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: $485.6M67 positionsView on SEC.gov

			% of Portfolio
ABERCROMBIE & FITCH CO	CL A	$244K	0.1%	2,711 SH	New
ALPHABET INC	CAP STK CL A	$653K	0.1%	1,827 SH	New
ALPHABET INC	CAP STK CL C	$316K	0.1%	896 SH	New
AMAZON COM INC	COM	$1.7M	0.4%Prev: 0.3%	7,215 SH	Increased+950 SH
APPLE INC	COM	$5.6M	1.1%Prev: 1.2%	19,186 SH	Increased-4,870 SH
AUTODESK INC	COM	$234K	0.0%	1,205 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$242K	0.0%Prev: 0.1%	483 SH	Increased-9 SH
BROADCOM INC	COM	$648K	0.1%Prev: 0.1%	1,715 SH	Increased+506 SH
COCA COLA CO	COM	$245K	0.1%Prev: 0.1%	3,015 SH	Increased-245 SH
COSTCO WHOLESALE CORPORATION	COM	$308K	0.1%	330 SH	New
ELI LILLY & CO	COM	$334K	0.1%	278 SH	New
EXXON MOBIL CORP	COM	$509K	0.1%Prev: 0.1%	3,727 SH	Increased-299 SH
FEDEX CORP	COM	$218K	0.0%	696 SH	New
GENERAL AMERN INVS CO INC	COM	$1.2M	0.3%	19,563 SH	New
INTEL CORP	COM	$444K	0.1%	3,181 SH	New
INTUIT	COM	$332K	0.1%Prev: 0.2%	1,272 SH	Decreased
INVESCO EXCH TRD SLF IDX FD	RUSL 1000 DYNM	$12.5M	2.6%Prev: 8.3%	182,037 SH	Decreased-410,228 SH
INVESCO QQQ TR	UNIT SER 1	$1.1M	0.2%Prev: 0.2%	1,518 SH	Increased+9 SH
ISHARES TR	CORE S&P500 ETF	$82.0M	16.9%Prev: 12.0%	109,476 SH	Increased+29,274 SH
ISHARES TR	EAFE GRWTH ETF	$27.4M	5.6%Prev: 1.4%	219,957 SH	Increased+167,827 SH
ISHARES TR	EAFE VALUE ETF	$39.8M	8.2%Prev: 1.5%	519,921 SH	Increased+419,716 SH
ISHARES TR	FLTG RATE NT ETF	$2.0M	0.4%Prev: 0.5%	39,827 SH	Increased+1,891 SH
ISHARES TR	INVESTMENT GRADE	$28.2M	5.8%Prev: 5.4%	624,286 SH	Increased+129,127 SH
ISHARES TR	NATIONAL MUN ETF	$2.9M	0.6%Prev: 0.7%	27,231 SH	Increased+23 SH
ISHARES TR	SELECT DIVID ETF	$334K	0.1%	2,139 SH	New
ISHARES TR	SHRT NAT MUN ETF	$442K	0.1%Prev: 0.1%	4,152 SH	Increased+152 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$290K	0.1%Prev: 0.1%	5,135 SH	Decreased-1,515 SH
JPMORGAN CHASE & CO	COM	$963K	0.2%	2,942 SH	New
MARSH & MCLENNAN COS INC	COM	$548K	0.1%Prev: 0.2%	3,290 SH	Decreased+65 SH
META PLATFORMS INC	CL A	$456K	0.1%Prev: 0.1%	810 SH	Decreased+153 SH
MICROSOFT CORP	COM	$792K	0.2%Prev: 0.2%	2,124 SH	Increased+663 SH
NETFLIX INC.	COM	$410K	0.1%	5,740 SH	New
NORTHROP GRUMMAN CORP	COM	$311K	0.1%Prev: 0.1%	610 SH	Increased
NVIDIA CORPORATION	COM	$1.2M	0.3%Prev: 0.2%	6,142 SH	Increased+1,499 SH
PHILIP MORRIS INTL INC	COM	$415K	0.1%Prev: 0.1%	2,296 SH	Decreased-54 SH
PROCTER & GAMBLE CO	COM	$979K	0.2%	6,675 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$20.4M	4.2%Prev: 4.7%	642,281 SH	Increased-86,571 SH
SELECT SECTOR SPDR TR	STATE STREET REA	$2.5M	0.5%	57,904 SH	New
SPDR INDEX SHS FDS	STATE STREET SPD	$14.8M	3.1%	294,111 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$136.4M	28.1%	2,402,603 SH	New
STRYKER CORPORATION	COM	$232K	0.0%Prev: 0.1%	736 SH	Decreased+1 SH
