StockDriftsStockDriftsTop 50 Mallini Complete Financial Planning LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 32.83% | 125.2K | $46.8M | -3.62%(-4.70K) | $288.37(+30.23%) | 2026-09-30 | |
| VCRB | VANGUARD CORE BOND ETF | 19.84% | 384.5K | $28.3M | +3.83%(+14.18K) | $77.13(-4.04%) | 2026-09-30 | |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 11.88% | 199.5K | $17.0M | +1.03%(+2.04K) | $62.60(+33.05%) | 2026-09-30 | |
| VCRM | VANGUARD CORE TAX-EXEMPT BOND ETF | 8.56% | 170.7K | $12.2M | +29.51%(+38.89K) | $58.29(+24.44%) | 2026-09-30 | |
| ESGV | VANGUARD ESG U.S. STOCK ETF | 2.76% | 29.0K | $3.9M | -0.45%(-130) | $104.17(+29.87%) | 2026-09-30 | |
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | 2.11% | 66.6K | $3.0M | +2.93%(+1.90K) | $47.51(-4.17%) | 2026-09-30 | |
| USAC | USA COMPRESSION PARTNERS LP COM UNIT LTDPAR | 1.6% | 92.1K | $2.3M | -3.63%(-3.47K) | $23.31(+7.21%) | 2026-09-30 | |
| CRD.A | CRAWFORD & CO CL A | 1.14% | 130.7K | $1.6M | new | $11.88(+2.99%) | 2026-09-30 | |
| VOO | VANGUARD S&P 500 ETF | 1.02% | 2.1K | $1.5M | +0.05%(+1) | $533.47(+32.08%) | 2026-09-30 | |
| AAPL | APPLE INC COM | 0.89% | 3.8K | $1.3M | +36.88%(+1.03K) | $253.53(+35.27%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +14.32% |
| Top 20 Holdings Unweighted | — | — | — | — | +9.11% |
Mallini Complete Financial Planning LLC reports $142.67M in US-listed equity holdings across 72 positions in its most recent 13F filing. Its largest disclosed positions are VTI (32.8%), VCRB (19.8%) and VXUS (11.9%). The top 20 holdings account for 88.63% of reported assets. Its disclosed equity book has returned +14.32% cumulatively over 7 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mallini Complete Financial Planning LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2049540). View Mallini Complete Financial Planning LLC’s 13F filings on SEC