Waller Financial Planning Group, INC (CIK: 0001736079) is a financial institution headquartered at 941 Chatham Lane, Suite 212, Columbus, Ohio 43221. 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 (2026-03-31), the institution manages a portfolio valued at $453.08 M, comprising 74 distinct securities. Over its filing history, it has submitted 30 Form 13F reports.

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

Q1 2026 — Top-10 concentration: 72.1%. Quarterly turnover: 3.1%. ▲ 3 new, +36 added, −25 reduced, ×5 exited.

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

Stocks/ETFs

+0.60%

$453.07 M 100.00%

Options

+100.00%

$10,339 0.00%

Debt

$0 0.00%

Other

$0 0.00%

Name	Shares	Market Value	Weight	Change	Activity
Ishares Core S&P 500 Etf ETF-IVV	108,907	$71.14 M	15.70%	▲ 2,852	Add 2.7%
Ishares Msci Eafe Value Etf ETF-EFV	511,303	$38.02 M	8.39%	▲ 42,184	Add 9.0%
Spdr Portfolio S&P 500 Growth Etf ETF-SPYG	384,599	$37.66 M	8.31%	▲ 31,401	Add 8.9%
Vanguard Small Cap Value Etf ETF-VBR	157,323	$34.18 M	7.54%	▲ 10,069	Add 6.8%
Spdr Portfolio S&P 500 Value Etf ETF-SPYV	595,915	$33.72 M	7.44%	▲ 26,229	Add 4.6%
Ishares Investment Grade Systematic Bond Etf ETF-IGEB	612,366	$27.59 M	6.09%	▲ 33,402	Add 5.8%
Spdr Portfolio Aggregate Bond Etf ETF-SPAB	965,511	$24.74 M	5.46%	▲ 33,883	Add 3.6%
Ishares Msci Eafe Growth Etf ETF-EFG	215,672	$24.02 M	5.30%	▲ 16,557	Add 8.3%
Schwab Us Dividend Equity Etf ETF-SCHD	744,302	$22.84 M	5.04%	▲ 36,631	Add 5.2%
Spdr Portfolio Developed World Ex-Us Etf ETF-SPDW	281,244	$12.84 M	2.83%	▼ 5,911	Reduce -2.1%

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Waller Financial Planning Group, INC's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Waller Financial Planning Group, INC 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 30 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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Name	Shares	Value	% of Portfolio	% Change
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Waller Financial Planning Group, INC Quarterly 13F Statistics

Discover detailed insights into Waller Financial Planning Group, INC’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.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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Waller Financial Planning Group, INC's All 13F Filings

This section lists all SEC Form 13F filings submitted by Waller Financial Planning Group, INC.

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.

Waller Financial Planning Group, INC 13F Filings, Portfolio & Analysis

Waller Financial Planning Group, INC — Portfolio Overview & Company Profile

Portfolio Summary (Q1 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q1 2026)

Historical Portfolio Charts

Waller Financial Planning Group, INC's Portfolio

Waller Financial Planning Group, INC Quarterly 13F Statistics

Waller Financial Planning Group, INC's All 13F Filings

Insider Trading Activity (SEC Form 4)