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: $453.1M63 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL C	$253K	0.1%	883 SH	New
AMAZON COM INC	COM	$1.3M	0.3%Prev: 0.4%	6,081 SH	Increased-832 SH
APPLE INC	COM	$4.8M	1.1%Prev: 1.5%	18,932 SH	Decreased-5,217 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$339K	0.1%Prev: 0.1%	708 SH	Increased+253 SH
BROADCOM INC	COM	$295K	0.1%Prev: 0.1%	953 SH	Decreased-951 SH
COCA COLA CO	COM	$248K	0.1%Prev: 0.1%	3,260 SH	Increased-200 SH
DUKE ENERGY CORP NEW	COM NEW	$203K	0.0%	1,552 SH	New
EXXON MOBIL CORP	COM	$601K	0.1%Prev: 0.2%	3,541 SH	Increased-1,250 SH
FEDEX CORP	COM	$247K	0.1%	694 SH	New
GENERAL AMERN INVS CO INC	COM	$1.1M	0.3%	19,563 SH	New
INTUIT	COM	$550K	0.1%Prev: 0.3%	1,272 SH	Decreased-361 SH
INVESCO EXCH TRD SLF IDX FD	RUSL 1000 DYNM	$11.8M	2.6%Prev: 7.4%	196,483 SH	Decreased-300,311 SH
INVESCO QQQ TR	UNIT SER 1	$657K	0.1%Prev: 0.1%	1,139 SH	Increased+223 SH
ISHARES TR	0-3 MNTH TREASRY	$291K	0.1%	2,890 SH	New
ISHARES TR	CORE S&P500 ETF	$71.1M	15.7%Prev: 11.5%	108,907 SH	Increased+36,175 SH
ISHARES TR	EAFE GRWTH ETF	$24.0M	5.3%Prev: 1.4%	215,672 SH	Increased+166,073 SH
ISHARES TR	EAFE VALUE ETF	$38.0M	8.4%Prev: 1.6%	511,303 SH	Increased+412,328 SH
ISHARES TR	FLTG RATE NT ETF	$2.0M	0.4%Prev: 0.6%	38,841 SH	Decreased-649 SH
ISHARES TR	INVESTMENT GRADE	$27.6M	6.1%Prev: 6.2%	612,366 SH	Increased+123,750 SH
ISHARES TR	NATIONAL MUN ETF	$2.9M	0.6%Prev: 0.8%	26,953 SH	Increased+340 SH
ISHARES TR	SELECT DIVID ETF	$324K	0.1%	2,139 SH	New
ISHARES TR	SHRT NAT MUN ETF	$465K	0.1%Prev: 0.1%	4,364 SH	Increased+367 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$712K	0.2%Prev: 0.1%	12,558 SH	Increased+5,895 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$583K	0.1%	10,505 SH	New
JPMORGAN CHASE & CO.	COM	$790K	0.2%Prev: 0.2%	2,685 SH	Decreased-558 SH
MARSH & MCLENNAN COS INC	COM	$568K	0.1%Prev: 0.2%	3,272 SH	Decreased+58 SH
META PLATFORMS INC	CL A	$378K	0.1%Prev: 0.1%	661 SH	Decreased-150 SH
MICROSOFT CORP	COM	$678K	0.1%Prev: 0.2%	2,003 SH	Decreased+180 SH
NETFLIX INC	COM	$548K	0.1%Prev: 0.2%	5,704 SH	Decreased+5,077 SH
NORTHROP GRUMMAN CORP	COM	$416K	0.1%Prev: 0.1%	610 SH	Increased-39 SH
NVIDIA CORPORATION	COM	$932K	0.2%Prev: 0.2%	5,345 SH	Increased+145 SH
PHILIP MORRIS INTL INC	COM	$389K	0.1%Prev: 0.1%	2,350 SH	Decreased-100 SH
PROCTER AND GAMBLE CO	COM	$1.0M	0.2%Prev: 0.6%	7,156 SH	Decreased-4,531 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$22.8M	5.0%Prev: 4.5%	744,302 SH	Increased+167,783 SH
SELECT SECTOR SPDR TR	STATE STREET REA	$3.1M	0.7%	76,232 SH	New
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$12.8M	2.8%Prev: 9.4%	281,244 SH	Decreased-637,066 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$831K	0.2%Prev: 0.3%	17,718 SH	Decreased-8,485 SH
