WALLER FINANCIAL PLANNING GROUP, INC
Q3 2025 13F Holdings
- Locationcolumbus, OH
- Num holdings
71
- Value ($000)
$435,819
- Date Filed10/09/2025
- Form type13F-HR
- CIK0001736079
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $53.27 M | 12 % | 79,589 | ||
KRE SPDR SERIES TRUST | PORTFOLIO S&P600 | 78468R853 | $38.88 M | 9 % | 839,407 | ||
SPMD SPDR SERIES TRUST | PORTFOLIO S&P400 | 78464A847 | $38.88 M | 9 % | 679,846 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $38.18 M | 9 % | 892,195 | ||
OMFL INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | 46138J619 | $36.02 M | 8 % | 597,670 | ||
IGEB ISHARES TR | INVESTMENT GRADE | 46435G219 | $23.30 M | 5 % | 506,071 | ||
KRE SPDR SERIES TRUST | PORTFOLIO AGRGTE | 78464A649 | $23.25 M | 5 % | 899,592 | ||
XLRE SELECT SECTOR SPDR TR | RL EST SEL SEC | 81369Y860 | $20.68 M | 5 % | 490,922 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $20.02 M | 5 % | 733,480 | ||
KRE SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | $10.66 M | 2 % | 102,017 |
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