Institutions / Walled Lake Planning & Wealth Management, LLC
Walled Lake Planning & Wealth Management, LLC
CIK 1812177 · Institution · as of Dec 31, 2025
Portfolio value
$316.29M
Positions
136
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 136 →
| Company | Value | % of portfolio |
|---|---|---|
| Doubleline Shiller CAPE US Equity | $27.14M | 8.6% |
| Pimco Ultra Short Government ETF | $26.62M | 8.4% |
| JPMorgan US Quality Factor | $22.45M | 7.1% |
| iShares MSCI UAE ETF | $16.30M | 5.2% |
| Invesco S&P 500 Equal Weight Healthcare | $13.62M | 4.3% |
| Schwab US Dividend Equity ETF | $12.45M | 3.9% |
| Apple Inc. | $12.25M | 3.9% |
| Invesco S&P 500 Equal Weight | $11.69M | 3.7% |
| Invesco S&P 500 Equal Weight Technology | $8.88M | 2.8% |
| Huntington Ingalls Industries, Inc. | $8.54M | 2.7% |
| Novartis | $6.84M | 2.2% |
| Gilead Sciences, Inc. | $6.61M | 2.1% |
| Altria Group, Inc. | $6.45M | 2.0% |
| Cisco Systems, Inc. | $6.01M | 1.9% |
| Lockheed Martin Corp | $5.93M | 1.9% |
| GlaxoSmithKline | $5.84M | 1.8% |
| Dollar General Corp | $5.50M | 1.7% |
| Merck & Co., Inc. | $4.97M | 1.6% |
| Houlihan Lokey Inc | $4.88M | 1.5% |
| Genpact Ltd | $4.73M | 1.5% |
| Cognizant Technology Solutions Corp | $4.63M | 1.5% |
| Ross Stores, Inc. | $4.35M | 1.4% |
| Vanguard S&P 500 | $3.44M | 1.1% |
| Mastercard Inc | $3.42M | 1.1% |
| Alphabet Inc. | $3.37M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.