Waller Financial Planning Group, Inc Portfolio Holdings
Waller Financial Planning Group, Inc
- $412 Million
- Q2 2025
Waller Financial Planning Group, Inc has filed its 13F form on July 02, 2025 for Q2 2025 where it was disclosed a total value porftolio of $412 Million distributed in 71 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $49.8M, Spdr Ser Tr Fds Spdr Portfolio with a value of $36.6M, Spdr Portfolio with a value of $36.3M, Spdr Portfolio S&P 600 Small C with a value of $35.3M, and Invesco Exchange Traded Self I with a value of $34.2M.
Examining the 13F form we can see an increase of $57.5M in the current position value, from $355M to 412M.
Below you can find more details about Waller Financial Planning Group, Inc portfolio as well as his latest detailed transactions.