# EDGAR Filing Document

**Accession Number:** 0001736079
**File Stem:** 0001214659-25-014790
**Filing Date:** 2025-10
**Character Count:** 10921
**Document Hash:** 69c1de3db90d0f71a36f99260c040f9a
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001214659-25-014790.hdr.sgml**: 20251009

**ACCESSION NUMBER**: 0001214659-25-014790

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251009

**DATE AS OF CHANGE**: 20251009

**EFFECTIVENESS DATE**: 20251009

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** WALLER FINANCIAL PLANNING GROUP, INC
- **CENTRAL INDEX KEY:** 0001736079

**ORGANIZATION NAME:**
- **EIN:** 311143130
- **STATE OF INCORPORATION:** OH
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-18994
- **FILM NUMBER:** 251384006

**BUSINESS ADDRESS:**
- **STREET 1:** 941 CHATHAM LANE
- **STREET 2:** SUITE 212
- **CITY:** COLUMBUS
- **STATE:** OH
- **ZIP:** 43221
- **BUSINESS PHONE:** (614) 457-7026

**MAIL ADDRESS:**
- **STREET 1:** 941 CHATHAM LANE
- **STREET 2:** SUITE 212
- **CITY:** COLUMBUS
- **STATE:** OH
- **ZIP:** 43221

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** WALLER FINANCIAL PLANNING GROUP INC<br>**Address:** 941 CHATHAM LANE<br>SUITE 212<br>COLUMBUS, OH 43221

**Form 13F File Number:** 028-18994

**CRD Number (if applicable):** 000159564

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Jason Farris<br>**Title:** Partner<br>**Phone:** 614-457-7026

**Signature, Place, and Date of Signing:**

Jason Farris  Columbus, OH  10-07-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 71

