13F Insight
DOSSIER · 13F-HR · Q1 2026

Walser Wealth Management Company, A Ltd Liability Co

Walser Wealth Company, A Liability's holding co. based in Greenwich, CT — $223M in tracked AUM across 187 positions as of Q1 2026.

WW
Walser Wealth Company, A Liability·Greenwich, CT·Holding Co.
CIK 0002112280 · last filed Mar 31, 2026
Total AUM
$223M
▼ 7.1%
vs prior
Holdings
187
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
Top sector
Tech
8% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Walser Wealth Management Company, A Ltd Liability Co 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.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
GLD
SPDR GOLD TR
$45M104K20.1%
02
SLV
ISHARES SILVER TR
$28M408K12.5%
03
SGOV
ISHARES TR
$12M117K5.3%
04
URA
GLOBAL X FDS
$6M115K2.5%
05
PDBA
INVESCO ACTVELY MNGD ETC FD
$5M142K2.3%
06
URNM
SPROTT FDS TR
$4M66K1.9%
07
JAAA
JANUS DETROIT STR TR
$4M81K1.8%
08
FCX
FREEPORT MCMORAN INC
$4M66K1.8%
09
NVDA
NVIDIA CORPORATION
$3M18K1.4%
10
WEAT
TEUCRIUM COMMODITY TR
$3M111K1.2%

Filing history

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