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Walser Wealth Management Company, A Ltd Liability Co

All holdings · as of Dec 31, 2025

145 positions

CompanyClassValueShares% of portfolio
SPDR GOLD TR$53.37M134,66628.1%
ISHARES SILVER TR$36.49M566,36619.2%
ISHARES TR$5.24M52,1552.8%
JANUS DETROIT STR TR$3.56M70,4521.9%
NVIDIA Corp$3.08M16,4891.6%
GOLDMAN SACHS PHYSICAL GOLD$2.60M61,1441.4%
MICROSOFT CORP$2.40M4,9721.3%
FIDELITY WISE ORIGIN BITCOIN$2.28M29,9561.2%
Tesla Inc$1.86M4,1301.0%
VANECK ETF TRUST$1.83M14,7161.0%
Apple Inc.$1.82M6,7121.0%
ISHARES BITCOIN TRUST ETF$1.79M36,0450.9%
GLOBAL X FDS$1.78M41,6980.9%
Amazon.com Inc$1.60M6,9230.8%
Meta Platforms Inc$1.55M2,3420.8%
SPDR SERIES TRUST$1.45M15,8970.8%
CITIGROUP INC$1.36M11,6350.7%
Alphabet Inc.$1.33M4,2590.7%
ELI LILLY & Co$1.33M1,2390.7%
SPROTT FDS TR$1.24M22,6630.7%
CIENA CORP$1.22M5,1970.6%
FIRST TR EXCHANGE-TRADED FD$1.20M47,8030.6%
Robinhood Markets, Inc.$1.13M10,0190.6%
ISHARES TR$1.11M10,0440.6%
JPMORGAN CHASE & CO$1.10M3,4040.6%
ConocoPhillips$1.09M11,6900.6%
EXXON MOBIL CORP$1.09M9,0800.6%
Morgan Stanley$1.08M6,1020.6%
INVESCO EXCHANGE TRADED FD T$1.08M5,6340.6%
BlackRock ETF Trust - iShares International Country Rotation Active ETF$1.05M17,2530.6%
SPDR SERIES TRUST$1.02M17,9210.5%
ORACLE CORP$1.02M5,2130.5%
THE GOLDMAN SACHS GROUP, INC.$991.9K1,1280.5%
iShares MSCI UAE ETF$982.0K3,9230.5%
Vertiv Holdings Co$977.4K6,0330.5%
SPDR S&P 500 ETF TR$976.6K1,4320.5%
SPROTT ASSET MANAGEMENT LP$924.3K39,0820.5%
ASML HOLDING N V$906.3K8470.5%
Visa Inc$884.6K2,5220.5%
FREEPORT-MCMORAN INC$882.3K17,3720.5%
SPROTT ASSET MANAGEMENT LP$880.4K26,6620.5%
MICRON TECHNOLOGY INC$870.7K3,0510.5%
GLOBAL X FDS$867.2K10,3830.5%
DNP SELECT INCOME FUND INCDNPClosed-End Fund$852.2K85,3040.4%
Strategy Inc$847.6K5,5780.4%
GOLD FIELDS LTDGFIADR$833.9K19,1000.4%
INVESCO ACTVELY MNGD ETC FD$799.3K60,3210.4%
ISHARES TR$781.4K8,7550.4%
INVESCO QQQ TR$778.4K1,2670.4%
Alibaba Group Holding LtdBABAADR$769.8K5,2520.4%
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