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: $492.6M78 positionsView on SEC.gov

			% of Portfolio
ABERCROMBIE & FITCH CO	CL A	$218K	0.0%	1,817 SH	New
ALPHABET INC	CAP STK CL A	$625K	0.1%	1,817 SH	New
ALPHABET INC	CAP STK CL C	$306K	0.1%	897 SH	New
AMAZON COM INC	COM	$1.8M	0.4%Prev: 0.3%	7,271 SH	Increased+1,002 SH
APPLE INC	COM	$7.1M	1.4%Prev: 1.1%	21,248 SH	Increased+2,311 SH
AUTODESK INC	COM	$207K	0.0%	989 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$505K	0.1%Prev: 0.1%	1,015 SH	Increased+209 SH
BROADCOM INC	COM	$600K	0.1%Prev: 0.1%	1,707 SH	Increased+497 SH
COCA COLA CO	COM	$260K	0.1%Prev: 0.0%	3,015 SH	Increased-245 SH
COSTCO WHOLESALE CORPORATION	COM	$298K	0.1%	328 SH	New
ELI LILLY & CO	COM	$296K	0.1%	255 SH	New
EXXONMOBIL HOLDINGS CORP	COM SHS	$607K	0.1%	3,828 SH	New
GENERAL AMERN INVS CO INC	COM	$1.2M	0.3%	19,563 SH	New
INTEL CORP	COM	$380K	0.1%	3,161 SH	New
INTUIT	COM	$351K	0.1%Prev: 0.2%	1,272 SH	Decreased
INVESCO EXCH TRD SLF IDX FD	RUSL 1000 DYNM	$12.4M	2.5%Prev: 8.3%	178,004 SH	Decreased-419,666 SH
INVESCO QQQ TR	UNIT SER 1	$1.1M	0.2%Prev: 0.2%	1,516 SH	Increased+174 SH
ISHARES TR	CORE S&P500 ETF	$86.5M	17.6%Prev: 12.2%	112,983 SH	Increased+33,394 SH
ISHARES TR	EAFE GRWTH ETF	$28.0M	5.7%Prev: 1.4%	233,873 SH	Increased+181,822 SH
ISHARES TR	EAFE VALUE ETF	$43.5M	8.8%Prev: 1.5%	549,236 SH	Increased+450,311 SH
ISHARES TR	FLTG RATE NT ETF	$1.9M	0.4%Prev: 0.4%	37,520 SH	Increased+604 SH
ISHARES TR	INVT GRAD SY ETF	$25.8M	5.2%	603,278 SH	New
ISHARES TR	NATIONAL MUN ETF	$2.9M	0.6%Prev: 0.6%	28,710 SH	Increased+2,637 SH
ISHARES TR	S&P 100 ETF	$206K	0.0%	540 SH	New
ISHARES TR	SELECT DIVID ETF	$325K	0.1%	2,139 SH	New
ISHARES TR	SHRT NAT MUN ETF	$360K	0.1%Prev: 0.1%	3,443 SH	Decreased-526 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$289K	0.1%Prev: 0.1%	5,135 SH	Decreased-2,515 SH
JOHNSON & JOHNSON	COM	$203K	0.0%	768 SH	New
JPMORGAN CHASE & CO	COM	$959K	0.2%	2,898 SH	New
MARSH & MCLENNAN COS INC	COM	$565K	0.1%Prev: 0.1%	3,307 SH	Decreased+68 SH
META PLATFORMS INC	CL A	$570K	0.1%Prev: 0.1%	786 SH	Increased+129 SH
MICROSOFT CORP	COM	$1.0M	0.2%Prev: 0.2%	1,976 SH	Increased+506 SH
NETFLIX INC.	COM	$418K	0.1%	6,001 SH	New
NORTHROP GRUMMAN CORP	COM	$293K	0.1%Prev: 0.1%	607 SH	Decreased-3 SH
NVIDIA CORPORATION	COM	$1.8M	0.4%Prev: 0.2%	7,804 SH	Increased+2,104 SH
PHILIP MORRIS INTL INC	COM	$438K	0.1%Prev: 0.1%	2,296 SH	Increased-54 SH
PROCTER & GAMBLE CO	COM	$970K	0.2%	6,675 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$20.7M	4.2%Prev: 4.6%	635,884 SH	Increased-97,596 SH
SELECT SECTOR SPDR TR	ST STR REAL ETF	$1.9M	0.4%	45,493 SH	New
SPDR INDEX SHS FDS	ST PORT MARK ETF	$905K	0.2%	17,485 SH	New
SPDR INDEX SHS FDS	ST STR PO EX ETF	$13.9M	2.8%	276,043 SH	New
SPDR SERIES TRUST	ST INTER ETF	$1.2M	0.2%	44,545 SH	New
SPDR SERIES TRUST	ST STR AGGRE ETF	$22.7M	4.6%	929,817 SH	New
SPDR SERIES TRUST	ST STR P400MID	$8.9M	1.8%	141,256 SH	New
SPDR SERIES TRUST	ST STR P500GRW	$46.1M	9.3%	374,184 SH	New
