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: $435.8M71 positionsView on SEC.gov

			% of Portfolio
AMAZON COM INC	COM	$1.4M	0.3%Prev: 0.4%	6,269 SH	Decreased-946 SH
APPLE INC	COM	$4.8M	1.1%Prev: 1.1%	18,937 SH	Decreased-249 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$405K	0.1%Prev: 0.0%	806 SH	Increased+323 SH
BROADCOM INC	COM	$399K	0.1%Prev: 0.1%	1,210 SH	Decreased-505 SH
CITIGROUP INC	COM NEW	$246K	0.1%	2,420 SH	New
COCA COLA CO	COM	$216K	0.0%Prev: 0.1%	3,260 SH	Decreased+245 SH
COSTCO WHSL CORP NEW	COM	$461K	0.1%	498 SH	New
EXXON MOBIL CORP	COM	$454K	0.1%Prev: 0.1%	4,026 SH	Decreased+299 SH
GOLDMAN SACHS ETF TR	S&P 500 PREMIUM	$280K	0.1%	5,361 SH	New
INTUIT	COM	$869K	0.2%Prev: 0.1%	1,272 SH	Increased
INVESCO EXCH TRD SLF IDX FD	RUSL 1000 DYNM	$36.0M	8.3%Prev: 2.6%	597,670 SH	Increased+415,633 SH
INVESCO QQQ TR	UNIT SER 1	$806K	0.2%Prev: 0.2%	1,342 SH	Decreased-176 SH
ISHARES TR	CORE S&P500 ETF	$53.3M	12.2%Prev: 16.9%	79,589 SH	Decreased-29,887 SH
ISHARES TR	EAFE GRWTH ETF	$5.9M	1.4%Prev: 5.6%	52,051 SH	Decreased-167,906 SH
ISHARES TR	EAFE VALUE ETF	$6.7M	1.5%Prev: 8.2%	98,925 SH	Decreased-420,996 SH
ISHARES TR	FLTG RATE NT ETF	$1.9M	0.4%Prev: 0.4%	36,916 SH	Decreased-2,911 SH
ISHARES TR	INVESTMENT GRADE	$23.3M	5.3%Prev: 5.8%	506,071 SH	Decreased-118,215 SH
ISHARES TR	NATIONAL MUN ETF	$2.8M	0.6%Prev: 0.6%	26,073 SH	Decreased-1,158 SH
ISHARES TR	SHRT NAT MUN ETF	$424K	0.1%Prev: 0.1%	3,969 SH	Decreased-183 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$437K	0.1%Prev: 0.1%	7,650 SH	Increased+2,515 SH
JPMORGAN CHASE & CO.	COM	$846K	0.2%	2,683 SH	New
MARSH & MCLENNAN COS INC	COM	$653K	0.1%Prev: 0.1%	3,239 SH	Increased-51 SH
META PLATFORMS INC	CL A	$483K	0.1%Prev: 0.1%	657 SH	Increased-153 SH
MICROSOFT CORP	COM	$762K	0.2%Prev: 0.2%	1,470 SH	Decreased-654 SH
NETFLIX INC	COM	$698K	0.2%	582 SH	New
NORTHROP GRUMMAN CORP	COM	$372K	0.1%Prev: 0.1%	610 SH	Increased
NVIDIA CORPORATION	COM	$1.1M	0.2%Prev: 0.3%	5,700 SH	Decreased-442 SH
PHILIP MORRIS INTL INC	COM	$381K	0.1%Prev: 0.1%	2,350 SH	Decreased+54 SH
PPG INDS INC	COM	$1.3M	0.3%	12,664 SH	New
PROCTER AND GAMBLE CO	COM	$1.1M	0.2%	6,936 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$20.0M	4.6%Prev: 4.2%	733,480 SH	Decreased+91,199 SH
SELECT SECTOR SPDR TR	RL EST SEL SEC	$20.7M	4.7%	490,922 SH	New
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$38.2M	8.8%	892,195 SH	New
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$910K	0.2%	19,445 SH	New
SPDR SERIES TRUST	PORTFLI INTRMDIT	$1.1M	0.3%	39,351 SH	New
SPDR SERIES TRUST	PORTFOLI S&P1500	$1.3M	0.3%	15,657 SH	New
SPDR SERIES TRUST	PORTFOLIO AGRGTE	$23.3M	5.3%	899,592 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P400	$38.9M	8.9%	679,846 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P600	$38.9M	8.9%	839,407 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$10.7M	2.4%	102,017 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 VL	$9.4M	2.2%	170,185 SH	New
SPDR SERIES TRUST	S&P 400 MDCP GRW	$4.7M	1.1%	51,797 SH	New