SPDR SERIES TRUST	STATE STREET SPD	$128.2M	28.3%	2,491,136 SH	New
STRYKER CORPORATION	COM	$242K	0.1%Prev: 0.1%	736 SH	Decreased+1 SH
TESLA INC	COM	$343K	0.1%Prev: 0.1%	924 SH	Increased-179 SH
UNITED PARCEL SERVICE INC	CL B	$1.3M	0.3%Prev: 0.4%	13,696 SH	Decreased+102 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$2.8M	0.6%Prev: 0.8%	36,001 SH	Increased+1,098 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.3M	0.3%Prev: 0.4%	17,206 SH	Decreased-1,323 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$449K	0.1%Prev: 0.2%	9,351 SH	Decreased-3,570 SH
VANGUARD INDEX FDS	GROWTH ETF	$1.4M	0.3%Prev: 0.3%	3,165 SH	Increased+746 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$230K	0.1%Prev: 0.1%	768 SH	Increased-123 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$817K	0.2%Prev: 0.3%	3,175 SH	Decreased-663 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$408K	0.1%Prev: 0.1%	2,217 SH	Decreased-538 SH
VANGUARD INDEX FDS	MID CAP ETF	$6.5M	1.4%Prev: 2.0%	22,606 SH	Decreased-5,377 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$2.1M	0.5%Prev: 1.1%	23,469 SH	Decreased-18,701 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$8.5M	1.9%Prev: 2.0%	14,269 SH	Increased+336 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$34.2M	7.5%Prev: 0.2%	157,323 SH	Increased+153,250 SH
VANGUARD INDEX FDS	SMALL CP ETF	$8.2M	1.8%Prev: 2.0%	31,457 SH	Increased-270 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$597K	0.1%Prev: 0.2%	1,975 SH	Decreased-772 SH
VANGUARD INDEX FDS	VALUE ETF	$608K	0.1%Prev: 0.2%	3,101 SH	Increased-380 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$414K	0.1%Prev: 0.1%	5,507 SH	Increased+695 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$833K	0.2%Prev: 0.3%	15,403 SH	Decreased-7,104 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$343K	0.1%Prev: 0.1%	2,477 SH	Increased+299 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$281K	0.1%Prev: 0.1%	4,726 SH	Decreased-363 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$6.4M	1.4%Prev: 1.6%	29,670 SH	Increased+1,224 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$10.2M	2.3%Prev: 2.4%	159,464 SH	Increased-10,507 SH
WALMART INC	COM	$335K	0.1%Prev: 0.1%	2,692 SH	Decreased-2,033 SH
WELLS FARGO CO NEW	COM	$213K	0.0%Prev: 0.1%	2,674 SH	Decreased-477 SH

Sold (vs prior filing)

COSTCO WHSL CORP NEW — $281K
ISHARES TR — $214K
JOHNSON & JOHNSON — $203K
PPG INDS INC — $1.4M
QUALCOMM INC — $262K
SELECT SECTOR SPDR TR — $19.8M
SPDR SER TR — $1.2M
SPDR SER TR — $1.1M
SPDR SER TR — $22.0M
SPDR SER TR — $28.8M
SPDR SER TR — $27.2M
SPDR SER TR — $6.6M
SPDR SER TR — $6.8M
SPDR SER TR — $3.3M
SPDR SER TR — $4.1M
SPDR SER TR — $3.2M
SPDR SER TR — $3.7M

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