Walled Lake Planning & Wealth Management
$396M 13F equity value
147 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Walled Lake Planning & Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| STPZ | PIMCO ETF TR | 605,911 | $32M | 8.2% |
| BILZ | PIMCO ETF TR | 284,589 | $29M | 7.2% |
| JQUA | J P MORGAN EXCHANGE TRADED F | 371,322 | $27M | 6.8% |
| CAPE | DOUBLELINE ETF TRUST | 807,928 | $26M | 6.6% |
| FMDE | FIDELITY COVINGTON TRUST | 446,041 | $18M | 4.6% |
| USMV | ISHARES TR | 174,990 | $17M | 4.3% |
| RSP | INVESCO EXCHANGE TRADED FD T | 71,996 | $15M | 3.9% |
| RSPH | INVESCO EXCHANGE TRADED FD T | 455,121 | $15M | 3.8% |
| SCHD | SCHWAB STRATEGIC TR | 468,335 | $15M | 3.7% |
| AAPL | APPLE INC | 46,928 | $14M | 3.4% |
Track Walled Lake Planning & Wealth Management's 13F portfolio: $396M in reported holdings, 147 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}