Mallini Complete Financial Planning LLC (CIK: 0002049540) is a financial institution headquartered at 2631 Nw 41St Street, Suite E-2, Gainesville, Florida 32606. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-09-30), the institution manages a portfolio valued at $142.67 M, comprising 72 distinct securities. Over its filing history, it has submitted 8 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q3 2026 — Top-10 concentration: 84.5%. Quarterly turnover: 3.9%. ▲ 6 new, +31 added, −10 reduced, ×4 exited.

Top Buys

Q3 2026

1. VCRM Vanguard Core Tax-Exempt Bond Etf

+$2.78 M

2. CRD.A Crawford & Company

+$1.63 M

3. VCRB Vanguard Core Bond Etf

+$1.04 M

4. SPLG Spdr Portfolio S&P 500 Etf

+$1.02 M

5. MSFT Microsoft Corporation

+$532,903

Top Sells

Q3 2026

1. VTEB Vanguard Tax-Exempt Bond Etf

−$2.38 M

2. VTI Vanguard Total Stock Market Etf

−$1.76 M

3. BND Vanguard Total Bond Market Etf

−$310,300

4. XAR Spdr S&P Aerospace & Defense Etf

−$221,326

5. DUK Duke Energy Corporation

−$212,910

Stocks/ETFs

+1.86%

$139.55 M 97.81%

Options

$0 0.00%

Debt

+211.02%

$857,066 0.60%

Other

-21.92%

$2.27 M 1.59%

Name	Shares	Market Value	Weight	Change	Activity
Vanguard Total Stock Market Etf ETF-VTI	125,151	$46.84 M	32.83%	▼ 4,696	Reduce -3.6%
Vanguard Core Bond Etf ETF-VCRB	384,501	$28.31 M	19.84%	▲ 14,177	Add 3.8%
Vanguard Total International Stock Etf ETF-VXUS	199,512	$16.95 M	11.88%	▲ 2,037	Add 1.0%
Vanguard Core Tax-Exempt Bond Etf ETF-VCRM	170,666	$12.21 M	8.56%	▲ 38,890	Add 29.5%
Vanguard Esg Us Stock Etf ETF-ESGV	29,024	$3.93 M	2.76%	▼ 130	Reduce -0.5%
Ishares Esg Aware Us Aggregate Bond Etf ETF-EAGG	66,590	$3.01 M	2.11%	▲ 1,896	Add 2.9%
Usa Compression Partners USAC	92,060	$2.29 M	1.60%	▼ 3,470	Reduce -3.6%
Crawford & Company CRD.A	130,687	$1.63 M	1.14%	▲ 130,687	New Buy
Vanguard S&P 500 Etf ETF-VOO	2,086	$1.46 M	1.02%	▲ 1	Add 0.1%
Apple AAPL	3,812	$1.27 M	0.89%	▲ 1,027	Add 36.9%

View Full List

Mallini Complete Financial Planning LLC's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Mallini Complete Financial Planning LLC each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 8 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Mallini Complete Financial Planning LLC Quarterly 13F Statistics

Discover detailed insights into Mallini Complete Financial Planning LLC’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

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Mallini Complete Financial Planning LLC's All 13F Filings

This section lists all SEC Form 13F filings submitted by Mallini Complete Financial Planning LLC.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Mallini Complete Financial Planning LLC 13F Filings, Portfolio & Analysis

Mallini Complete Financial Planning LLC — Portfolio Overview & Company Profile

Portfolio Summary (Q3 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q3 2026)

Historical Portfolio Charts

Mallini Complete Financial Planning LLC's Portfolio

Mallini Complete Financial Planning LLC Quarterly 13F Statistics

Mallini Complete Financial Planning LLC's All 13F Filings

Insider Trading Activity (SEC Form 4)