WALLER FINANCIAL PLANNING GROUP, INC

Q3 2026 13F-HR Holdings

Location
Columbus, OH
Holdings as of
9/30/2026
Date filed
10/7/2026
Form type
13F-HR
Num holdings
80
Total value ($000)
$492,637
Net value change ($000)
+7,008 (1.4%)
New positions
3
Sold out positions
3
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 4,543 5.5%
SPYG 4,075 9.7%
EFV 3,667 9.2%
SPYV 2,400 6.8%
AAPL 1,524 27.4%
EFG 658 2.4%
EXXONMOBIL HOLDINGS CORP 607 NEW
NVDA 553 45.0%
SCHD 318 1.6%
BRK-B 263 108.7%
Top Reduces (Value $000, Stocks/ETFs)
IGEB -2,348 -8.3%
SPAB -1,868 -7.6%
SPSM -1,461 -12.0%
SPMD -1,324 -12.9%
XLRE -688 -27.0%
BIV -581 -21.8%
VB -558 -6.1%
XOM -509 -100.0%
VO -473 -7.0%
SLYG -270 -10.5%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type