SPDR SERIES TRUST	ST STR P500VAL	$37.5M	7.6%	613,847 SH	New
SPDR SERIES TRUST	ST STR PR SP1500	$1.4M	0.3%	14,925 SH	New
SPDR SERIES TRUST	ST STR SP400GRW	$1.9M	0.4%	18,574 SH	New
SPDR SERIES TRUST	ST STR SP400VAL	$2.2M	0.4%	24,656 SH	New
SPDR SERIES TRUST	ST STR SP600 SML	$10.7M	2.2%	201,879 SH	New
SPDR SERIES TRUST	ST STR SP600GRWO	$2.3M	0.5%	21,559 SH	New
SPDR SERIES TRUST	ST STR SP600SM C	$2.6M	0.5%	24,981 SH	New
STRYKER CORPORATION	COM	$203K	0.0%Prev: 0.1%	736 SH	Decreased+1 SH
TESLA INC	COM	$333K	0.1%Prev: 0.1%	939 SH	Decreased+32 SH
UNITED PARCEL SVCS INC	CL B	$1.4M	0.3%	14,665 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$2.1M	0.4%Prev: 0.7%	28,587 SH	Decreased-9,831 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.3M	0.3%Prev: 0.3%	17,645 SH	Decreased+93 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$416K	0.1%Prev: 0.1%	8,885 SH	Decreased-350 SH
VANGUARD INDEX FDS	MRNGSTR GRWT ETF	$1.6M	0.3%	17,775 SH	New
VANGUARD INDEX FDS	MRNGSTR LRG CAP	$332K	0.1%	943 SH	New
VANGUARD INDEX FDS	MRNGSTR MD CP GR	$864K	0.2%	2,956 SH	New
VANGUARD INDEX FDS	MRNGSTR MD CP VA	$352K	0.1%	1,799 SH	New
VANGUARD INDEX FDS	MRNGSTR MID CAP	$6.3M	1.3%	80,544 SH	New
VANGUARD INDEX FDS	MRNGSTR SM CP GR	$603K	0.1%	1,786 SH	New
VANGUARD INDEX FDS	MRNGSTR SML CAP	$8.5M	1.7%	29,962 SH	New
VANGUARD INDEX FDS	MRNGSTR SML CP V	$35.6M	7.2%	154,175 SH	New
VANGUARD INDEX FDS	MRNGSTR VAL ETF	$633K	0.1%	2,931 SH	New
VANGUARD INDEX FDS	REAL ESTATE ETF	$1.5M	0.3%Prev: 1.0%	16,724 SH	Decreased-28,650 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$9.7M	2.0%Prev: 2.1%	13,877 SH	Increased-1,414 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$436K	0.1%Prev: 0.1%	5,257 SH	Increased-227 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$914K	0.2%Prev: 0.2%	15,403 SH	Decreased-3,668 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$409K	0.1%Prev: 0.1%	2,594 SH	Increased+298 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$232K	0.0%Prev: 0.1%	4,087 SH	Decreased-632 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$285K	0.1%	4,944 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$6.9M	1.4%Prev: 1.5%	29,436 SH	Increased-1,331 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$11.1M	2.2%Prev: 2.4%	156,500 SH	Increased-17,854 SH
WALMART INC	COM	$364K	0.1%Prev: 0.1%	3,498 SH	Increased+757 SH
WELLS FARGO & CO	COM	$214K	0.0%	2,674 SH	New

Sold (vs prior filing)

CITIGROUP INC — $246K
COSTCO WHSL CORP NEW — $461K
EXXON MOBIL CORP — $454K
GOLDMAN SACHS ETF TR — $280K
ISHARES TR — $23.3M
JPMORGAN CHASE & CO. — $846K
NETFLIX INC — $698K
PPG INDS INC — $1.3M
PROCTER AND GAMBLE CO — $1.1M
SELECT SECTOR SPDR TR — $20.7M
SPDR INDEX SHS FDS — $38.2M
SPDR INDEX SHS FDS — $910K
SPDR SERIES TRUST — $1.1M
SPDR SERIES TRUST — $1.3M
SPDR SERIES TRUST — $23.3M
SPDR SERIES TRUST — $38.9M
SPDR SERIES TRUST — $38.9M
SPDR SERIES TRUST — $10.7M
SPDR SERIES TRUST — $9.4M
SPDR SERIES TRUST — $4.7M
… and 15 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