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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
Page 4 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DVY ISHARES TR 2,139.0 $334K 0.07% $156.30 +5.3%
62 LLY ELI LILLY & CO Healthcare 278.0 $334K 0.07% NEW $1201.18 +3.9%
63 INTU INTUIT Technology 1,272.0 $332K 0.07% $261.05 +41.7%
64 GOOG ALPHABET INC 896.0 $316K 0.07% +13.0 +1.5% $353.21
65 NOC NORTHROP GRUMMAN CORP Industrials 610.0 $311K 0.06% $509.31 +7.8%
66 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 330.0 $308K 0.06% NEW $934.05 +4.0%
67 JEPI J P MORGAN EXCHANGE TRADED F 5,135.0 $290K 0.06% -7K -59.1% $56.48 +2.9%
68 VV VANGUARD INDEX FDS 769.0 $265K 0.05% $343.96 +2.2%
69 KO COCA COLA CO Consumer Defensive 3,015.0 $245K 0.05% -245.0 -7.5% $81.27 +13.2%
70 VGIT VANGUARD SCOTTSDALE FDS 4,145.0 $244K 0.05% -581.0 -12.3% $58.98 -1.0%
71 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 2,711.0 $244K 0.05% NEW $90.01 +24.8%
72 BERKSHIRE HATHAWAY INC DEL 483.0 $242K 0.05% -225.0 -31.8% $500.39
73 VGSH VANGUARD SCOTTSDALE FDS 4,146.0 $241K 0.05% NEW $58.20 -0.1%
74 VRT VERTIV HOLDINGS CO Industrials 705.0 $236K 0.05% NEW $334.82 -23.8%
75 ADSK AUTODESK INC Technology 1,205.0 $234K 0.05% NEW $194.42 +30.9%
76 SYK STRYKER CORPORATION Healthcare 736.0 $232K 0.05% $314.76 +4.1%
77 WFC WELLS FARGO & CO Financial Services 2,674.0 $221K 0.05% $82.63 +2.5%
78 FDX FEDEX CORP Industrials 696.0 $218K 0.04% $312.95 +6.7%
Page 4 of 4  ·  78 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%