 Million 0.29% of portfolio
5,295
Q1 2025 Reduced 1.32%
$0
$301 Million 0.29% of portfolio
6,000
Q4 2024 New
$100B
$303 Million 0.29% of portfolio
3,296
Q1 2025 Reduced 1.64%
$0
$288 Million 0.28% of portfolio
17,185
Q1 2025 Reduced 4.85%
$0
$292 Million 0.28% of portfolio
13,028
Q1 2025 Added 4.47%
$0
$288 Million 0.28% of portfolio
14,553
Q1 2025 Added 20.36%
$0
$286 Million 0.27% of portfolio
28,693
Q1 2025 Added 4.49%
$0
$269 Million 0.26% of portfolio
6,653
Q1 2025 Added 0.18%
$1.16B
$270 Million 0.26% of portfolio
18,441
Q1 2025 Added 0.55%
$0
$268 Million 0.26% of portfolio
6,000
Q4 2024 New
$0
$271 Million 0.26% of portfolio
8,820
Q1 2025 Reduced 0.85%
$0
$272 Million 0.26% of portfolio
16,382
Q1 2025 Reduced 9.48%
$65B
$272 Million 0.26% of portfolio
7,967
Q1 2025 Added 23.31%
$94.5B
$264 Million 0.25% of portfolio
5,966
Q1 2025 Reduced 4.44%
$0
$249 Million 0.24% of portfolio
17,496
Q1 2025 Reduced 0.44%
$167B
$250 Million 0.24% of portfolio
2,220
Q4 2024 New
$0
$231 Million 0.22% of portfolio
5,013
Q1 2025 Reduced 1.51%
$440B
$232 Million 0.22% of portfolio
1,955
Q1 2025 Reduced 13.95%
$0
$221 Million 0.21% of portfolio
16,798
Q1 2025 Added 8.8%
$891B
$213 Million 0.2% of portfolio
820
Q4 2024 New
$94B
$202 Million 0.19% of portfolio
1,653
Q1 2025 New
$0
$195 Million 0.19% of portfolio
18,449
Q1 2025 Added 1.33%

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $105 Billion
  • Prior Value $105 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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