WALLER FINANCIAL PLANNING GROUP, INC

Q1 2026 13F-HR Holdings

Location
Columbus, OH
Holdings as of
3/31/2026
Date filed
4/3/2026
Form type
13F-HR
Num holdings
74
Total value ($000)
$453,085
Net value change ($000)
+2,734 (0.6%)
New positions
3
Sold out positions
5
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
EFV 4,515 13.5%
SCHD 3,424 17.6%
VBR 2,991 9.6%
SPYV 1,353 4.2%
EFG 1,336 5.9%
IGEB 1,158 4.4%
SPAB 747 3.1%
JEPQ 339 138.9%
JEPI 320 81.6%
SGOV 291 NEW
Top Reduces (Value $000, Stocks/ETFs)
XLRE -2,169 -41.1%
VO -1,568 -19.5%
VNQ -1,513 -42.1%
IVV -1,502 -2.1%
OMFL -1,499 -11.3%
SPMD -1,487 -12.9%
PPG -1,308 -100.0%
MDYV -442 -16.5%
MDYG -383 -16.2%
AAPL -318 -6.2%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 10 (0.0% of total reported value)
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type