Waller Financial Planning Group, Inc.
Annual return '25
+22.0%
SPY '25
+17.7%
Alpha
+4.2ptsvs SPY
Invested
$488.7M
Holdings
138
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 93%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$FRFHF
FAIRFAX FINL HLDGS LTD F
Held since at least Q1 2024
7.3%
02
$BRK/B
BERKSHIRE HATHAWAY CLASS CLASS B
Q4 2025: Exited (was 806 shares)
6.2%
03
$MKL
MARKEL GROUP INC
Held since at least Q1 2024
6.0%
04
$GOOG
ALPHABET INC CLASS CLASS C
Held since at least Q1 2024
4.3%
05
$SCHW
CHARLES SCHWAB CORP
Held since at least Q1 2024
3.7%
06
$WBD
WARNER BROS DISCOVERY IN TENDER OFFER EXP: 01/21/26
Q1 2026: New position (3.90M shares)
2.9%
07
$FISV
FISERV INC
Held since at least Q1 2024
2.9%
08
$WFC
WELLS FARGO & CO
Q4 2025: Exited (was 2.7k shares)
2.7%
09
$AAPL
APPLE INC
Q4 2025: Exited (was 18.9k shares)
2.6%
10
$CNNE
CANNAE HLDGS INC
Held since at least Q1 2024
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 06:53 UTC.