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.

Portfolio value $412 Million
ETFs: $392 Million
Technology: $8 Million
Consumer Defensive: $2.94 Million
Financial Services: $2.26 Million
Industrials: $1.88 Million
Consumer Cyclical: $1.66 Million
Basic Materials: $1.44 Million
Communication Services: $1.28 Million
Other: $724,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $412 Million
  • Prior Value $355 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 02, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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