WALLER FINANCIAL PLANNING GROUP, INC
Top Portfolio Positions
24 positions ·
$18,292,639 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
18,932 | $4,804,752 | 26.27% |
| UPS |
United Parcel Service Inc
Industrials
|
13,696 | $1,347,412 | 7.37% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
6,081 | $1,266,489 | 6.92% |
| GAM |
General American Investors Co Inc
Financial Services
|
19,563 | $1,143,848 | 6.25% |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
7,156 | $1,033,612 | 5.65% |
| NVDA |
Nvidia Corp
Technology
|
5,345 | $932,168 | 5.10% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
2,685 | $789,819 | 4.32% |
| MSFT |
Microsoft Corp
Technology
|
2,003 | $741,450 | 4.05% |
| QQQ |
Invesco Qqq Trust, Series 1
|
1,139 | $657,408 | 3.59% |
| XOM |
Exxon Mobil Corp
Energy
|
3,541 | $600,766 | 3.28% |
Portfolio Trend
Holdings in GAM
Export CSVShares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,143,848 | 19,563 | Shares | Sole | 2026-04-03 | |
| 2025-12-31 | $1,148,934 | 19,563 | Shares | Sole | 2026-01-13 | |
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