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: $413.7M71 positionsView on SEC.gov

			% of Portfolio
AMAZON COM INC	COM	$1.4M	0.3%Prev: 0.3%	6,265 SH	Increased+184 SH
APPLE INC	COM	$4.9M	1.2%Prev: 1.1%	24,056 SH	Increased+5,124 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$239K	0.1%Prev: 0.1%	492 SH	Decreased-216 SH
BROADCOM INC	COM	$333K	0.1%Prev: 0.1%	1,209 SH	Increased+256 SH
CITIGROUP INC	COM NEW	$206K	0.0%	2,420 SH	New
COCA COLA CO	COM	$231K	0.1%Prev: 0.1%	3,260 SH	Decreased
EXXON MOBIL CORP	COM	$434K	0.1%Prev: 0.1%	4,026 SH	Decreased+485 SH
GOLDMAN SACHS ETF TR	S&P 500 CORE PRE	$339K	0.1%	6,809 SH	New
INTUIT	COM	$1.0M	0.2%Prev: 0.1%	1,272 SH	Increased
INVESCO EXCH TRD SLF IDX FD	RUSL 1000 DYNM	$34.2M	8.3%Prev: 2.6%	592,265 SH	Increased+395,782 SH
INVESCO QQQ TR	UNIT SER 1	$832K	0.2%Prev: 0.1%	1,509 SH	Increased+370 SH
ISHARES TR	CORE S&P500 ETF	$49.8M	12.0%Prev: 15.7%	80,202 SH	Decreased-28,705 SH
ISHARES TR	EAFE GRWTH ETF	$5.8M	1.4%Prev: 5.3%	52,130 SH	Decreased-163,542 SH
ISHARES TR	EAFE VALUE ETF	$6.4M	1.5%Prev: 8.4%	100,205 SH	Decreased-411,098 SH
ISHARES TR	FLTG RATE NT ETF	$1.9M	0.5%Prev: 0.4%	37,936 SH	Decreased-905 SH
ISHARES TR	INVESTMENT GRADE	$22.5M	5.4%Prev: 6.1%	495,159 SH	Decreased-117,207 SH
ISHARES TR	NATIONAL MUN ETF	$2.8M	0.7%Prev: 0.6%	27,208 SH	Decreased+255 SH
ISHARES TR	SHRT NAT MUN ETF	$425K	0.1%Prev: 0.1%	4,000 SH	Decreased-364 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$378K	0.1%Prev: 0.2%	6,650 SH	Decreased-5,908 SH
JPMORGAN CHASE & CO.	COM	$863K	0.2%Prev: 0.2%	2,976 SH	Increased+291 SH
MARSH & MCLENNAN COS INC	COM	$705K	0.2%Prev: 0.1%	3,225 SH	Increased-47 SH
META PLATFORMS INC	CL A	$485K	0.1%Prev: 0.1%	657 SH	Increased-4 SH
MICROSOFT CORP	COM	$727K	0.2%Prev: 0.1%	1,461 SH	Increased-542 SH
NETFLIX INC	COM	$799K	0.2%Prev: 0.1%	597 SH	Increased-5,107 SH
NORTHROP GRUMMAN CORP	COM	$305K	0.1%Prev: 0.1%	610 SH	Decreased
NVIDIA CORPORATION	COM	$734K	0.2%Prev: 0.2%	4,643 SH	Decreased-702 SH
PHILIP MORRIS INTL INC	COM	$428K	0.1%Prev: 0.1%	2,350 SH	Increased
PPG INDS INC	COM	$1.4M	0.3%	12,664 SH	New
PROCTER AND GAMBLE CO	COM	$1.9M	0.4%Prev: 0.2%	11,682 SH	Increased+4,526 SH
QUALCOMM INC	COM	$272K	0.1%	1,711 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$19.3M	4.7%Prev: 5.0%	728,852 SH	Decreased-15,450 SH
SELECT SECTOR SPDR TR	RL EST SEL SEC	$20.0M	4.8%	482,707 SH	New
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$36.7M	8.9%Prev: 2.8%	906,904 SH	Increased+625,660 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$831K	0.2%Prev: 0.2%	19,445 SH	Decreased+1,727 SH
SPDR SER TR	PORTFLI INTRMDIT	$1.1M	0.3%	38,277 SH	New
SPDR SER TR	PORTFOLI S&P1500	$1.2M	0.3%	15,693 SH	New
SPDR SER TR	PORTFOLIO AGRGTE	$22.4M	5.4%	876,859 SH	New
SPDR SER TR	PORTFOLIO S&P400	$36.3M	8.8%	668,292 SH	New
SPDR SER TR	PORTFOLIO S&P600	$35.2M	8.5%	827,462 SH	New
SPDR SER TR	PRTFLO S&P500 GW	$9.5M	2.3%	99,762 SH	New
