Mallini Complete Financial Planning LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists the firm’s principal executive officer, Lia Bertelson, as the contact person for the Gainesville, Florida-based firm.
The report details a portfolio consisting of 72 separate securities. The largest holding in the portfolio is the Vanguard Core Bond ETF, for which the firm reported ownership of 384,501 shares. The firm also holds significant positions in the Vanguard Total International Stock ETF (199,512 shares) and the Vanguard Core Tax-Exempt Bond ETF (170,666 shares).
The filing indicates that the firm holds a mix of exchange-traded funds and individual stocks. Notable individual stock positions include Crawford & Co., USA Compression Partners LP, and Shattuck Labs Inc. The firm’s equity exposure is distributed across various sectors, with significant representation in energy, financials, and technology.
The portfolio is diversified across multiple asset classes, including domestic and international equities, as well as various bond funds. The filing does not disclose the total value of the portfolio, only the number of shares held for each security.
