DOSSIER · 13F-HR · Q3 2026

Mallini Complete Financial Planning LLC

$143M in tracked AUM across 72 positions as of Q3 2026.

MC
CIK 0002049540 · last filed Sep 30, 2026
Total AUM
$143M
as of Q3 2026
Holdings
72
—
positions
Whale Score
68
68
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Mallini Complete Financial Planning LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF
$47M125K32.8%
02
VCRB
VANGUARD CORE BOND ETF
$28M385K19.8%
03
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
$17M200K11.9%
04
VCRM
VANGUARD CORE TAX-EXEMPT BOND ETF
$12M171K8.6%
05
ESGV
VANGUARD ESG U.S. STOCK ETF
$4M29K2.8%
06
EAGG
ISHARES ESG AWARE US AGGREGATE BOND ETF
$3M67K2.1%
07
USAC
USA COMPRESSION PARTNERS LP COM UNIT LTDPAR
$2M92K1.6%
08
CRD/A
CRAWFORD & CO CL A
$2M131K1.1%
09
VOO
VANGUARD S&P 500 ETF
$1M2K1.0%
10
AAPL
APPLE INC COM
$1M4K0.9%

Filing history

2026Q3Sep 30
$143M▲ 1.8%
72 positionsView →
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 positionsLocked
2025Q2Jun 30
$79M▼ 24.4%
60 positionsLocked
2025Q1Mar 31
$105M▼ 0.6%
59 positionsLocked
2024Q4Dec 31
$105M—
60 positionsLocked