Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WALLER FINANCIAL PLANNING GROUP, INC (CIK 1736079) reported $453.1M across 72 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($71.1M, 15.70%), EFV ($38.0M, 8.39%), SPYG ($37.7M, 8.31%), VBR ($34.2M, 7.54%), SPYV ($33.7M, 7.44%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $71.1M | 15.70% | 108,907 | Added |
| 2 | EFV | ISHARES TR | $38.0M | 8.39% | 511,303 | Added |
| 3 | SPYG | SPDR SERIES TRUST | $37.7M | 8.31% | 384,599 | Added |
| 4 | VBR | VANGUARD INDEX FDS | $34.2M | 7.54% | 157,323 | Added |
| 5 | SPYV | SPDR SERIES TRUST | $33.7M | 7.44% | 595,915 | Added |
| 6 | IGEB | ISHARES TR | $27.6M | 6.09% | 612,366 | Added |
| 7 | SPAB | SPDR SERIES TRUST | $24.7M | 5.46% | 965,511 | Added |
| 8 | EFG | ISHARES TR | $24.0M | 5.30% | 215,672 | Added |
| 9 | SCHD | SCHWAB STRATEGIC TR | $22.8M | 5.04% | 744,302 | Added |
| 10 | SPDW | SPDR INDEX SHS FDS | $12.8M | 2.83% | 281,244 | Trimmed |
| 11 | OMFL | INVESCO EXCH TRD SLF IDX FD | $11.8M | 2.61% | 196,483 | Trimmed |
| 12 | SPSM | SPDR SERIES TRUST | $10.7M | 2.37% | 222,063 | Trimmed |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | $10.2M | 2.26% | 159,464 | Trimmed |
| 14 | SPMD | SPDR SERIES TRUST | $10.0M | 2.21% | 169,007 | Trimmed |
| 15 | VOO | VANGUARD INDEX FDS | $8.5M | 1.88% | 14,269 | Added |
| 16 | VB | VANGUARD INDEX FDS | $8.2M | 1.82% | 31,457 | Trimmed |
| 17 | VO | VANGUARD INDEX FDS | $6.5M | 1.43% | 22,606 | Trimmed |
| 18 | VIG | VANGUARD SPECIALIZED FUNDS | $6.4M | 1.41% | 29,670 | Added |
| 19 | AAPL | APPLE INC | $4.8M | 1.06% | 18,932 | Added |
| 20 | XLRE | SELECT SECTOR SPDR TR | $3.1M | 0.69% | 76,232 | Trimmed |
| 21 | MUB | ISHARES TR | $2.9M | 0.63% | 26,953 | Added |
| 22 | BIV | VANGUARD BD INDEX FDS | $2.8M | 0.61% | 36,001 | Added |
| 23 | SLYV | SPDR SERIES TRUST | $2.5M | 0.55% | 26,219 | Trimmed |
| 24 | MDYV | SPDR SERIES TRUST | $2.2M | 0.50% | 26,351 | Trimmed |
| 25 | SLYG | SPDR SERIES TRUST | $2.2M | 0.49% | 23,184 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31