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Waller Financial Planning Group - Q1 2026 13F Filings

WA

Waller Financial Planning Group, INC

CIK: 0001736079
Address: Ohio Columbus 941 Chatham Lane Suite 212
$453.08 M
Portfolio Value
74
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 04/03/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. EFV Ishares Msci Eafe Value Etf
+$3.14 M
2. SPYG Spdr Portfolio S&P 500 Growth Etf
+$3.07 M
3. VBR Vanguard Small Cap Value Etf
+$2.19 M
4. IVV Ishares Core S&P 500 Etf
+$1.86 M
5. EFG Ishares Msci Eafe Growth Etf
+$1.84 M

Top Sells

Q1 2026
1. XLRE Real Estate Select Sector Spdr Fund
−$2.23 M
2. SPMD Spdr Portfolio S&P 400 Mid Cap Etf
−$1.75 M
3. VNQ Vanguard Real Estate Etf
−$1.52 M
4. VO Vanguard Mid-Cap Etf
−$1.48 M
5. PPG Ppg Industries
−$1.31 M

Asset Allocation

Stocks/ETFs
+0.60%
$453.07 M 100.00%
Options
+100.00%
$10,339 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Waller Financial Planning Group Q1 2026 Filing Summary

Waller Financial Planning Group, INC filed its 13F report for Q1 2026 on April 03, 2026. The portfolio totaled 453.08 M reflecting a +0.61% change from the prior quarter, spanning 74 assets. The top 10 holdings comprised 72.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 3 new positions and 5 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Waller Financial Planning Group’s Q1 2026 Filing

Waller Financial Planning Group submitted their Form 13F-HR for the Q1 2026 period on 04/03/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Waller Financial Planning Group reported a managed portfolio value of 453.08 M, consisting of 74 individual positions.

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