WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Q2 2026 13F Holdings
- Locationhighland park, IL
- Num holdings
142
- Value ($000)
$396,201
- Date Filed 07/20/2026
- 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 Q2 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
PIMCO ETF TR | 1-5 US TIP IDX | 72201R205 | $32.32M | 8 % | 605,911 | ||
PIMCO ETF TR | ULTR SH GO AC FD | 72201R577 | $28.72M | 7 % | 284,589 | ||
J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | $26.84M | 7 % | 371,322 | ||
DOUBLELINE ETF TRUST | SHIL CAP U S ETF | 25861R204 | $26.21M | 7 % | 807,928 | ||
FIDELITY COVINGTON TRUST | ENH MID COR ETF | 31609A503 | $18.1M | 5 % | 446,041 | ||
ISHARES TR | MSCI USA MIN ETF | 46429B697 | $16.88M | 4 % | 174,990 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $15.32M | 4 % | 71,996 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 EQL HLT | 46137V332 | $15.11M | 4 % | 455,121 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $14.85M | 4 % | 468,335 | ||
APPLE INC | COM | 037833100 | $13.58M | 3 % | 46,928 |
Rows Per Page
10
- 10
- 50
- 100