Waller Financial Planning Group, Inc
Waller Financial Planning Group, Inc reported 78 holdings worth US$486M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 7, 2026
Waller Financial Planning Group, Inc reported 78 holdings worth US$486M as of Jun 30, 2026. Largest: Apple Inc, Amazon.com, Inc. and United Parcel Service, Inc. Filed Jul 7, 2026 (Form 13F).
- Holdings
- 78
- Value as reported
- US$486M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 19,186 | US$5.55M | 1.1% |
| Amazon.com, Inc. | 7,215 | US$1.72M | 0.35% |
| United Parcel Service, Inc. | 14,665 | US$1.58M | 0.32% |
| Nvidia Corporation | 6,142 | US$1.23M | 0.25% |
| Procter & Gamble Company (the) | 6,675 | US$979K | 0.20% |
| Alphabet Inc (google) Class C | 2,713 | US$969K | 0.20% |
| Jp Morgan Chase & Co. | 2,942 | US$963K | 0.20% |
| Microsoft Corp. | 2,124 | US$792K | 0.16% |
| Broadcom Inc. | 1,715 | US$648K | 0.13% |
| Marsh | 3,290 | US$548K | 0.11% |
| Exxon Mobil Corporation | 3,727 | US$509K | 0.10% |
| Meta Platforms, Inc. | 810 | US$456K | 0.09% |
| Intel Corporation | 3,181 | US$444K | 0.09% |
| Philip Morris International Inc | 2,296 | US$415K | 0.09% |
| Netflix, Inc. | 5,740 | US$410K | 0.08% |
| Walmart Inc. | 3,498 | US$396K | 0.08% |
| Tesla, Inc. | 934 | US$393K | 0.08% |
| Eli Lilly And Company | 278 | US$334K | 0.07% |
| Intuit Inc. | 1,272 | US$332K | 0.07% |
| Northrop Grumman Corporation | 610 | US$311K | 0.06% |
| Costco Wholesale Corporation | 330 | US$308K | 0.06% |
| Coca-cola Company (the) | 3,015 | US$245K | 0.05% |
| Abercrombie & Fitch Company | 2,711 | US$244K | 0.05% |
| Berkshire Hathaway Inc. | 483 | US$242K | 0.05% |
| Vertiv Holdings, Llc | 705 | US$236K | 0.05% |
| Autodesk, Inc. | 1,205 | US$234K | 0.05% |
| Stryker Corporation | 736 | US$232K | 0.05% |
| Wells Fargo & Company | 2,674 | US$221K | 0.05% |
| Fedex Corporation | 696 | US$218K | 0.04% |
| Duke Energy Corporation (holding Company) | 0 | US$0 | 0.00% |
Source
View original at SEC
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