WALLER FINANCIAL PLANNING GROUP, INC: 13F holdings
CIK 17360792026Q2
| Positions | 78 |
|---|
| Reported value | $485.6m |
|---|
| Filed | 2026-07-07 |
|---|
Change since last quarter
| Positions | 78 (+5 vs prior quarter) |
|---|
| Reported value | $485.6m (+7.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 109,476 | $82.0m | 16.9% |
| SPYG SPDR SERIES TRUST | 352,803 | $42.0m | 8.6% |
| EFV ISHARES TR | 519,921 | $39.8m | 8.2% |
| VBR VANGUARD INDEX FDS | 146,704 | $35.6m | 7.3% |
| SPYV SPDR SERIES TRUST | 577,788 | $35.1m | 7.2% |
| IGEB ISHARES TR | 624,286 | $28.2m | 5.8% |
| EFG ISHARES TR | 219,957 | $27.4m | 5.6% |
| SPAB SPDR SERIES TRUST | 960,721 | $24.5m | 5.0% |
| SCHD SCHWAB STRATEGIC TR | 642,281 | $20.4m | 4.2% |
| EWU SPDR INDEX SHS FDS | 276,793 | $13.9m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1736079")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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