Waller Financial Planning Group, Inc - Q32026 Holdings

Waller Financial Planning Group, Inc holds 78 stocks with a total portfolio value of $ 492.64M as of Q32026. In Q32026, Waller Financial Planning Group, Inc added 3 new positions, increased stakes in 21 stocks, reduced 38 holdings, and fully exited 3 positions. The largest holding is Ishares Tr (IVV), representing 17.56% of the total portfolio.