Waller Financial Planning Group, Inc
Waller Financial Planning Group, Inc reported 80 holdings worth US$493M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 7, 2026
Waller Financial Planning Group, Inc reported 80 holdings worth US$493M as of Sep 30, 2026. Largest: Apple Inc, Amazon.com, Inc. and Nvidia Corporation. Filed Oct 7, 2026 (Form 13F).
- Holdings
- 80
- Value as reported
- US$493M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 21,248 | US$7.08M | 1.4% |
| Amazon.com, Inc. | 7,271 | US$1.81M | 0.37% |
| Nvidia Corporation | 7,804 | US$1.78M | 0.36% |
| United Parcel Service, Inc. | 14,665 | US$1.37M | 0.28% |
| Microsoft Corp. | 1,976 | US$1.01M | 0.21% |
| Procter & Gamble Company (the) | 6,675 | US$970K | 0.20% |
| Jp Morgan Chase & Co. | 2,898 | US$959K | 0.19% |
| Alphabet Inc (google) Class C | 2,714 | US$931K | 0.19% |
| Broadcom Inc. | 1,707 | US$600K | 0.12% |
| Meta Platforms, Inc. | 786 | US$570K | 0.12% |
| Marsh | 3,307 | US$565K | 0.11% |
| Berkshire Hathaway Inc. | 1,015 | US$505K | 0.10% |
| Philip Morris International Inc | 2,296 | US$438K | 0.09% |
| Netflix, Inc. | 6,001 | US$418K | 0.08% |
| Intel Corporation | 3,161 | US$380K | 0.08% |
| Walmart Inc. | 3,498 | US$364K | 0.07% |
| Intuit Inc. | 1,272 | US$351K | 0.07% |
| Tesla, Inc. | 939 | US$333K | 0.07% |
| Costco Wholesale Corporation | 328 | US$298K | 0.06% |
| Eli Lilly And Company | 255 | US$296K | 0.06% |
| Northrop Grumman Corporation | 607 | US$293K | 0.06% |
| Coca-cola Company (the) | 3,015 | US$260K | 0.05% |
| Abercrombie & Fitch Company | 1,617 | US$218K | 0.04% |
| Wells Fargo & Company | 2,674 | US$214K | 0.04% |
| Autodesk, Inc. | 989 | US$207K | 0.04% |
| Johnson & Johnson | 768 | US$203K | 0.04% |
| Stryker Corporation | 736 | US$203K | 0.04% |
| Fedex Corporation | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Vertiv Holdings, Llc | 0 | US$0 | 0.00% |
Source
View original at SEC
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