**Form 13F Information Table Value Total:** $435818631

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ISHARES TR | CORE S ETF | 464287200 |  | 53268814 | 79589 | SH |  | SOLE |  | 0 | 0 | 79589 |
| AMAZON COM INC | COM | 023135106 |  | 1376484 | 6269 | SH |  | SOLE |  | 0 | 0 | 6269 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 405208 | 806 | SH |  | SOLE |  | 0 | 0 | 806 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 805714 | 1342 | SH |  | SOLE |  | 0 | 0 | 1342 |
| MICROSOFT CORP | COM | 594918104 |  | 761550 | 1470 | SH |  | SOLE |  | 0 | 0 | 1470 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 1135507 | 13594 | SH |  | SOLE |  | 0 | 0 | 13594 |
| CITIGROUP INC | COM NEW | 172967424 |  | 245630 | 2420 | SH |  | SOLE |  | 0 | 0 | 2420 |
| COCA COLA CO | COM | 191216100 |  | 216203 | 3260 | SH |  | SOLE |  | 0 | 0 | 3260 |
| PPG INDS INC | COM | 693506107 |  | 1331113 | 12664 | SH |  | SOLE |  | 0 | 0 | 12664 |
| STRYKER CORPORATION | COM | 863667101 |  | 271773 | 735 | SH |  | SOLE |  | 0 | 0 | 735 |
| SPDR SERIES TRUST | S 600 SMCP VAL | 78464A300 |  | 5383005 | 60722 | SH |  | SOLE |  | 0 | 0 | 60722 |
| SPDR SERIES TRUST | S 600 SMCP GRW | 78464A201 |  | 4697581 | 49810 | SH |  | SOLE |  | 0 | 0 | 49810 |
| SPDR SERIES TRUST | PRTFLO S GW | 78464A409 |  | 10661797 | 102017 | SH |  | SOLE |  | 0 | 0 | 102017 |
| SPDR SERIES TRUST | PORTFOLI S | 78464A805 |  | 1262745 | 15657 | SH |  | SOLE |  | 0 | 0 | 15657 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 6639211 | 30767 | SH |  | SOLE |  | 0 | 0 | 30767 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 453932 | 4026 | SH |  | SOLE |  | 0 | 0 | 4026 |
| WALMART INC | COM | 931142103 |  | 282456 | 2741 | SH |  | SOLE |  | 0 | 0 | 2741 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 460772 | 498 | SH |  | SOLE |  | 0 | 0 | 498 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 1065716 | 6936 | SH |  | SOLE |  | 0 | 0 | 6936 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 846361 | 2683 | SH |  | SOLE |  | 0 | 0 | 2683 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 224119 | 2674 | SH |  | SOLE |  | 0 | 0 | 2674 |
| INTUIT | COM | 461202103 |  | 868759 | 1272 | SH |  | SOLE |  | 0 | 0 | 1272 |
| MARSH  MCLENNAN COS INC | COM | 571748102 |  | 652798 | 3239 | SH |  | SOLE |  | 0 | 0 | 3239 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 230239 | 702 | SH |  | SOLE |  | 0 | 0 | 702 |
| APPLE INC | COM | 037833100 |  | 4821984 | 18937 | SH |  | SOLE |  | 0 | 0 | 18937 |
| SPDR SERIES TRUST | PRTFLO S VL | 78464A508 |  | 9416336 | 170185 | SH |  | SOLE |  | 0 | 0 | 170185 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 1033240 | 19071 | SH |  | SOLE |  | 0 | 0 | 19071 |
| NORTHROP GRUMMAN CORP | COM | 666807102 |  | 371685 | 610 | SH |  | SOLE |  | 0 | 0 | 610 |
| NETFLIX INC | COM | 64110L106 |  | 697771 | 582 | SH |  | SOLE |  | 0 | 0 | 582 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1063529 | 5700 | SH |  | SOLE |  | 0 | 0 | 5700 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 604894 | 3244 | SH |  | SOLE |  | 0 | 0 | 3244 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 9132798 | 31091 | SH |  | SOLE |  | 0 | 0 | 31091 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 794977 | 3809 | SH |  | SOLE |  | 0 | 0 | 3809 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 4148091 | 45374 | SH |  | SOLE |  | 0 | 0 | 45374 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 9255792 | 36400 | SH |  | SOLE |  | 0 | 0 | 36400 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 1326332 | 2765 | SH |  | SOLE |  | 0 | 0 | 2765 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 638328 | 2145 | SH |  | SOLE |  | 0 | 0 | 2145 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 6710083 | 98925 | SH |  | SOLE |  | 0 | 0 | 98925 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 |  | 5927533 | 52051 | SH |  | SOLE |  | 0 | 0 | 52051 |
| SPDR SERIES TRUST | S 400 MDCP VAL | 78464A839 |  | 5308713 | 63646 | SH |  | SOLE |  | 0 | 0 | 63646 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 279971 | 909 | SH |  | SOLE |  | 0 | 0 | 909 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 1118999 | 3809 | SH |  | SOLE |  | 0 | 0 | 3809 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 499232 | 2860 | SH |  | SOLE |  | 0 | 0 | 2860 |
| SPDR SERIES TRUST | S 400 MDCP GRW | 78464A821 |  | 4742533 | 51797 | SH |  | SOLE |  | 0 | 0 | 51797 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 391393 | 5484 | SH |  | SOLE |  | 0 | 0 | 5484 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 1385039 | 17552 | SH |  | SOLE |  | 0 | 0 | 17552 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 |  | 3000062 | 38418 | SH |  | SOLE |  | 0 | 0 | 38418 |
| SPDR SERIES TRUST | PORTFOLIO S | 78464A847 |  | 38880378 | 679846 | SH |  | SOLE |  | 0 | 0 | 679846 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 |  | 910230 | 19445 | SH |  | SOLE |  | 0 | 0 | 19445 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 10447321 | 174354 | SH |  | SOLE |  | 0 | 0 | 174354 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 2776514 | 26073 | SH |  | SOLE |  | 0 | 0 | 26073 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 381170 | 2350 | SH |  | SOLE |  | 0 | 0 | 2350 |
| SPDR SERIES TRUST | PORTFLI INTRMDIT | 78464A672 |  | 1137248 | 39351 | SH |  | SOLE |  | 0 | 0 | 39351 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 |  | 38177035 | 892195 | SH |  | SOLE |  | 0 | 0 | 892195 |
| SPDR SERIES TRUST | PORTFOLIO AGRGTE | 78464A649 |  | 23254453 | 899592 | SH |  | SOLE |  | 0 | 0 | 899592 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 |  | 316321 | 2296 | SH |  | SOLE |  | 0 | 0 | 2296 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 423810 | 3969 | SH |  | SOLE |  | 0 | 0 | 3969 |
| BROADCOM INC | COM | 11135F101 |  | 399192 | 1210 | SH |  | SOLE |  | 0 | 0 | 1210 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 |  | 283282 | 4719 | SH |  | SOLE |  | 0 | 0 | 4719 |
| TESLA INC | COM | 88160R101 |  | 403361 | 907 | SH |  | SOLE |  | 0 | 0 | 907 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 9364039 | 15291 | SH |  | SOLE |  | 0 | 0 | 15291 |
| ISHARES TR | FLTG RATE NT ETF | 46429B655 |  | 1885861 | 36916 | SH |  | SOLE |  | 0 | 0 | 36916 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 20024013 | 733480 | SH |  | SOLE |  | 0 | 0 | 733480 |
| META PLATFORMS INC | CL A | 30303M102 |  | 482520 | 657 | SH |  | SOLE |  | 0 | 0 | 657 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 456761 | 9235 | SH |  | SOLE |  | 0 | 0 | 9235 |
| SPDR SERIES TRUST | PORTFOLIO S | 78468R853 |  | 38881330 | 839407 | SH |  | SOLE |  | 0 | 0 | 839407 |
| SELECT SECTOR SPDR TR | RL EST SEL SEC | 81369Y860 |  | 20682541 | 490922 | SH |  | SOLE |  | 0 | 0 | 490922 |
| ISHARES TR | INVESTMENT GRADE | 46435G219 |  | 23302019 | 506071 | SH |  | SOLE |  | 0 | 0 | 506071 |
| INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | 46138J619 |  | 36015610 | 597670 | SH |  | SOLE |  | 0 | 0 | 597670 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 436815 | 7650 | SH |  | SOLE |  | 0 | 0 | 7650 |
| GOLDMAN SACHS ETF TR | S 500 PREMIUM | 38149W622 |  | 280005 | 5361 | SH |  | SOLE |  | 0 | 0 | 5361 |

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