WALLER FINANCIAL PLANNING GROUP, INC

CIK 0001736079 • 6 13F filings • Apr 2, 2025 – Jul 7, 2026

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Filer information

Filed by: WALLER FINANCIAL PLANNING GROUP, INC, Partner
Address: 941 CHATHAM LANE, SUITE 212, COLUMBUS, OH, 43221
Phone: 614-457-7026
AUM: $450.4M

AUM over time

$492.6M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $450.4M65 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$211K	0.0%Prev: 0.1%	673 SH	Decreased-1,144 SH
AMAZON COM INC	COM	$1.5M	0.3%Prev: 0.4%	6,331 SH	Decreased-940 SH
APPLE INC	COM	$5.1M	1.1%Prev: 1.4%	18,844 SH	Decreased-2,404 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$351K	0.1%Prev: 0.1%	698 SH	Decreased-317 SH
BROADCOM INC	COM	$330K	0.1%Prev: 0.1%	953 SH	Decreased-754 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$218K	0.0%	5,000 SH	New
CITIGROUP INC	COM NEW	$278K	0.1%	2,380 SH	New
COCA COLA CO	COM	$228K	0.1%Prev: 0.1%	3,260 SH	Decreased+245 SH
EXXON MOBIL CORP	COM	$426K	0.1%	3,541 SH	New
FEDEX CORP	COM	$200K	0.0%	693 SH	New
GENERAL AMERN INVS CO INC	COM	$1.1M	0.3%Prev: 0.3%	19,563 SH	Decreased
INTUIT	COM	$843K	0.2%Prev: 0.1%	1,272 SH	Increased
INVESCO EXCH TRD SLF IDX FD	RUSL 1000 DYNM	$13.3M	3.0%Prev: 2.5%	217,758 SH	Increased+39,754 SH
INVESCO QQQ TR	UNIT SER 1	$787K	0.2%Prev: 0.2%	1,281 SH	Decreased-235 SH
ISHARES TR	CORE S&P500 ETF	$72.6M	16.1%Prev: 17.6%	106,055 SH	Decreased-6,928 SH
ISHARES TR	EAFE GRWTH ETF	$22.7M	5.0%Prev: 5.7%	199,115 SH	Decreased-34,758 SH
ISHARES TR	EAFE VALUE ETF	$33.5M	7.4%Prev: 8.8%	469,119 SH	Decreased-80,117 SH
ISHARES TR	FLTG RATE NT ETF	$2.0M	0.4%Prev: 0.4%	38,531 SH	Increased+1,011 SH
ISHARES TR	INVESTMENT GRADE	$26.4M	5.9%	578,964 SH	New
ISHARES TR	NATIONAL MUN ETF	$2.8M	0.6%Prev: 0.6%	26,089 SH	Decreased-2,621 SH
ISHARES TR	SELECT DIVID ETF	$247K	0.1%Prev: 0.1%	1,750 SH	Decreased-389 SH
ISHARES TR	SHRT NAT MUN ETF	$404K	0.1%Prev: 0.1%	3,789 SH	Increased+346 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$392K	0.1%Prev: 0.1%	6,855 SH	Increased+1,720 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$244K	0.1%	4,200 SH	New
JPMORGAN CHASE & CO.	COM	$865K	0.2%	2,684 SH	New
MARSH & MCLENNAN COS INC	COM	$604K	0.1%Prev: 0.1%	3,255 SH	Increased-52 SH
META PLATFORMS INC	CL A	$436K	0.1%Prev: 0.1%	660 SH	Decreased-126 SH
MICROSOFT CORP	COM	$695K	0.2%Prev: 0.2%	1,438 SH	Decreased-538 SH
NETFLIX INC	COM	$551K	0.1%	5,881 SH	New
NORTHROP GRUMMAN CORP	COM	$348K	0.1%Prev: 0.1%	610 SH	Increased+3 SH
NVIDIA CORPORATION	COM	$1.1M	0.2%Prev: 0.4%	5,813 SH	Decreased-1,991 SH
PHILIP MORRIS INTL INC	COM	$377K	0.1%Prev: 0.1%	2,350 SH	Decreased+54 SH
PPG INDS INC	COM	$1.3M	0.3%	12,764 SH	New
PROCTER AND GAMBLE CO	COM	$1.0M	0.2%	7,027 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$19.4M	4.3%Prev: 4.2%	707,671 SH	Decreased+71,787 SH
SELECT SECTOR SPDR TR	STATE STREET REA	$5.3M	1.2%	130,905 SH	New
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$12.8M	2.8%	287,155 SH	New
