WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Q2 2025 13F Holdings
- Locationwinnetka, IL
- Num holdings
141
- Value ($000)
$306,529
- Date Filed08/12/2025
- Form type13F-HR
- CIK0001812177
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
CAPE Doubleline Shiller CAPE US Equity | SHILLER CAPE U S | 25861R204 | $27.77M | 9 % | 872,962 | ||
BILZ Pimco Ultra Short Government ETF | ULTRA SHORT GOVT | 72201R577 | $23.11M | 8 % | 228,396 | ||
JQUA JPMorgan US Quality Factor | US QUALTY FCTR | 46641Q761 | $22.09M | 7 % | 367,802 | ||
USMV iShares MSCI USA Min Vol Factor | MSCI USA MIN VOL | 46429B697 | $16.17M | 5 % | 172,268 | ||
RSPH Invesco S&P 500 Equal Weight Healthcare | S&P500 EQL HLT | 46137V332 | $11.90M | 4 % | 407,726 | ||
SCHD Schwab US Dividend Equity ETF | US DIVIDEND EQ | 808524797 | $11.10M | 4 % | 418,690 | ||
RSP Invesco S&P 500 Equal Weight | S&P500 EQL WGT | 46137V357 | $11.06M | 4 % | 60,843 | ||
AAPL Apple | COM | 037833100 | $9.79M | 3 % | 47,712 | ||
RSPT Invesco S&P 500 Equal Weight Technology | S&P500 EQL TEC | 46137V282 | $8.34M | 3 % | 204,544 | ||
MO Altria Group | COM | 02209S103 | $6.90M | 2 % | 117,756 |
Rows Per Page
10
- 10
- 50
- 100