13F Filings History of Mallini Complete Financial Planning LLC

Latest 13F report
Q4 2025 - 06 Jan 2026
Value $
$124,410,759
Signature - Title
Lia Bertelson - CCO
Location
Gainesville, FL
Summary
This page shows a list of all the recent 13F filings made by Mallini Complete Financial Planning LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Mallini Complete Financial Planning LLC reported 62 stock holdings with total value $124,410,759 as of Q4 2025. Top holdings included VTI, BND, VXUS, VTEB, and ESGV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 62 $124,410,759 +$2,996,997 -$3,061,184 -$64,187 VTI, BND, VXUS, VTEB, ESGV 13F-HR 06 Jan 2026, 14:36
Q3 2025 60 $122,729,411 +$4,546,833 -$1,867,892 +$2,678,941 VTI, BND, VXUS, VTEB, ESGV 13F-HR 20 Oct 2025, 14:04
Q2 2025 60 $75,211,943 +$4,023,637 -$549,423 +$3,474,214 BND, VXUS, VTEB, ESGV, EAGG 13F-HR 11 Jul 2025, 14:42
Q1 2025 59 $104,703,683 +$37,040,883 -$38,506,130 -$1,465,247 VTI, BND, VXUS, VTEB, ESGV 13F-HR 24 Apr 2025, 17:03
Q4 2024 60 $105,357,705 $0 $0 $0 VTI, BND, VXUS, VTEB, ESGV 13F-HR 10 Feb 2025, 12:29