Holdings
Waller Financial Planning Group, Inc
As of Sep 30, 2026, Waller Financial Planning Group, Inc reported 27 positions worth US$22.6M. Largest: Apple Inc, Amazon.com, Inc. and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 21,248 | US$7.08M | +2,062 | Sep 30, 2026 |
| Amazon.com, Inc. | 7,271 | US$1.81M | +56 | Sep 30, 2026 |
| Nvidia Corporation | 7,804 | US$1.78M | +1,662 | Sep 30, 2026 |
| United Parcel Service, Inc. | 14,665 | US$1.37M | no change | Sep 30, 2026 |
| Microsoft Corp. | 1,976 | US$1.01M | −148 | Sep 30, 2026 |
| Procter & Gamble Company (the) | 6,675 | US$970K | no change | Sep 30, 2026 |
| Jp Morgan Chase & Co. | 2,898 | US$959K | −44 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 2,714 | US$931K | +1 | Sep 30, 2026 |
| Broadcom Inc. | 1,707 | US$600K | −8 | Sep 30, 2026 |
| Meta Platforms, Inc. | 786 | US$570K | −24 | Sep 30, 2026 |