Portfolio (Quarterly) Guide ↗

WALLER FINANCIAL PLANNING GROUP, INC

· CIK 0001736079

13F Portfolio $486M AUM 78 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 8 New 27 Added 32 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	JEPQ	J P MORGAN EXCHANGE TRADED F	—	10,505	$583K	0.13%	SOLD
2	SGOV	ISHARES TR	—	2,890	$291K	0.06%	SOLD
3	DUK	DUKE ENERGY CORP NEW	Utilities	1,552	$203K	0.04%	SOLD
4	MSFT CALL	MICROSOFT CORP	Technology	200	$10K	0.00%	SOLD

Sector Allocation

Technology 40.2%

Financial Services 17.8%

Consumer Cyclical 10.3%

Consumer Defensive 10.2%

Industrials 10.2%

Communication Services 6.6%

Healthcare 2.5%

Energy 2.2%