WALLER FINANCIAL PLANNING GROUP, INC
Q2 2026 13F Holdings
- Locationcolumbus, OH
- Num holdings
78
- Value ($000)
$485,629
- Date Filed 07/07/2026
- Form type13F-HR
- CIK 0001736079
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $81.99M | 17 % | 109,476 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A409 | $41.98M | 9 % | 352,803 | ||
ISHARES TR | EAFE VALUE ETF | 464288877 | $39.8M | 8 % | 519,921 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $35.65M | 7 % | 146,704 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A508 | $35.12M | 7 % | 577,788 | ||
ISHARES TR | INVESTMENT GRADE | 46435G219 | $28.16M | 6 % | 624,286 | ||
ISHARES TR | EAFE GRWTH ETF | 464288885 | $27.37M | 6 % | 219,957 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A649 | $24.52M | 5 % | 960,721 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $20.37M | 4 % | 642,281 | ||
SPDR INDEX SHS FDS | STATE STREET SPD | 78463X889 | $13.95M | 3 % | 276,793 |
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