WALLER FINANCIAL PLANNING GROUP, INC

Q4 2025 13F-HR Holdings

Location
Columbus, OH
Holdings as of
12/31/2025
Date filed
1/13/2026
Form type
13F-HR
Num holdings
75
Total value ($000)
$450,351
Net value change ($000)
+14,532 (3.3%)
New positions
7
Sold out positions
3
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/9/2025 Next filing: 4/3/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VBR 30,392 3822.9%
SPYG 27,024 253.5%
EFV 26,790 399.3%
SPYV 22,948 243.7%
IVV 19,372 36.4%
EFG 16,755 282.6%
IGEB 3,133 13.4%
GAM 1,149 NEW
SPAB 735 3.2%
AAPL 301 6.2%
Top Reduces (Value $000, Stocks/ETFs)
SPSM -27,857 -71.6%
SPMD -27,384 -70.4%
SPDW -25,424 -66.6%
OMFL -22,704 -63.0%
XLRE -15,401 -74.5%
SLYV -2,802 -52.1%
MDYV -2,623 -49.4%
SLYG -2,422 -51.6%
MDYG -2,379 -50.2%
VO -1,073 -11.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type