SPDR SER TR	PRTFLO S&P500 VL	$8.7M	2.1%	166,373 SH	New
SPDR SER TR	S&P 400 MDCP GRW	$4.4M	1.1%	50,848 SH	New
SPDR SER TR	S&P 400 MDCP VAL	$5.0M	1.2%	62,535 SH	New
SPDR SER TR	S&P 600 SMCP GRW	$4.3M	1.0%	48,860 SH	New
SPDR SER TR	S&P 600 SMCP VAL	$4.8M	1.2%	60,043 SH	New
STRYKER CORPORATION	COM	$291K	0.1%Prev: 0.1%	735 SH	Increased-1 SH
TESLA INC	COM	$284K	0.1%Prev: 0.1%	895 SH	Decreased-29 SH
UNITED PARCEL SERVICE INC	CL B	$1.4M	0.3%Prev: 0.3%	13,594 SH	Increased-102 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$3.0M	0.7%Prev: 0.6%	39,286 SH	Increased+3,285 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.4M	0.3%Prev: 0.3%	17,468 SH	Increased+262 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$474K	0.1%Prev: 0.1%	9,569 SH	Increased+218 SH
VANGUARD INDEX FDS	GROWTH ETF	$1.2M	0.3%Prev: 0.3%	2,692 SH	Decreased-473 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$259K	0.1%Prev: 0.1%	909 SH	Increased+141 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$1.1M	0.3%Prev: 0.2%	3,918 SH	Increased+743 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$473K	0.1%Prev: 0.1%	2,875 SH	Increased+658 SH
VANGUARD INDEX FDS	MID CAP ETF	$8.8M	2.1%Prev: 1.4%	31,349 SH	Increased+8,743 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$4.0M	1.0%Prev: 0.5%	45,026 SH	Increased+21,557 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$8.5M	2.1%Prev: 1.9%	15,030 SH	Increased+761 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$745K	0.2%Prev: 7.5%	3,819 SH	Decreased-153,504 SH
VANGUARD INDEX FDS	SMALL CP ETF	$8.7M	2.1%Prev: 1.8%	36,672 SH	Increased+5,215 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$598K	0.1%Prev: 0.1%	2,160 SH	Increased+185 SH
VANGUARD INDEX FDS	VALUE ETF	$571K	0.1%Prev: 0.1%	3,232 SH	Decreased+131 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$366K	0.1%Prev: 0.1%	5,441 SH	Decreased-66 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.0M	0.2%Prev: 0.2%	20,229 SH	Increased+4,826 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$280K	0.1%Prev: 0.1%	2,179 SH	Decreased-298 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$282K	0.1%Prev: 0.1%	4,708 SH	Increased-18 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$6.3M	1.5%Prev: 1.4%	30,931 SH	Decreased+1,261 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$10.0M	2.4%Prev: 2.3%	176,054 SH	Decreased+16,590 SH
WALMART INC	COM	$419K	0.1%Prev: 0.1%	4,286 SH	Increased+1,594 SH
WELLS FARGO CO NEW	COM	$252K	0.1%Prev: 0.0%	3,151 SH	Increased+477 SH
WORTHINGTON ENTERPRISES INC	COM	$204K	0.0%	3,211 SH	New

Sold (vs prior filing)

ALPHABET INC — $253K
DUKE ENERGY CORP NEW — $203K
FEDEX CORP — $247K
GENERAL AMERN INVS CO INC — $1.1M
ISHARES TR — $291K
ISHARES TR — $324K
J P MORGAN EXCHANGE TRADED F — $583K
SELECT SECTOR SPDR TR — $3.1M
SPDR SERIES TRUST — $128.2M

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