WALLER FINANCIAL PLANNING GROUP, INC
WALLER FINANCIAL PLANNING GROUP, INC reported 78 positions worth $485.6M as of June 30, 2026 (13F filed July 7, 2026). Largest holding: IVV (16.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $82.0M | 16.88% | 109,476 | — | — | |
| ▸ 2 | SPYG | SH | $42.0M | 8.64% | 352,803 | — | — | |
| ▸ 3 | EFV | SH | $39.8M | 8.20% | 519,921 | — | — | |
| ▸ 4 | VBR | SH | $35.6M | 7.34% | 146,704 | — | — | |
| ▸ 5 | SPYV | SH | $35.1M | 7.23% | 577,788 | — | — | |
| ▸ 6 | IGEB | SH | $28.2M | 5.80% | 624,286 | — | — | |
| ▸ 7 | EFG | SH | $27.4M | 5.64% | 219,957 | — | — | |
| ▸ 8 | SPAB | SH | $24.5M | 5.05% | 960,721 | — | — | |
| ▸ 9 | SCHD | SH | $20.4M | 4.19% | 642,281 | — | — | |
| ▸ 10 | SPDW | SH | $13.9M | 2.87% | 276,793 | — | — |
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Frequently Asked Questions
What stocks does WALLER FINANCIAL PLANNING GROUP, INC hold as of Q2 2026?
WALLER FINANCIAL PLANNING GROUP, INC reported 78 positions worth $485.6M in its Q2 2026 13F filing. Largest positions: IVV (16.9%), SPYG (8.6%), EFV (8.2%), VBR (7.3%) and SPYV (7.2%).
What did WALLER FINANCIAL PLANNING GROUP, INC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did WALLER FINANCIAL PLANNING GROUP, INC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.