Walsh & Associates, LLC: 13F holdings
CIK 21351442026Q2
| Positions | 245 |
|---|
| Reported value | $122.4m |
|---|
| Filed | 2026-07-21 |
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Change since last quarter
| Positions | 245 (-42 vs prior quarter) |
|---|
| Reported value | $122.4m (+21.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IWF ISHARES RUSSELL | 136,802 | $17.0m | 13.9% |
| SPYG STATE STREET | 135,126 | $16.1m | 13.1% |
| YM=F DIMENSIONAL US | 209,448 | $11.5m | 9.4% |
| SPYV STATE STREET | 184,501 | $11.2m | 9.2% |
| SPEM STATE STREET | 126,568 | $6.6m | 5.4% |
| DIMENSIONAL US | 58,493 | $4.1m | 3.3% |
| EWU STATE STREET | 71,892 | $3.6m | 3.0% |
| MDYG STATE STREET | 25,608 | $2.9m | 2.3% |
| NVDA NVIDIA CORP | 14,126 | $2.8m | 2.3% |
| AAPL APPLE INC | 8,862 | $2.6m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2135144")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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