Notify me when WALLER FINANCIAL PLANNING GROUP, INC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 75 | $450,351,097 | +$148,646,502 | -$138,850,984 | +$9,795,518 | IVV, SPYG, EFV, SPYV, VBR | 13F-HR | 13 Jan 2026, 13:16 |
| Q3 2025 | 71 | $435,818,631 | +$5,281,875 | -$4,780,105 | +$501,770 | IVV, SPSM, SPMD, SPDW, OMFL | 13F-HR | 09 Oct 2025, 11:43 |
| Q2 2025 | 71 | $413,704,819 | +$40,517,239 | -$3,642,016 | +$36,875,223 | IVV, SPDW, SPMD, SPSM, OMFL | 13F-HR | 02 Jul 2025, 09:43 |
| Q1 2025 | 71 | $355,964,643 | +$4,746,010 | -$37,544,318 | -$32,798,308 | IVV, SPDW, SPMD, SPSM, OMFL | 13F-HR | 02 Apr 2025, 14:48 |
| Q4 2024 | 68 | $396,789,804 | +$37,209,453 | -$21,281,735 | +$15,927,718 | IVV, SPMD, SPSM, SPDW, OMFL | 13F-HR | 03 Jan 2025, 11:31 |
| Q3 2024 | 67 | $403,311,772 | +$8,032,537 | -$2,637,315 | +$5,395,222 | SPMD, SPSM, SPDW, IVV, OMFL | 13F-HR | 02 Oct 2024, 13:16 |
| Q2 2024 | 69 | $372,186,940 | +$6,453,719 | -$4,564,461 | +$1,889,258 | SPMD, SPSM, SPDW, IVV, OMFL | 13F-HR | 02 Jul 2024, 10:33 |
| Q1 2024 | 63 | $375,312,314 | +$16,420,789 | -$37,176,627 | -$20,755,838 | SPMD, SPSM, SPDW, OMFL, IVV | 13F-HR | 02 Apr 2024, 16:52 |
| Q4 2023 | 61 | $380,394,505 | +$5,213,780 | -$2,551,497 | +$2,662,283 | SPDW, SPSM, SPMD, SPAB, OMFL | 13F-HR | 03 Jan 2024, 09:28 |
| Q3 2023 | 55 | $343,800,399 | +$1,044,300 | -$2,972,026 | -$1,927,726 | SPDW, SPMD, SPSM, SPAB, OMFL | 13F-HR | 18 Oct 2023, 16:13 |
| Q2 2023 | 56 | $362,615,742 | +$6,206,477 | -$5,316,908 | +$889,569 | SPDW, SPMD, SPSM, SPAB, OMFL | 13F-HR | 05 Jul 2023, 16:35 |
| Q1 2023 | 56 | $352,810,306 | +$52,077,284 | -$58,789,352 | -$6,712,068 | SPDW, SPMD, SPSM, SPAB, IGEB | 13F-HR | 18 Apr 2023, 15:35 |
| Q4 2022 | 53 | $344,658,846 | +$4,742,300 | -$11,690,726 | -$6,948,426 | SPDW, SPMD, SPSM, IVV, BNDX | 13F-HR | 05 Jan 2023, 14:39 |
| Q3 2022 | 54 | $326,909,000 | +$9,735,719 | -$3,931,180 | +$5,804,539 | SPDW, SPSM, SPMD, IVV, BNDX | 13F-HR | 20 Oct 2022, 16:26 |
| Q2 2022 | 49 | $341,745,000 | +$59,991,180 | -$45,728,724 | +$14,262,456 | SPDW, SPSM, SPMD, IVV, BNDX | 13F-HR | 18 Jul 2022, 10:13 |
| Q1 2022 | 51 | $377,417,000 | +$10,902,307 | -$10,446,110 | +$456,197 | IVV, SPDW, SPSM, SPMD, SPAB | 13F-HR | 18 Apr 2022, 10:07 |
| Q4 2021 | 53 | $399,266,000 | +$10,258,947 | -$2,672,602 | +$7,586,345 | IVV, SPDW, SPAB, SPMD, SPSM | 13F-HR | 26 Jan 2022, 10:04 |
| Q3 2021 | 52 | $376,336,000 | +$9,967,819 | -$933,361 | +$9,034,458 | IVV, SPAB, SPDW, SPSM, SPMD | 13F-HR | 19 Oct 2021, 10:40 |
| Q2 2021 | 51 | $373,174,000 | +$12,309,173 | -$1,427,977 | +$10,881,196 | IVV, SPDW, SPAB, SPSM, SPMD | 13F-HR | 22 Jul 2021, 10:52 |
| Q1 2021 | 47 | $348,081,000 | +$17,878,628 | -$9,348,665 | +$8,529,963 | IVV, SPAB, SPDW, SPMD, SPSM | 13F-HR | 14 Apr 2021, 10:40 |
| Q4 2020 | 45 | $320,659,000 | +$40,189,460 | -$27,267,970 | +$12,921,490 | IVV, SPDW, SPAB, SPSM, SPMD | 13F-HR | 14 Jan 2021, 14:28 |
| Q3 2020 | 46 | $272,712,000 | +$9,531,295 | -$3,389,112 | +$6,142,183 | IVV, SPDW, SPAB, VGSH, SPMD | 13F-HR | 19 Oct 2020, 13:51 |
| Q2 2020 | 47 | $256,644,000 | +$56,828,905 | -$24,387,501 | +$32,441,404 | IVV, SPDW, SPAB, VGSH, SPSM | 13F-HR | 14 Jul 2020, 15:18 |
| Q1 2020 | 44 | $191,657,000 | +$55,245,266 | -$15,304,860 | +$39,940,406 | SPDW, IVV, BNDX, SPMD, SPSM | 13F-HR | 13 Apr 2020, 14:41 |
| Q4 2019 | 45 | $199,502,000 | +$4,426,429 | -$2,313,371 | +$2,113,058 | SPDW, SPMD, SPTM, SPSM, IVV | 13F-HR | 15 Jan 2020, 11:36 |
| Q3 2019 | 42 | $188,815,000 | +$9,076,999 | -$3,137,929 | +$5,939,070 | SPDW, SPMD, SPTM, SPSM, IVV | 13F-HR | 30 Oct 2019, 12:37 |
| Q2 2019 | 43 | $179,751,000 | +$9,253,703 | -$2,367,402 | +$6,886,301 | SPDW, SPMD, SPTM, SPSM, IVV | 13F-HR | 16 Jul 2019, 12:24 |
| Q1 2019 | 42 | $172,902,000 | +$9,402,693 | -$3,144,451 | +$6,258,242 | SPDW, SPMD, SPTM, SPSM, IVV | 13F-HR | 17 Apr 2019, 17:03 |
| Q4 2018 | 42 | $144,701,000 | $0 | $0 | $0 | SPDW, SPMD, SPTM, SPSM, IVV | 13F-HR | 30 Jan 2019, 16:27 |