Institutional Fund
Waller Financial Planning Group, Inc
Columbus, OHCIK 17360795 filings on record
Portfolio Value
$453.07M
Q1 2026
Holdings
73
Reported positions
New Buys
3
Opened this quarter
QoQ Change
+0.6%
from $450.35M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr15.7%
- Ishares Tr8.4%
- Spdr Series Trust8.3%
- Vanguard Index Fds7.5%
- Spdr Series Trust7.4%
- Ishares Invest Grd Sys6.1%
- Other46.5%
Portfolio Holdings
73 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 108.9K | $71.14M | 15.7% | +2.9K | Added |
| 2 | Ishares Tr | 511.3K | $38.02M | 8.4% | +42.2K | Added |
| 3 | Spdr Series Trust | 384.6K | $37.66M | 8.3% | +31.4K | Added |
| 4 | Vanguard Index Fds | 157.3K | $34.18M | 7.5% | +10.1K | Added |
| 5 | Spdr Series Trust | 595.9K | $33.72M | 7.4% | +26.2K | Added |
| 6 | Ishares Invest Grd Sys | 612.4K | $27.59M | 6.1% | +33.4K | Added |
| 7 | Spdr Series Trust | 965.5K | $24.74M | 5.5% | +33.9K | Added |
| 8 | Ishares Tr | 215.7K | $24.02M | 5.3% | +16.6K | Added |
| 9 | Schwab Strategic Tr | 744.3K | $22.84M | 5.0% | +36.6K | Added |
| 10 | Spdr Index Shs Fds | 281.2K | $12.84M | 2.8% | −5.9K | Reduced |
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