WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Q1 2026 13F Holdings
- Locationhighland park, IL
- Num holdings
136
- Value ($000)
$340,285
- Date Filed 04/30/2026
- Form type13F-HR
- CIK 0001812177
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
Pimco Ultra Short Government ETF | ULTRA SHORT GOVT | 72201R577 | $28.18M | 8 % | 279,132 | ||
Doubleline Shiller CAPE US Equity | SHILLER CAPE U S | 25861R204 | $25.03M | 7 % | 811,372 | ||
JPMorgan US Quality Factor | US QUALTY FCTR | 46641Q761 | $22.35M | 7 % | 364,507 | ||
WisdomTree US Multifactor | US MULTIFACTOR | 97717Y857 | $17.68M | 5 % | 358,110 | ||
iShares MSCI USA Min Vol Factor | MSCI USA MIN VOL | 46429B697 | $15.96M | 5 % | 172,101 | ||
Fidelity Enhanced Mid Cap | ENHANCED MID | 31609A503 | $15.32M | 5 % | 426,130 | ||
Schwab US Dividend Equity ETF | US DIVIDEND EQ | 808524797 | $14.18M | 4 % | 462,196 | ||
Invesco S&P 500 Equal Weight Healthcare | S&P500 EQL HLT | 46137V332 | $13.3M | 4 % | 440,394 | ||
Invesco S&P 500 Equal Weight | S&P500 EQL WGT | 46137V357 | $13.06M | 4 % | 68,058 | ||
Apple | COM | 037833100 | $11.48M | 3 % | 45,234 |
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