DOSSIER · 13F-HR · Q2 2026

Mallini Complete Financial Planning LLC

$140M in tracked AUM across 70 positions as of Q2 2026.

MC
CIK 0002049540 · last filed Jun 30, 2026
Total AUM
$140M
as of Q2 2026
Holdings
70
positions
Whale Score
68
68
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Mallini Complete Financial Planning LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD TOTAL STOCK MARKET ETF
$48M130K34.3%
02
VCRB
VANGUARD CORE BOND ETF
$29M370K20.4%
03
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
$17M197K12.0%
04
VCRM
VANGUARD CORE TAX-EXEMPT BOND ETF
$10M132K7.2%
05
ESGV
VANGUARD ESG U.S. STOCK ETF
$4M29K2.8%
06
EAGG
ISHARES ESG AWARE US AGGREGATE BOND ETF
$3M65K2.2%
07
USAC
USA COMPRESSION PARTNERS LP COM UNIT LTDPAR
$3M96K1.8%
08
VTEB
VANGUARD TAX-EXEMPT BOND ETF
$2M47K1.7%
09
VOO
VANGUARD S&P 500 ETF
$1M2K1.0%
10
VSGX
VANGUARD ESG INTERNATIONAL STOCK ETF
$1M15K0.9%

Filing history

2026Q2Jun 30
$140M 11.0%
70 positionsView →
2026Q1Mar 31
$126M 1.5%
61 positionsView →
2025Q4Dec 31
$124M 608.0%
62 positionsView →
2025Q3Sep 30
$18M 77.8%
36 positionsView →
2025Q2Jun 30
$79M 24.4%
60 positionsLocked
2025Q1Mar 31
$105M 0.6%
59 positionsLocked
2024Q4Dec 31
$105M
60 positionsLocked