Mallini Complete Financial Planning LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 6, 2026, for the 2025 Q4 period, Mallini Complete Financial Planning LLC held in its portfolio 32 assets valued at $124,410,759 (i.e. $124.41M).

The most valuable assets in the portfolio included: VANGUARD TOTAL STOCK MARKET ETF ($43.50M), VANGUARD TOTAL BOND MARKET ETF ($23.57M), and VANGUARD TOTAL INTERNATIONAL STOCK ETF ($14.93M).

The chart below shows the top 10 valuable assets, and the table below shows the top 32 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Mallini Complete Financial Planning LLC Portfolio

VANGUARD TOTAL STOCK MARKET ETF

VANGUARD TOTAL BOND MARKET ETF

VANGUARD TOTAL INTERNATIONAL STOCK ETF

VANGUARD TAX-EXEMPT BOND ETF

VANGUARD ESG U.S. STOCK ETF

ISHARES ESG AWARE US AGGREGATE BOND ETF

USA COMPRESSION PARTNERS LP COM UNIT LTDPAR

VANGUARD ESG INTERNATIONAL STOCK ETF

ARES CAPITAL CORP COM

JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF

Mallini Complete Financial Planning LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
VANGUARD TOTAL STOCK MARKET ETF	129757	43503685	ETF
VANGUARD TOTAL BOND MARKET ETF	318197	23568898	ETF
VANGUARD TOTAL INTERNATIONAL STOCK ETF	197932	14932004	ETF
VANGUARD TAX-EXEMPT BOND ETF	245332	12337746	ETF
VANGUARD ESG U.S. STOCK ETF	27448	3320110	ETF
ISHARES ESG AWARE US AGGREGATE BOND ETF	59092	2827552	ETF
USA COMPRESSION PARTNERS LP COM UNIT LTDPAR	93810	2157641	Stock
VANGUARD ESG INTERNATIONAL STOCK ETF	14815	1061050	ETF
ARES CAPITAL CORP COM	39543	799955	CEF
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF	14902	759125	ETF
PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND	14100	738981	ETF
GUGGENHEIM STRATEGIC OPPORTUN COM SBI	46833	603214	CEF
ENERGY TRANSFER L P COM UT LTD PTN	36442	600941	Stock
CORNERSTONE TOTAL RETURN FD IN COM	71906	575968	CEF
JPMORGAN MUNICIPAL ETF	10600	535300	ETF
PIMCO INCOME STRATEGY FD II COM	54489	408668	CEF
FRANKLIN DYNAMIC MUNICIPAL BOND ETF	15339	381482	ETF
PIMCO DYNAMIC INCOME FD SHS	19327	342291	CEF
EATON VANCE LIMITED DURATION I COM	34051	337446	CEF
SIXTH STREET SPECIALTY LENDING COM	15464	335885	CEF
FLAHERTY & CRUMRINE TOTAL RETU COM	18391	321850	CEF
PGIM HIGH YIELD BOND FUND INC COM	21857	316275	CEF
HANCOCK JOHN PFD INCOME FD SH BEN INT	17407	281829	CEF
PENNYMAC MTG INVT TR COM	18765	235503	REIT
BROOKFIELD REAL ASSETS INCOME SHS BEN INT	17695	229335	CEF
GABELLI CONV & INC SECS FD INC COM	54996	228234	CEF
INVESCO HIGH INCOME TR II COM	19542	218293	CEF
DOUBLELINE OPPORTUNISTIC CR FD COM	12414	189313	CEF
ELLINGTON FINANCIAL INC COM	11106	150824	REIT
RITHM CAPITAL CORP COM NEW	13084	142616	REIT
BLACKROCK TCP CAPITAL CORP COM	24003	131298	CEF
SHATTUCK LABS INC COM	22632	82606	Stock