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$829K	0.2%	17,718 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$129.0M	28.6%	2,455,445 SH	New
STRYKER CORPORATION	COM	$258K	0.1%Prev: 0.0%	735 SH	Increased-1 SH
TESLA INC	COM	$413K	0.1%Prev: 0.1%	919 SH	Increased-20 SH
UNITED PARCEL SERVICE INC	CL B	$1.3M	0.3%	13,594 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$2.7M	0.6%Prev: 0.4%	35,226 SH	Increased+6,639 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.4M	0.3%Prev: 0.3%	17,722 SH	Increased+77 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$499K	0.1%Prev: 0.1%	10,333 SH	Increased+1,448 SH
VANGUARD INDEX FDS	GROWTH ETF	$1.3M	0.3%	2,709 SH	New
VANGUARD INDEX FDS	LARGE CAP ETF	$277K	0.1%	881 SH	New
VANGUARD INDEX FDS	MCAP GR IDXVIP	$966K	0.2%	3,460 SH	New
VANGUARD INDEX FDS	MCAP VL IDXVIP	$446K	0.1%	2,517 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$8.1M	1.8%	27,771 SH	New
VANGUARD INDEX FDS	REAL ESTATE ETF	$3.6M	0.8%Prev: 0.3%	40,622 SH	Increased+23,898 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$8.4M	1.9%Prev: 2.0%	13,460 SH	Decreased-417 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$31.2M	6.9%	147,254 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$8.5M	1.9%	32,952 SH	New
VANGUARD INDEX FDS	SML CP GRW ETF	$624K	0.1%	2,067 SH	New
VANGUARD INDEX FDS	VALUE ETF	$434K	0.1%	2,272 SH	New
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$402K	0.1%Prev: 0.1%	5,467 SH	Decreased+210 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$891K	0.2%Prev: 0.2%	16,578 SH	Decreased+1,175 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$324K	0.1%Prev: 0.1%	2,295 SH	Decreased-299 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$292K	0.1%Prev: 0.0%	4,873 SH	Increased+786 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$235K	0.1%Prev: 0.1%	4,006 SH	Decreased-938 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$6.3M	1.4%Prev: 1.4%	28,657 SH	Decreased-779 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$10.1M	2.2%Prev: 2.2%	162,096 SH	Decreased+5,596 SH
WALMART INC	COM	$300K	0.1%Prev: 0.1%	2,691 SH	Decreased-807 SH
WELLS FARGO CO NEW	COM	$249K	0.1%	2,674 SH	New

Sold (vs prior filing)

ABERCROMBIE & FITCH CO — $218K
ALPHABET INC — $306K
AUTODESK INC — $207K
COSTCO WHOLESALE CORPORATION — $298K
ELI LILLY & CO — $296K
EXXONMOBIL HOLDINGS CORP — $607K
INTEL CORP — $380K
ISHARES TR — $25.8M
ISHARES TR — $206K
JOHNSON & JOHNSON — $203K
JPMORGAN CHASE & CO — $959K
NETFLIX INC. — $418K
PROCTER & GAMBLE CO — $970K
SELECT SECTOR SPDR TR — $1.9M
SPDR INDEX SHS FDS — $905K
SPDR INDEX SHS FDS — $13.9M
SPDR SERIES TRUST — $1.2M
SPDR SERIES TRUST — $22.7M
SPDR SERIES TRUST — $8.9M
SPDR SERIES TRUST — $46.1M
… and 18 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 13, 2026	Q4 2025	13F-HR	0001214659-26-000397	$450.4M	View
Oct 7, 2026	Q3 2026	13F-HR	0001214659-26-012630	$492.6M	View
Oct 9, 2025