WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC: 13F holdings
CIK 18121772026Q2
| Positions | 142 |
|---|
| Reported value | $396.2m |
|---|
| Filed | 2026-07-20 |
|---|
Change since last quarter
| Positions | 142 (+6 vs prior quarter) |
|---|
| Reported value | $396.2m (+16.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| STPZ PIMCO ETF TR | 605,911 | $32.3m | 8.2% |
| BILZ PIMCO ETF TR | 284,589 | $28.7m | 7.2% |
| JQUA J P MORGAN EXCHANGE TRADED F | 371,322 | $26.8m | 6.8% |
| CAPE DOUBLELINE ETF TRUST | 807,928 | $26.2m | 6.6% |
| FMDE FIDELITY COVINGTON TRUST | 446,041 | $18.1m | 4.6% |
| USMV ISHARES TR | 174,990 | $16.9m | 4.3% |
| RSP INVESCO EXCHANGE TRADED FD T | 71,996 | $15.3m | 3.9% |
| RSPH INVESCO EXCHANGE TRADED FD T | 455,121 | $15.1m | 3.8% |
| SCHD SCHWAB STRATEGIC TR | 468,335 | $14.9m | 3.7% |
| AAPL APPLE INC | 46,928 | $13.6m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1812177")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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