Waller Financial Planning Group, Inc. ETF holdings
Columbus, OH
Reported $463.2M in 47 ETFs in its Form 13F for June 30, 2026.
ETF value
$463.2M
ETFs held
47
Change from prior quarter
+6.5%
With price moves
ETFs as a share of its 13F
95.4%
of $485.6M
Top 10 of 47 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $82.0M | 109,476 | +569 shares |
| SPYG | State Street SPDR Portfolio S&P 500 Growth ETF | $42.0M | 352,803 | −31,796 shares |
| EFV | iShares MSCI EAFE Value ETF | $39.8M | 519,921 | +8,618 shares |
| VBR | Vanguard Morningstar Small-Cap Value ETF | $35.6M | 146,704 | −10,619 shares |
| SPYV | State Street SPDR Portfolio S&P 500 Value ETF | $35.1M | 577,788 | −18,127 shares |
| IGEB | iShares Investment Grade Systematic Bond ETF | $28.2M | 624,286 | +11,920 shares |
| EFG | iShares MSCI EAFE Growth ETF | $27.4M | 219,957 | +4,285 shares |
| SPAB | State Street SPDR Portfolio Aggregate Bond Index ETF | $24.5M | 960,721 | −4,790 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $20.4M | 642,281 | −102,021 shares |
| SPDW | State Street SPDR Portfolio Developed World ex-US ETF | $13.9M | 276,793 | −4,451 shares |
37 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001736079. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Waller Financial Planning Group, Inc. own?
Waller Financial Planning Group, Inc. reported 47 ETF positions worth $463.2M in its Form 13F for June 30, 2026. The largest was IVV, at $82.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.