Institutional Fund
Mallini Complete Financial Planning LLC
Gainesville, FLCIK 20495405 filings on record
Portfolio Value
$115.88M
Q1 2026
Holdings
34
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+2.9%
from $112.66M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds37.1%
- Vanguard Bd Index Fds21.9%
- Vanguard Star Fds13.3%
- Vanguard Mun Bd Fds11.1%
- Vanguard World Fd2.8%
- Ishares Tr2.6%
- Other11.1%
Portfolio Holdings
34 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 133.9K | $42.96M | 37.1% | +4.2K | Added |
| 2 | Vanguard Bd Index Fds | 345.2K | $25.42M | 21.9% | +27.0K | Added |
| 3 | Vanguard Star Fds | 200.6K | $15.47M | 13.3% | +2.7K | Added |
| 4 | Vanguard Mun Bd Fds | 256.8K | $12.81M | 11.1% | +11.5K | Added |
| 5 | Vanguard World Fd | 29.4K | $3.30M | 2.8% | +1.9K | Added |
| 6 | Ishares Tr | 63.9K | $3.04M | 2.6% | +4.8K | Added |
| 7 | USA Compression Partners LP | 94.5K | $2.56M | 2.2% | +679 | Added |
| 8 | Vanguard World Fd | 15.4K | $1.11M | 1.0% | +591 | Added |
| 9 | J P Morgan Exchange Traded F | 15.0K | $764.5K | 0.7% | +93 | Added |
| 10 | Pimco ETF Tr | 14.1K | $735.9K | 0.6% | 0 | Held |
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