Mallini Complete Financial Planning LLC

Name: Mallini Complete Financial Planning LLC — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0002049540 · GAINESVILLE, FL · Quarter end: 2026-06-30 · Filed on: 2026-07-08 · Open the SEC source ↗

Mallini Complete Financial Planning LLC reported 70 positions worth $140.2M as of June 30, 2026 (13F filed July 8, 2026). Largest holding: VTI (34.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$140.2M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

84.3%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 70 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	VTI	VANGUARD TOTAL STOCK MARKET ETF	SH	$48.0M	34.28%	129,847	—	—
▸ 2	VCRB	VANGUARD CORE BOND ETF	SH	$28.6M	20.40%	370,324	—	—
▸ 3	VXUS	VANGUARD TOTAL INTERNATIONAL STOCK ETF	SH	$16.9M	12.04%	197,475	—	—
▸ 4	VCRM	VANGUARD CORE TAX-EXEMPT BOND ETF	SH	$10.1M	7.18%	131,776	—	—
▸ 5	ESGV	VANGUARD ESG U.S. STOCK ETF	SH	$3.9M	2.75%	29,154	—	—
▸ 6	EAGG	ISHARES ESG AWARE US AGGREGATE BOND ETF	SH	$3.1M	2.19%	64,694	—	—
▸ 7	USAC	USA COMPRESSION PARTNERS LP COM UNIT LTDPAR	SH	$2.5M	1.80%	95,530	—	—
▸ 8	VTEB	VANGUARD TAX-EXEMPT BOND ETF	SH	$2.4M	1.70%	47,117	—	—
▸ 9	VOO	VANGUARD S&P 500 ETF	SH	$1.4M	1.02%	2,085	—	—
▸ 10	VSGX	VANGUARD ESG INTERNATIONAL STOCK ETF	SH	$1.3M	0.91%	15,402	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Mallini Complete Financial Planning LLC hold as of Q2 2026?

Mallini Complete Financial Planning LLC reported 70 positions worth $140.2M in its Q2 2026 13F filing. Largest positions: VTI (34.3%), VCRB (20.4%), VXUS (12.0%), VCRM (7.2%) and ESGV (2.8%).

What did Mallini Complete Financial Planning LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Mallini Complete Financial Planning LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.