WALLER FINANCIAL PLANNING GROUP, INC
All 13F Filings
- Location
- Columbus, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 485,629
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/7/2026 | 78 | 485,629 | 13F-HR | WALLER FINANCIAL PLANNING GROUP, INC |
| Q1 2026 | 4/3/2026 | 74 | 453,085 | 13F-HR | WALLER FINANCIAL PLANNING GROUP, INC |
| Q4 2025 | 1/13/2026 | 75 | 450,351 | 13F-HR | WALLER FINANCIAL PLANNING GROUP, INC |
| Q3 2025 | 10/9/2025 | 71 | 435,819 | 13F-HR | WALLER FINANCIAL PLANNING GROUP, INC |
| Q2 2025 | 7/2/2025 | 71 | 413,705 | 13F-HR | WALLER FINANCIAL PLANNING GROUP, INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 22.4 K | 4.6% | 4.25 K | 0 | 4.25 K |
| ETFs | 459.8 K | 94.7% | 28.21 K | 0 | 28.21 K |
| Debt | 3.42 K | 0.7% | 92 | 0 | 92 |
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Fund Snapshot
Q2 2026
Latest filed
7/7/2026
Total value ($000)
485,629
Holdings
78
QoQ value change ($000)
32,544
(7.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.