CIK 2049540
Mallini Complete Financial Planning LLC
Institutional 13F holdings & portfolio
Holdings
62
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 51–62 of 62
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GCV | GABELLI CONV & INC SECS FD INC COM | 55K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW COM | 1K | $100K–$500K | PRN |
| VXF | VANGUARD EXTENDED MARKET ETF | 1K | $100K–$500K | PRN |
| JPIE | JPMORGAN INCOME ETF | 5K | $100K–$500K | PRN |
| VLT | INVESCO HIGH INCOME TR II COM | 20K | $100K–$500K | SH |
| ABBV | ABBVIE INC COM | 910 | $100K–$500K | PRN |
| DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | 4K | $100K–$500K | PRN |
| DBL | DOUBLELINE OPPORTUNISTIC CR FD COM | 12K | $100K–$500K | SH |
| EFC | ELLINGTON FINANCIAL INC COM | 11K | $100K–$500K | SH |
| RITM | RITHM CAPITAL CORP COM NEW | 13K | $100K–$500K | SH |
| TCPC | BLACKROCK TCP CAPITAL CORP COM | 24K | $100K–$500K | SH |
| STTK | SHATTUCK LABS INC COM | 23K | $50K–$100K | SH |