What does WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

Pimco Ultra Short Government ETF

$28M279K8.3%

Doubleline Shiller CAPE US Equity

$25M811K7.4%

JPMorgan US Quality Factor

$22M365K6.6%

WisdomTree US Multifactor

$18M358K5.2%

iShares MSCI USA Min Vol Factor

$16M172K4.7%

Fidelity Enhanced Mid Cap

$15M426K4.5%

Schwab US Dividend Equity ETF

$14M462K4.2%

Invesco S&P 500 Equal Weight Healthcare

$13M440K3.9%

Invesco S&P 500 Equal Weight

$13M68K3.8%

Apple

$11M45K3.4%

Filing history loading…