WALLER FINANCIAL PLANNING GROUP, INC
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
30 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 40.7% | $9,231,178 |
| Financial Services | 14.2% | $3,221,156 |
| Consumer Cyclical | 10.4% | $2,356,480 |
| Consumer Defensive | 10.3% | $2,344,108 |
| Industrials | 10.3% | $2,341,152 |
| Communication Services | 6.7% | $1,519,014 |
| Unclassified | 4.9% | $1,117,855 |
| Healthcare | 2.5% | $565,163 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AMZN | Amazon Com Inc | +1,134 | 7,215 | $1,719,623 | |
| UPS | United Parcel Service Inc | +969 | 14,665 | $1,576,487 | |
| GOOGL | Alphabet Inc. | +944 | 1,827 | $652,914 | |
| WMT | Walmart Inc. | +806 | 3,498 | $396,183 | |
| NVDA | Nvidia Corp | +797 | 6,142 | $1,228,952 | |
| AVGO | Broadcom Inc. | +762 | 1,715 | $647,841 | |
| QQQ | Invesco Qqq Trust, Series 1 | +379 | 1,518 | $1,117,855 | |
| JPM | Jpmorgan Chase & Co | +257 | 2,942 | $963,004 | |
| AAPL | Apple Inc. | +254 | 19,186 | $5,551,660 | |
| META | Meta Platforms, Inc. | +149 | 810 | $456,264 | |
| MSFT | Microsoft Corp | +121 | 2,124 | $792,294 | |
| NFLX | Netflix Inc | +36 | 5,740 | $409,836 | |
| MRSH | Marsh & Mclennan Companies, Inc. | +18 | 3,290 | $548,344 | |
| TSLA | Tesla, Inc. | +10 | 934 | $392,840 | |
| FDX | Fedex Corp | +2 | 696 | $217,938 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedNew Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | 159,464 | $10,218,453 | |
| VB | Vanguard Morningstar Small-Cap ETF | 31,457 | $8,239,217 | |
| VIG | Vanguard Dividend Appreciation ETF | 29,670 | $6,380,830 | |
| BIV | Vanguard Intermediate-Term Bond ETF | 36,001 | $2,778,557 | |
| XOM | ExxonMobil Holdings Corp | 3,541 | $600,766 | |
| BNDX | Vanguard Total International Bond ETF | 9,351 | $449,315 | |
| VEU | Vanguard FTSE All-World Ex-US ETF | 5,507 | $413,575 | |
| DUK | Duke Energy CORP | 1,552 | $203,218 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 19,186 | $5,551,660 | 24.46% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 7,215 | $1,719,623 | 7.58% | |
| UPS |
United Parcel Service Inc
Industrials
|
Added | 14,665 | $1,576,487 | 6.95% | |
| GAM |
General American Investors Co Inc
Financial Services
|
Held | 19,563 | $1,247,141 | 5.49% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 6,142 | $1,228,952 | 5.41% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 1,518 | $1,117,855 | 4.93% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 6,675 | $978,822 | 4.31% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 2,942 | $963,004 | 4.24% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,124 | $792,294 | 3.49% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 1,827 | $652,914 | 2.88% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,715 | $647,841 | 2.85% | |
| MRSH |
Marsh & Mclennan Companies, Inc.
Financial Services
|
Added | 3,290 | $548,344 | 2.42% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 810 | $456,264 | 2.01% | |
| INTC |
Intel Corp
Technology
|
NEW | 3,181 | $444,163 | 1.96% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 2,296 | $415,369 | 1.83% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 5,740 | $409,836 | 1.81% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 3,498 | $396,183 | 1.75% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 934 | $392,840 | 1.73% | |
| LLY |
ELI LILLY & Co
Healthcare
|
NEW | 278 | $333,441 | 1.47% | |
| INTU |
Intuit Inc.
Technology
|
Held | 1,272 | $331,992 | 1.46% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
Held | 610 | $310,679 | 1.37% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
NEW | 330 | $308,705 | 1.36% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 3,015 | $245,029 | 1.08% | |
| ANF |
Abercrombie & Fitch Co /De/
Consumer Cyclical
|
NEW | 2,711 | $244,017 | 1.08% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 483 | $241,688 | 1.06% | |
| VRT |
Vertiv Holdings Co
Industrials
|
NEW | 705 | $236,048 | 1.04% | |
| ADSK |
Autodesk, Inc.
Technology
|
NEW | 1,205 | $234,276 | 1.03% | |
| SYK |
Stryker Corp
Healthcare
|
Held | 736 | $231,722 | 1.02% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Held | 2,674 | $220,979 | 0.97% | |
| FDX |
Fedex Corp
Industrials
|
Added | 696 | $217,938 | 0.96% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.