WALLER FINANCIAL PLANNING GROUP, INC

Q4 2025 13F Holdings

  • Location
    columbus, OH
  • Num holdings

    75

  • Value ($000)

    $900,702

  • Date Filed
    01/13/2026
  • Form type
    13F-HR
  • CIK
    0001736079
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$145.28M
32 %

212,110

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A409
$75.37M
17 %

706,396

E
EFV

ISHARES TR

EAFE VALUE ETF
464288877
$67M
15 %

938,238

S
SPYV

SPDR SERIES TRUST

STATE STREET SPD
78464A508
$64.73M
14 %

1,139,372

V
VBR

VANGUARD INDEX FDS

SM CP VAL ETF
922908611
$62.37M
14 %

294,508

I
IGEB

ISHARES TR

INVESTMENT GRADE
46435G219
$52.87M
12 %

1,157,928

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A649
$47.98M
11 %

1,863,256

E
EFG

ISHARES TR

EAFE GRWTH ETF
464288885
$45.37M
10 %

398,230

S
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
808524797
$38.82M
9 %

1,415,342

O
OMFL

INVESCO EXCH TRD SLF IDX FD

RUSL 1000 DYNM
46138J619
$26.62M
6 %

435,516

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