13F holdings · Q3 2026

Mallini Complete Financial Planning

Gainesville, FL · files as Mallini Complete Financial Planning LLC

Holdings as of Sep 30, 2026Filed Oct 6, 2026Next filing due Feb 15, 2027CIK 2049540

Mallini Complete Financial Planning reported 36 stocks worth $126M in its 13F filing for Q3 2026, filed Oct 6, 2026. Its largest holdings are VTI (37.2%), VCRB (22.5%) and VXUS (13.5%). Compared with Q2 2026, the fund opened new positions in CRD.A and SPYM, added to VCRB, VXUS and VCRM, trimmed VTI, ESGV and USAC and sold out of VTEB.

Reported value$126M−0.2% vs last quarter

Stocks held362 new · 1 sold out

Top 5 weight85.9%very concentrated

Turnover9%of the portfolio changed

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Holdings

#	Stock	Value	Weight	Shares	Change	Shares, 8 qtrs	Held
1	VTI Vanguard Total Stock Market ETF	$46.8M	37.2%	125K	−4,696 (−4%)		7 of 8
2	VCRB Vanguard Malvern Fds	$28.3M	22.5%	385K	+14K (+4%)		2 of 8
3	VXUS Vanguard Star Fds	$17M	13.5%	200K	+2,037 (+1%)		8 of 8
4	VCRM Vanguard Mun BD Fds	$12.2M	9.7%	171K	+39K (+30%)		2 of 8
5	ESGV Vanguard Esg US Stock	$3.9M	3.1%	29K	−130 (−0%)		8 of 8
6	EAGG Ishares TR	$3M	2.4%	67K	+1,896 (+3%)		8 of 8
7	USAC USA Compression Partners LP	$2.3M	1.8%	92K	−3,470 (−4%)		8 of 8
8	CRD.A CRAWFORD &amp CO	$1.6M	1.3%	131K	New position		1 of 8
9	VSGX Vanguard World FD	$1.3M	1.0%	15K	+46 (+0%)		8 of 8
10	SPYM Spdr Series Trust	$1M	0.8%	11K	New position		1 of 8
11	ABCD Example Holdings Inc	100	153	206	259	312	365
12	WXYZ Example Holdings Inc	137	190	243	296	349	402
13	QRST Example Holdings Inc	174	227	280	333	386	439
14	LMNO Example Holdings Inc	211	264	317	370	423	476

🔒 26 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q2 2026, gone in Q3 2026

Stock	Value last quarter	Shares sold
VTEB Vanguard Mun BD Fds	$2.4M	47K

Reported value

last 8 quarters

$59.2MQ4 '24

$95.8MQ1 '25

$69.2MQ2 '25

$113MQ3 '25

$113MQ4 '25

$116MQ1 '26

$126MQ2 '26

$126MQ3 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q3 2026

straight from the SEC

Filed	Form	Quarter
Oct 6, 2026	13F-HR	Q3 2026	SEC filing ↗

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Mallini Complete Financial Planning 13F FAQ

What does Mallini Complete Financial Planning own?

Mallini Complete Financial Planning reported 36 stocks worth $126M in its 13F filing for Q3 2026, filed Oct 6, 2026. Its largest holdings are VTI (37.2%), VCRB (22.5%) and VXUS (13.5%). The table above lists every position in the filing (the top 10 without an account).

What did Mallini Complete Financial Planning buy and sell in Q3 2026?

Compared with Q2 2026: 2 new positions, 16 added to, 14 trimmed and 1 sold out. New positions include CRD.A and SPYM. It sold all of VTEB.

When will Mallini Complete Financial Planning file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is Mallini Complete Financial Planning's portfolio worth?

The Q3 2026 filing reports $126M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.