Waller Financial Planning Group, Inc - Q12026 Holdings

Waller Financial Planning Group, Inc holds 73 stocks with a total portfolio value of $ 453.08M as of Q12026. In Q12026, Waller Financial Planning Group, Inc added 3 new positions, increased stakes in 36 stocks, reduced 25 holdings, and fully exited 5 positions. The largest holding is Ishares Tr (IVV), representing 15.70% of the total portfolio.