Portfolio (Quarterly) Guide ↗

Mallini Complete Financial Planning LLC

· CIK 0002049540

13F Portfolio $140M AUM 70 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 11 New 23 Added 10 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	XOM	EXXON MOBIL CORP COM	Energy	2,015	$342K	0.27%	SOLD
2	CVX	CHEVRON CORPORATION COM	Energy	1,477	$306K	0.24%	SOLD

Sector Allocation

Financial Services 46.2%

Energy 27.0%

Technology 7.7%

Consumer Cyclical 7.4%

Healthcare 4.4%

Utilities 3.8%

Real Estate 3.5%