account_balance
Investment manager · 13F filer · SEC CIK 1736079
Waller Financial Planning Group, Inc
Reported value$493Mas of Sep 30, 2026
Positions78 2 new, 2 sold out
Top 10 weight73.1%IVV alone is 18%
FiledOct 77 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
17.6%Added +3%
SPYGSPDR Series Trust
9.3%Added +6%
EFViShares Tr
8.8%Added +6%
SPYVSPDR Series Trust
7.6%Added +6%
VBRVanguard Index FDS
7.2%Added +5%
EFGiShares Tr
5.7%Added +6%
IGEBiShares Tr
5.2%Trimmed −3%
SPABSPDR Series Trust
4.6%Trimmed −3%
SCHDSchwab Strategic Tr
4.2%
SPDWSPDR Index SHS FDS
2.8%
OMFLInvesco Exch TRD SLF Idx Fd
2.5%Trimmed −2%
VEA2.2%
IVViShares Tr
17.6%Added +3%
SPYGSPDR Series Trust
9.3%+6%
EFViShares Tr
8.8%
SPYVSPDR Series Trust
7.6%
VBRVanguard Index FDS
7.2%+5%
EFGiShares Tr
5.7%
IGEBiShares Tr
5.2%
SPABSPDR Series Trust
4.6%
SCHD4.2%
SPDW2.8%
OMFL2.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 17.6% Added +3%
SPYG SPDR Series Trust 9.3% Added +6%
EFV iShares Tr 8.8% Added +6%
SPYV SPDR Series Trust 7.6% Added +6%
VBR Vanguard Index FDS 7.2% Added +5%
EFG iShares Tr 5.7% Added +6%
IGEB iShares Tr 5.2% Trimmed −3%
SPAB SPDR Series Trust 4.6% Trimmed −3%
SCHD Schwab Strategic Tr 4.2% Held
SPDW SPDR Index SHS FDS 2.8% Held
OMFL Invesco Exch TRD SLF Idx Fd 2.5% Trimmed −2%
VEA Vanguard Tax-Managed FDS 2.2% Held
What changed
Biggest moves since Jun 30, 2026
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