Waller Financial Planning Group, Inc - Q22026 Holdings

Waller Financial Planning Group, Inc holds 78 stocks with a total portfolio value of $ 485.63M as of Q22026. In Q22026, Waller Financial Planning Group, Inc added 8 new positions, increased stakes in 29 stocks, reduced 34 holdings, and fully exited 3 positions. The largest holding is Ishares Tr (IVV), representing 16.88% of the total portfolio.