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 $485.6M across 78 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($82.0M, 16.88%), SPYG ($42.0M, 8.64%), EFV ($39.8M, 8.20%), VBR ($35.6M, 7.34%), SPYV ($35.1M, 7.23%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $82.0M | 16.88% | 109,476 | Added |
| 2 | SPYG | SPDR SERIES TRUST | $42.0M | 8.64% | 352,803 | Trimmed |
| 3 | EFV | ISHARES TR | $39.8M | 8.20% | 519,921 | Added |
| 4 | VBR | VANGUARD INDEX FDS | $35.6M | 7.34% | 146,704 | Trimmed |
| 5 | SPYV | SPDR SERIES TRUST | $35.1M | 7.23% | 577,788 | Trimmed |
| 6 | IGEB | ISHARES TR | $28.2M | 5.80% | 624,286 | Added |
| 7 | EFG | ISHARES TR | $27.4M | 5.64% | 219,957 | Added |
| 8 | SPAB | SPDR SERIES TRUST | $24.5M | 5.05% | 960,721 | Trimmed |
| 9 | SCHD | SCHWAB STRATEGIC TR | $20.4M | 4.19% | 642,281 | Trimmed |
| 10 | SPDW | SPDR INDEX SHS FDS | $13.9M | 2.87% | 276,793 | Trimmed |
| 11 | OMFL | INVESCO EXCH TRD SLF IDX FD | $12.5M | 2.57% | 182,037 | Trimmed |
| 12 | SPSM | SPDR SERIES TRUST | $12.1M | 2.50% | 210,367 | Trimmed |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | $11.2M | 2.31% | 157,105 | Trimmed |
| 14 | SPMD | SPDR SERIES TRUST | $10.2M | 2.11% | 151,413 | Trimmed |
| 15 | VOO | VANGUARD INDEX FDS | $9.6M | 1.97% | 13,938 | Trimmed |
| 16 | VB | VANGUARD INDEX FDS | $9.1M | 1.87% | 29,961 | Trimmed |
| 17 | VIG | VANGUARD SPECIALIZED FUNDS | $7.0M | 1.44% | 29,556 | Trimmed |
| 18 | VO | VANGUARD INDEX FDS | $6.8M | 1.40% | 84,260 | Added |
| 19 | AAPL | APPLE INC | $5.6M | 1.14% | 19,186 | Added |
| 20 | MUB | ISHARES TR | $2.9M | 0.60% | 27,231 | Added |
| 21 | SLYV | SPDR SERIES TRUST | $2.7M | 0.56% | 25,140 | Trimmed |
| 22 | BIV | VANGUARD BD INDEX FDS | $2.7M | 0.55% | 34,727 | Trimmed |
| 23 | SLYG | SPDR SERIES TRUST | $2.6M | 0.53% | 21,626 | Trimmed |
| 24 | XLRE | SELECT SECTOR SPDR TR | $2.5M | 0.52% | 57,904 | Trimmed |
| 25 | MDYV | SPDR SERIES TRUST | $2.3M | 0.48% | 24,656 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30