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Mallini Complete Financial Planning - Q1 2026 13F Filings

MA

Mallini Complete Financial Planning LLC

CIK: 0002049540
Address: Florida Gainesville 2631 Nw 41St Street Suite E-2
$126.26 M
Portfolio Value
61
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 10/06/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. BND Vanguard Total Bond Market Etf
+$1.99 M
2. VTI Vanguard Total Stock Market Etf
+$1.33 M
3. VTEB Vanguard Tax-Exempt Bond Etf
+$572,437.84
4. PFN Pimco Income Strategy Fund Ii
+$379,453
5. GCV The Gabelli Convertible And Income Securities Fund
+$238,324

Top Sells

Q1 2026
1. JEPI Jpmorgan Equity Premium Income Etf
−$290,493
2. PFF Ishares Preferred & Income Securities Etf
−$262,169
3. JPIE Jpmorgan Income Etf
−$223,349
4. ABBV Abbvie
−$208,137
5. VYM Vanguard High Dividend Yield Index Etf
−$187,680.94

Asset Allocation

Stocks/ETFs
+2.15%
$123.54 M 97.85%
Options
$0 0.00%
Debt
$0 0.00%
Other
-21.79%
$2.72 M 2.15%

Sector Allocation (Stocks)

Mallini Complete Financial Planning Q1 2026 Filing Summary

Mallini Complete Financial Planning LLC filed its 13F report for Q1 2026 on April 13, 2026. The portfolio totaled 126.26 M reflecting a +1.48% change from the prior quarter, spanning 61 assets. The top 10 holdings comprised 88.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 5 new positions and 4 complete exits.

Report Type

Status

Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Mallini Complete Financial Planning’s Q1 2026 Filing

Mallini Complete Financial Planning submitted their Form 13F-HR for the Q1 2026 period on 04/13/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Mallini Complete Financial Planning reported a managed portfolio value of 126.26 M, consisting of 61 individual positions.

This page displays the raw filing documents. To see which stocks Mallini Complete Financial Planning bought or sold during Q1 2026, please visit Mallini Complete Financial Planning's Portfolio Analysis page.