Arkolith/Funds/Waller Financial Planning Group, Inc

Waller Financial Planning Group, Inc

CIK 1736079Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 7, 2026·~7-day 13F lag·13F-HR
Active Filer

Waller Financial Planning Group, Inc holds a focused book of 78 reported positions worth $485.6M as of Q2 2026 (disclosed Jul 7, 2026, a ~7-day 13F lag). This quarter they opened Alphabet Inc-CL A and trimmed SS SPDR P S&P 500 Growth ETF. Their largest long position is Ishares Core S&P 500 ETF at 17% of the reported non-option book. Cloning the disclosed picks since 2024 would be +25% (+12.2%/yr). That is a simulation of the disclosed long book, not audited returns.

Waller Financial Planning Group, Inc is a wealth platform: this book aggregates client accounts across many advisers.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+24.9%
+12.2%/yr · since Oct '24
Their reported book
+21.6%
held from quarter-end
S&P 500
+37.8%
same window
$9K$10K$11K$13K$14KOct '24Feb '25Jul '25Dec '25Apr '26Sep '26
Waller Financial Planning Group, Inc (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 3.3 points over this window.

Growth of $10,000 cloning Waller Financial Planning Group, Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~7 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
48%
Top 10 holdings
72%
Top 20 holdings
90%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

4% mapped to company sectors

ETFs / funds
96%
Information Technology
2%
Consumer Discretionary
1%

+8 sectors below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Waller Financial Planning Group, Inc

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 78$2.9B
Donor Advised Charitable Giving, Inc.9 / 78$4.5B
Hoffman, Alan N Investment Management9 / 78$161.7M
Swiss Re Ltd30 / 78$1.0B
Prospect Hill Management, LLC8 / 78$240.2M
Greenbrier Partners Capital Management, LLC8 / 78$1.2B
Draper Asset Management, LLC9 / 78$171.5M
Nicholas Hoffman & Company, LLC.46 / 78$4.0B

Ranked by the share of each fund's own book sitting in the names it shares with Waller Financial Planning Group, Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

