Walled Lake Planning & Wealth Management
$420M 13F equity value
157 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Walled Lake Planning & Wealth Management covers the quarter ended September 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 | 632,442 | $33M | 7.8% |
| BILZ | PIMCO ETF TR | 293,842 | $30M | 7.1% |
| JQUA | J P MORGAN EXCHANGE TRADED F | 380,283 | $28M | 6.7% |
| CAPE | DOUBLELINE ETF TRUST | 819,109 | $25M | 6.0% |
| FMDE | FIDELITY COVINGTON TRUST | 472,707 | $19M | 4.5% |
| USMV | ISHARES TR | 178,089 | $17M | 4.1% |
| RSPH | INVESCO EXCHANGE TRADED FD T | 463,995 | $17M | 4.1% |
| RSP | INVESCO EXCHANGE TRADED FD T | 76,713 | $16M | 3.8% |
| SCHD | SCHWAB STRATEGIC TR | 471,798 | $15M | 3.7% |
| AAPL | APPLE INC | 45,551 | $15M | 3.6% |
Track Walled Lake Planning & Wealth Management's 13F portfolio: $420M in reported holdings, 157 positions. Top holdings and quarterly changes on SentiSense.
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