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Waller Financial Planning Group, Inc - Larry Waller

67 Followers

Waller Financial Planning Group, Inc Portfolio Activity as reported in the most recent 13F form, for the period ending Sep 30, 2026

Waller Financial Planning Group, Inc Portfolio Activity

IVViShares Core S&P 500 ETF		AddedGeneral$757.80($732.50-$783.09)+3.20%86.53M17.56%
SPYGSPDR Portfolio S&P 500 Growth ETF		AddedGeneral$118.18($111.78-$124.58)+6.06%46.05M9.35%
EFViShares MSCI EAFE Value ETF		AddedGeneral$39.80($37.98-$41.61)+5.64%43.47M8.82%
SPYVSPDR Portfolio S&P 500 Value ETF		AddedGeneral$62.51($60.75-$64.26)+6.24%37.52M7.62%
VBRVanguard Small Cap Value ETF		AddedGeneral$241.82($231.80-$251.84)+5.09%35.62M7.23%
EFGiShares MSCI EAFE Growth ETF		AddedGeneral$40.90($39.33-$42.48)+6.33%28.03M5.69%
IGEBiShares Investment Grade Bond Factor ETF		ReducedGeneral$43.85($42.73-$44.97)-3.37%25.81M5.19%
SPABSPDR Portfolio Aggregate Bond ETF		ReducedGeneral$24.88($24.31-$25.44)-3.22%22.65M4.56%
SCHDSchwab US Dividend Equity ETF		ReducedGeneral$33.52($31.74-$35.31)-1.00%20.69M4.20%
SPDWSPDR Portfolio Developed World ex-US ETF		ReducedGeneral$50.56($48.69-$52.43)-0.27%13.86M2.81%

Measured Performance

Waller Financial Planning Group, IncAverage Hedge Fund PortfolioS&P 5000%100%200%2018202020212022202420252026
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Waller Financial Planning Group, Inc activity FAQ

What is Waller Financial Planning Group, Inc’s portfolio gain since Dec 2018?
Waller Financial Planning Group, Inc’s portfolio gain since Dec 2018 was 106.25%.
What is Waller Financial Planning Group, Inc’s Sharpe Ratio?
Waller Financial Planning Group, Inc’s Sharpe Ratio is 2.19.
What is Waller Financial Planning Group, Inc’s 13F portfolio value?
The value of Waller Financial Planning Group, Inc’s holdings disclosed in its most recent 13F filing is $492.64M.
What is Waller Financial Planning Group, Inc’s average return since the fund’s last 13F filing?
Waller Financial Planning Group, Inc’s average return since the fund’s last 13F filing is 2.07%.
What was Waller Financial Planning Group, Inc’s average return in the last 12 months?
Waller Financial Planning Group, Inc’s average return in the last 12 months was 10.64%.
What was Waller Financial Planning Group, Inc’s average return in the last 3 years?
Waller Financial Planning Group, Inc’s average return in the last 3 years was 13.50%.
What period does Waller Financial Planning Group, Inc’s most recent 13F filing cover?
Waller Financial Planning Group, Inc’s most recent 13F filing reports holdings for the period ending Sep 30, 2026.
Who are the best performing hedge funds?
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TipRanks & Hedge Funds: TipRanks measures the performance of Larry Waller and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.

Disclosure on Hedge Fund Expert Ranking:

We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:

1. Hedge funds that manage stocks of more than 1,500 different companies

2. Hedge funds with a portfolio turnover of over 50% from the previous quarter

3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.

Additionally, Our performance analysis considers long positions only and does not factor in short positions or hedging strategies. Furthermore, because we do not have the exact dates on which a hedge fund bought or sold any specific ticker, we use the average price of the stock during the quarter in which it was acquired to estimate performance.