StockDriftsStockDriftsTop 50 Waller Financial Planning Group INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 17.56% | 113.0K | $86.5M | +3.20%(+3.51K) | $496.48(+55.09%) | 2026-09-30 | |
| SPYG | SPDR SERIES TRUST | 9.35% | 374.2K | $46.1M | +6.06%(+21.38K) | $93.73(+29.45%) | 2026-09-30 | |
| EFV | ISHARES TR | 8.82% | 549.2K | $43.5M | +5.64%(+29.32K) | $66.48(+18.29%) | 2026-09-30 | |
| SPYV | SPDR SERIES TRUST | 7.62% | 613.8K | $37.5M | +6.24%(+36.06K) | $51.67(+21.90%) | 2026-09-30 | |
| VBR | VANGUARD INDEX FDS | 7.23% | 154.2K | $35.6M | +5.09%(+7.47K) | $210.25(+12.02%) | 2026-09-30 | |
| EFG | ISHARES TR | 5.69% | 233.9K | $28.0M | +6.33%(+13.92K) | $107.17(+10.49%) | 2026-09-30 | |
| IGEB | ISHARES TR | 5.24% | 603.3K | $25.8M | -3.37%(-21.01K) | $44.43(-3.15%) | 2026-09-30 | |
| SPAB | SPDR SERIES TRUST | 4.6% | 929.8K | $22.7M | -3.22%(-30.90K) | $28.26(-13.30%) | 2026-09-30 | |
| SCHD | SCHWAB STRATEGIC TR | 4.2% | 635.9K | $20.7M | -1.00%(-6.40K) | $25.92(+32.09%) | 2026-09-30 | |
| SPDW | SPDR INDEX SHS FDS | 2.81% | 276.0K | $13.9M | -0.27%(-750) | $28.87(+70.60%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.58% | +42.70% | +4.58% | +25.09% |
| Top 20 Holdings Unweighted | +13.88% | +47.69% | +5.48% | +30.56% |
Waller Financial Planning Group INC reports $492.64M in US-listed equity holdings across 78 positions in its most recent 13F filing. Its largest disclosed positions are IVV (17.6%), SPYG (9.3%) and EFV (8.8%). The top 20 holdings account for 90.26% of reported assets. Its disclosed equity book has returned +42.70% on a three-year cumulative basis. 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 Waller Financial Planning Group INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1736079). View Waller Financial Planning Group INC’s 13F filings on SEC