Mallini Complete Financial Planning LLC — 13F holdings

Mallini Complete Financial Planning LLC reported 72 holdings worth $143M in its 13F filing for Q3 2026, filed October 6, 2026.

Largest positions

  1. VTI VANGUARD INDEX FDS — $46.8M (32.8%)
  2. VCRB VANGUARD MALVERN FDS — $28.3M (19.8%)
  3. VXUS VANGUARD STAR FDS — $17.0M (11.9%)
  4. VCRM VANGUARD MUN BD FDS — $12.2M (8.6%)
  5. ESGV VANGUARD WORLD FD — $3.93M (2.8%)
  6. EAGG ISHARES TR — $3.01M (2.1%)
  7. USAC USA Compression Partners LP — $2.29M (1.6%)
  8. CRD.A CRAWFORD & CO — $1.63M (1.1%)
  9. VOO VANGUARD INDEX FDS — $1.46M (1.0%)
  10. AAPL APPLE INC — $1.27M (0.9%)