DOSSIER · 13F-HR · Q2 2026

Walsh & Associates, LLC

$122M in tracked AUM across 245 positions as of Q2 2026.

W&
CIK 0002135144 · last filed Jun 30, 2026
Total AUM
$122M
as of Q2 2026
Holdings
245
positions
Whale Score
56
56
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Walsh & Associates, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IWF
ISHARES RUSSELL
$17M137K13.9%
02
SPYG
STATE STREET
$16M135K13.1%
03
DFUV
DIMENSIONAL US
$12M209K9.4%
04
SPYV
STATE STREET
$11M185K9.2%
05
SPEM
STATE STREET
$7M127K5.4%
06
DFAT
DIMENSIONAL US
$4M58K3.3%
07
SPDW
STATE STREET
$4M72K3.0%
08
MDYG
STATE STREET
$3M26K2.3%
09
NVDA
NVIDIA CORP
$3M14K2.3%
10
AAPL
APPLE INC
$3M9K2.1%

Filing history

2026Q2Jun 30
$122M 21.4%
245 positionsView →
2026Q1Mar 31
$101M 0.6%
287 positionsView →
2025Q4Dec 31
$101M
235 positionsView →