Waller Financial Planning Group, Inc - Q42025 Holdings

Waller Financial Planning Group, Inc holds 75 stocks with a total portfolio value of $ 450.35M as of Q42025. In Q42025, Waller Financial Planning Group, Inc added 7 new positions, increased stakes in 23 stocks, reduced 38 holdings, and fully exited 3 positions. The largest holding is Ishares Tr (IVV), representing 16.13% of the total portfolio.