78 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$82.0M109.5K
16.9%
+0.5%
Added · +569 sh
2SPDR Series Trust
STATE STREET SPD
$42.0M352.8K
8.6%
−8.3%
Reduced · −32K sh
3Ishares TR
EAFE VALUE ETF
$39.8M519.9K
8.2%
+1.7%
Added · +9K sh
4Vanguard Index FDS
SM CP VAL ETF
$35.6M146.7K
7.3%
−6.7%
Reduced · −11K sh
5SPDR Series Trust
STATE STREET SPD
$35.1M577.8K
7.2%
−3.0%
Reduced · −18K sh
6Ishares TR
INVESTMENT GRADE
$28.2M624.3K
5.8%
+1.9%
Added · +12K sh
7Ishares TR
EAFE GRWTH ETF
$27.4M220.0K
5.6%
+2.0%
Added · +4K sh
8SPDR Series Trust
STATE STREET SPD
$24.5M960.7K
5.0%
−0.5%
Reduced · −5K sh
9Schwab Strategic TR
US DIVIDEND EQ
$20.4M642.3K
4.2%
−14%
Reduced · −102K sh
10SPDR Index SHS FDS
STATE STREET SPD
$13.9M276.8K
2.9%
−1.6%
Reduced · −4K sh
11Invesco Exch TRD SLF Idx FD
RUSL 1000 DYNM
$12.5M182.0K
2.6%
−7.3%
Reduced · −14K sh
12SPDR Series Trust
STATE STREET SPD
$12.1M210.4K
2.5%
−5.3%
Reduced · −12K sh
13Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$11.2M157.1K
2.3%
−1.5%
Reduced · −2K sh
14SPDR Series Trust
STATE STREET SPD
$10.2M151.4K
2.1%
−10%
Reduced · −18K sh
15Vanguard Index FDS
S&P 500 ETF SHS
$9.6M13.9K
2.0%
−2.3%
Reduced · −331 sh
16Vanguard Index FDS
SMALL CP ETF
$9.1M30.0K
1.9%
−4.8%
Reduced · −1K sh
17Vanguard Specialized Funds
DIV APP ETF
$7.0M29.6K
1.4%
−0.4%
Reduced · −114 sh
18Vanguard Index FDS
MID CAP ETF
$6.8M84.3K
1.4%
+273%
Added · +62K sh
19Apple Inc
COM
$5.6M19.2K
1.1%
+1.3%
Added · +254 sh
20Ishares TR
NATIONAL MUN ETF
$2.9M27.2K
0.6%
+1.0%
Added · +278 sh
21SPDR Series Trust
STATE STREET SPD
$2.7M25.1K
0.6%
−4.1%
Reduced · −1K sh
22Vanguard BD Index FDS
INTERMED TERM
$2.7M34.7K
0.5%
−3.5%
Reduced · −1K sh
23SPDR Series Trust
STATE STREET SPD
$2.6M21.6K
0.5%
−6.7%
Reduced · −2K sh
24Select Sector SPDR TR
STATE STREET REA
$2.5M57.9K
0.5%
−24%
Reduced · −18K sh
25SPDR Series Trust
STATE STREET SPD
$2.3M24.7K
0.5%
−6.4%
Reduced · −2K sh
26SPDR Series Trust
STATE STREET SPD
$2.2M19.2K
0.4%
−6.9%
Reduced · −1K sh
27Ishares TR
FLTG RATE NT ETF
$2.0M39.8K
0.4%
+2.5%
Added · +986 sh
28Amazon Com Inc
COM
$1.7M7.2K
0.4%
+19%
Added · +1K sh
29Vanguard Index FDS
REAL ESTATE ETF
$1.7M17.4K
0.3%
−26%
Reduced · −6K sh
30United Parcel Svcs Inc
CL B
$1.6M14.7K
0.3%
+7.1%
Added · +969 sh
31Vanguard Index FDS
GROWTH ETF
$1.5M17.8K
0.3%
+462%
Added · +15K sh
32Vanguard BD Index FDS
SHORT TRM BOND
$1.4M17.8K
0.3%
+3.5%
Added · +602 sh
33SPDR Series Trust
STATE STREET SPD
$1.4M15.3K
0.3%
−3.6%
Reduced · −569 sh
34General Amern Invs Co Inc
COM
$1.2M19.6K
0.3%
Held
35SPDR Series Trust
STATE STREET SPD
$1.2M43.6K
0.3%
+4.3%
Added · +2K sh
36Nvidia Corporation
COM
$1.2M6.1K
0.3%
+15%
Added · +797 sh
37Invesco QQQ TR
UNIT SER 1
$1.1M1.5K
0.2%
+33%
Added · +379 sh
38Procter & Gamble Co
COM
$979K6.7K
0.2%
−6.7%
Reduced · −481 sh
39JPMorgan Chase & Co
COM
$963K2.9K
0.2%
+9.6%
Added · +257 sh
40Vanguard Index FDS
MCAP GR IDXVIP
$927K3.0K
0.2%
−4.7%
Reduced · −150 sh
41Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$919K15.4K
0.2%
Held
42SPDR Index SHS FDS
STATE STREET SPD
$897K17.3K
0.2%
−2.3%
Reduced · −400 sh
43Microsoft Corp
COM
$792K2.1K
0.2%
+18%
Added · +321 sh
44Vanguard Index FDS
SML CP GRW ETF
$653K1.8K
0.1%
−9.6%
Reduced · −189 sh
45Alphabet Inc
CAP STK CL A
$653K1.8K
0.1%
New
New position
46Broadcom Inc
COM
$648K1.7K
0.1%
+80%
Added · +762 sh
47Vanguard Index FDS
VALUE ETF
$639K2.9K
0.1%
−5.5%
Reduced · −170 sh
48Marsh & McLennan Cos Inc
COM
$548K3.3K
0.1%
+0.6%
Added · +18 sh
49Exxon Mobil Corp
COM
$509K3.7K
0.1%
+5.3%
Added · +186 sh
50Vanguard Charlotte FDS
TOTAL INT BD ETF
$461K9.5K
0.1%
+1.8%
Added · +169 sh
Showing 50 of 78 positions
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Filing history

As-of date vs the date the SEC received each filing

$485.6M · Q2 2026Q3 2024 · $403.3MQ2 2026 · $485.6M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 7, 20267d78$485.6M13F-HR
Q1 2026Mar 31, 2026Apr 3, 20263d74$453.1M13F-HR
Q4 2025Dec 31, 2025Jan 13, 202613d75$450.4M13F-HR
Q3 2025Sep 30, 2025Oct 9, 20259d71$435.8M13F-HR
Q2 2025Jun 30, 2025Jul 2, 20252d71$413.7M13F-HR
Q1 2025Mar 31, 2025Apr 2, 20252d72$356.0M13F-HR
Q4 2024Dec 31, 2024Jan 3, 20253d69$396.8M13F-HR
Q3 2024Sep 30, 2024Oct 2, 20242d68$403.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.