TESLA INC	COM	$393K	0.1%Prev: 0.1%	934 SH	Increased+39 SH
UNITED PARCEL SVCS INC	CL B	$1.6M	0.3%	14,665 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$2.7M	0.5%Prev: 0.7%	34,727 SH	Decreased-4,559 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.4M	0.3%Prev: 0.3%	17,808 SH	Increased+340 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$461K	0.1%Prev: 0.1%	9,520 SH	Decreased-49 SH
VANGUARD INDEX FDS	GROWTH ETF	$1.5M	0.3%Prev: 0.3%	17,775 SH	Increased+15,083 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$265K	0.1%Prev: 0.1%	769 SH	Increased-140 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$927K	0.2%Prev: 0.3%	3,025 SH	Decreased-893 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$369K	0.1%Prev: 0.1%	1,870 SH	Decreased-1,005 SH
VANGUARD INDEX FDS	MID CAP ETF	$6.8M	1.4%Prev: 2.1%	84,260 SH	Decreased+52,911 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$1.7M	0.3%Prev: 1.0%	17,388 SH	Decreased-27,638 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$9.6M	2.0%Prev: 2.1%	13,938 SH	Increased-1,092 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$35.6M	7.3%Prev: 0.2%	146,704 SH	Increased+142,885 SH
VANGUARD INDEX FDS	SMALL CP ETF	$9.1M	1.9%Prev: 2.1%	29,961 SH	Increased-6,711 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$653K	0.1%Prev: 0.1%	1,786 SH	Increased-374 SH
VANGUARD INDEX FDS	VALUE ETF	$639K	0.1%Prev: 0.1%	2,931 SH	Increased-301 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$454K	0.1%Prev: 0.1%	5,419 SH	Increased-22 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$919K	0.2%Prev: 0.2%	15,403 SH	Decreased-4,826 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$397K	0.1%Prev: 0.1%	2,531 SH	Increased+352 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$244K	0.1%Prev: 0.1%	4,145 SH	Decreased-563 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$241K	0.0%	4,146 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$7.0M	1.4%Prev: 1.5%	29,556 SH	Increased-1,375 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$11.2M	2.3%Prev: 2.4%	157,105 SH	Increased-18,949 SH
VERTIV HOLDINGS CO	COM CL A	$236K	0.0%	705 SH	New
WALMART INC	COM	$396K	0.1%Prev: 0.1%	3,498 SH	Decreased-788 SH
WELLS FARGO & CO	COM	$221K	0.0%	2,674 SH	New

Sold (vs prior filing)

CITIGROUP INC — $206K
GOLDMAN SACHS ETF TR — $339K
JPMORGAN CHASE & CO. — $863K
NETFLIX INC — $799K
PPG INDS INC — $1.4M
PROCTER AND GAMBLE CO — $1.9M
QUALCOMM INC — $272K
SELECT SECTOR SPDR TR — $20.0M
SPDR INDEX SHS FDS — $36.7M
SPDR INDEX SHS FDS — $831K
SPDR SER TR — $1.1M
SPDR SER TR — $1.2M
SPDR SER TR — $22.4M
SPDR SER TR — $36.3M
SPDR SER TR — $35.2M
SPDR SER TR — $9.5M
SPDR SER TR — $8.7M
SPDR SER TR — $4.4M
SPDR SER TR — $5.0M
SPDR SER TR — $4.3M
… and 4 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