• 13F History

WALLER FINANCIAL PLANNING GROUP, INC

13F Filings History

Latest 13F report
Q1 2025 - Apr 2, 2025
Value $
$356M
Signature - Title
Jason Farris - Partner
Location
Columbus, OH
Summary
This page shows a list of all the recent 13F filings made by WALLER FINANCIAL PLANNING GROUP, INC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WALLER FINANCIAL PLANNING GROUP, INC reported 71 stock holdings with total value $356M as of Q1 2025. Top holdings included IVV, SPDW, SPMD, SPSM, and OMFL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 71 $356M +$4.75M -$37.5M -$32.8M IVV, SPDW, SPMD, SPSM, OMFL 13F-HR 4/2/2025, 02:48 PM
Q4 2024 68 $397M +$37.2M -$21.3M +$15.9M IVV, SPMD, SPSM, SPDW, OMFL 13F-HR 1/3/2025, 11:31 AM
Q3 2024 67 $403M +$8.03M -$2.64M +$5.4M SPMD, SPSM, SPDW, IVV, OMFL 13F-HR 10/2/2024, 01:16 PM
Q2 2024 69 $372M +$6.45M -$4.56M +$1.89M SPMD, SPSM, SPDW, IVV, OMFL 13F-HR 7/2/2024, 10:33 AM
Q1 2024 63 $375M +$16.4M -$37.2M -$20.8M SPMD, SPSM, SPDW, OMFL, IVV 13F-HR 4/2/2024, 04:52 PM
Q4 2023 61 $380M +$5.21M -$2.55M +$2.66M SPDW, SPSM, SPMD, SPAB, OMFL 13F-HR 1/3/2024, 09:28 AM
Q3 2023 55 $344M +$1.04M -$2.54M -$1.49M SPDW, SPMD, SPSM, SPAB, OMFL 13F-HR 10/18/2023, 04:13 PM
Q2 2023 56 $363M +$6.21M -$4.9M +$1.31M SPDW, SPMD, SPSM, SPAB, OMFL 13F-HR 7/5/2023, 04:35 PM
Q1 2023 56 $353M +$52.1M -$58.1M -$6.05M SPDW, SPMD, SPSM, SPAB, IGEB 13F-HR 4/18/2023, 03:35 PM
Q4 2022 53 $345M +$4.74M -$11.3M -$6.58M SPDW, SPMD, SPSM, IVV, BNDX 13F-HR 1/5/2023, 01:39 PM
Q3 2022 54 $327M +$9.74M -$3.73M +$6.01M SPDW, SPSM, SPMD, IVV, BNDX 13F-HR 10/20/2022, 04:26 PM
Q2 2022 49 $342M +$60M -$44M +$16M SPDW, SPSM, SPMD, IVV, BNDX 13F-HR 7/18/2022, 10:13 AM
Q1 2022 51 $377M +$10.9M -$9.56M +$1.34M IVV, SPDW, SPSM, SPMD, SPAB 13F-HR 4/18/2022, 10:07 AM
Q4 2021 53 $399M +$10.3M -$2.67M +$7.59M IVV, SPDW, SPAB, SPMD, SPSM 13F-HR 1/26/2022, 09:04 AM
Q3 2021 52 $376M +$9.97M -$933K +$9.03M IVV, SPAB, SPDW, SPSM, SPMD 13F-HR 10/19/2021, 10:40 AM
Q2 2021 51 $373M +$12.3M -$1.43M +$10.9M IVV, SPDW, SPAB, SPSM, SPMD 13F-HR 7/22/2021, 10:52 AM
Q1 2021 47 $348M +$17.9M -$9.35M +$8.53M IVV, SPAB, SPDW, SPMD, SPSM 13F-HR 4/14/2021, 10:40 AM
Q4 2020 45 $321M +$40.2M -$27.3M +$12.9M IVV, SPDW, SPAB, SPSM, SPMD 13F-HR 1/14/2021, 01:28 PM
Q3 2020 46 $273M +$9.53M -$2.28M +$7.26M IVV, SPDW, SPAB, VGSH, SPMD 13F-HR 10/19/2020, 01:51 PM
Q2 2020 47 $257M +$56.8M -$24.4M +$32.4M IVV, SPDW, SPAB, VGSH, SPSM 13F-HR 7/14/2020, 03:18 PM
Q1 2020 44 $192M +$55.2M -$13.9M +$41.3M SPDW, IVV, BNDX, SPMD, SPSM 13F-HR 4/13/2020, 02:41 PM
Q4 2019 45 $200M +$4.43M -$740K +$3.69M SPDW, SPMD, SPTM, SPSM, IVV 13F-HR 1/15/2020, 10:36 AM
Q3 2019 42 $189M +$9.08M -$1.73M +$7.34M SPDW, SPMD, SPTM, SPSM, IVV 13F-HR 10/30/2019, 12:37 PM
Q2 2019 43 $180M +$9.25M -$2.37M +$6.89M SPDW, SPMD, SPTM, SPSM, IVV 13F-HR 7/16/2019, 12:24 PM
Q1 2019 42 $173M +$9.4M -$3.14M +$6.26M SPDW, SPMD, SPTM, SPSM, IVV 13F-HR 4/17/2019, 05:03 PM
Q4 2018 42 $145M SPDW, SPMD, SPTM, SPSM, IVV 13F-HR 1/30/2019, 03:27 PM