Portfolio (Quarterly) Guide ↗

Mallini Complete Financial Planning LLC

· CIK 0002049540

13F Portfolio $126M AUM 61 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 3 New 28 Added 8 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	JEPI	JPMORGAN EQUITY PREMIUM INCOME ETF	—	5,075	$290K	0.23%	SOLD
2	PFF	ISHARES PREFERRED & INCOME SECURITIES ETF	—	8,468	$262K	0.21%	SOLD
3	JPIE	JPMORGAN INCOME ETF	—	4,825	$223K	0.18%	SOLD
4	ABBV	ABBVIE INC COM	Healthcare	910	$208K	0.17%	SOLD

Sector Allocation

Financial Services 44.0%

Energy 32.5%

Technology 6.8%

Consumer Cyclical 6.6%

Utilities 3.9%

Real Estate 3.5%

Healthcare 2.7%