SPDR SERIES TRUST	S&P 400 MDCP VAL	$5.3M	1.2%	63,646 SH	New
SPDR SERIES TRUST	S&P 600 SMCP GRW	$4.7M	1.1%	49,810 SH	New
SPDR SERIES TRUST	S&P 600 SMCP VAL	$5.4M	1.2%	60,722 SH	New
STRYKER CORPORATION	COM	$272K	0.1%Prev: 0.0%	735 SH	Increased-1 SH
TESLA INC	COM	$403K	0.1%Prev: 0.1%	907 SH	Increased-27 SH
UNITED PARCEL SERVICE INC	CL B	$1.1M	0.3%	13,594 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$3.0M	0.7%Prev: 0.5%	38,418 SH	Increased+3,691 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.4M	0.3%Prev: 0.3%	17,552 SH	Decreased-256 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$457K	0.1%Prev: 0.1%	9,235 SH	Decreased-285 SH
VANGUARD INDEX FDS	GROWTH ETF	$1.3M	0.3%Prev: 0.3%	2,765 SH	Decreased-15,010 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$280K	0.1%Prev: 0.1%	909 SH	Increased+140 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$1.1M	0.3%Prev: 0.2%	3,809 SH	Increased+784 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$499K	0.1%Prev: 0.1%	2,860 SH	Increased+990 SH
VANGUARD INDEX FDS	MID CAP ETF	$9.1M	2.1%Prev: 1.4%	31,091 SH	Increased-53,169 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$4.1M	1.0%Prev: 0.3%	45,374 SH	Increased+27,986 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$9.4M	2.1%Prev: 2.0%	15,291 SH	Decreased+1,353 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$795K	0.2%Prev: 7.3%	3,809 SH	Decreased-142,895 SH
VANGUARD INDEX FDS	SMALL CP ETF	$9.3M	2.1%Prev: 1.9%	36,400 SH	Increased+6,439 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$638K	0.1%Prev: 0.1%	2,145 SH	Decreased+359 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$230K	0.1%	702 SH	New
VANGUARD INDEX FDS	VALUE ETF	$605K	0.1%Prev: 0.1%	3,244 SH	Decreased+313 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$391K	0.1%Prev: 0.1%	5,484 SH	Decreased+65 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.0M	0.2%Prev: 0.2%	19,071 SH	Increased+3,668 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$316K	0.1%Prev: 0.1%	2,296 SH	Decreased-235 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$283K	0.1%Prev: 0.1%	4,719 SH	Increased+574 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$6.6M	1.5%Prev: 1.4%	30,767 SH	Decreased+1,211 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$10.4M	2.4%Prev: 2.3%	174,354 SH	Decreased+17,249 SH
WALMART INC	COM	$282K	0.1%Prev: 0.1%	2,741 SH	Decreased-757 SH
WELLS FARGO CO NEW	COM	$224K	0.1%	2,674 SH	New

Sold (vs prior filing)

ABERCROMBIE & FITCH CO — $244K
ALPHABET INC — $653K
ALPHABET INC — $316K
AUTODESK INC — $234K
COSTCO WHOLESALE CORPORATION — $308K
ELI LILLY & CO — $334K
FEDEX CORP — $218K
GENERAL AMERN INVS CO INC — $1.2M
INTEL CORP — $444K
ISHARES TR — $334K
JPMORGAN CHASE & CO — $963K
NETFLIX INC. — $410K
PROCTER & GAMBLE CO — $979K
SELECT SECTOR SPDR TR — $2.5M
SPDR INDEX SHS FDS — $14.8M
SPDR SERIES TRUST — $136.4M
UNITED PARCEL SVCS INC — $1.6M
VANGUARD SCOTTSDALE FDS — $241K
VERTIV HOLDINGS CO — $236K
WELLS FARGO & CO — $221K

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