Waller Financial Planning Group, Inc Portfolio Holdings

Waller Financial Planning Group, Inc

  • $434 Million
  • Q3 2025

Waller Financial Planning Group, Inc has filed its 13F form on October 09, 2025 for Q3 2025 where it was disclosed a total value porftolio of $434 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 $53.3M, Spdr Portfolio with a value of $38.9M, Spdr Portfolio S&P 600 Small C with a value of $38.9M, Spdr Ser Tr Fds Spdr Portfolio with a value of $38.2M, and Invesco Exchange Traded Self I with a value of $36M.

Examining the 13F form we can see an increase of $22.4M in the current position value, from $412M to 434M.

Below you can find more details about Waller Financial Planning Group, Inc portfolio as well as his latest detailed transactions.

Portfolio value $434 Million
ETFs: $415 Million
Technology: $7.91 Million
Consumer Defensive: $2.4 Million
Financial Services: $2.37 Million
Consumer Cyclical: $1.78 Million
Industrials: $1.51 Million
Basic Materials: $1.33 Million
Communication Services: $1.18 Million
Other: $724,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $434 Million
  • Prior Value $412 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 09, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
Track This Portfolio

Track Waller Financial Planning Group, Inc Portfolio

Follow Waller Financial Planning Group, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Waller Financial Planning Group, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Waller Financial Planning Group, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email