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Walser Wealth Management Company, A Ltd Liability Co

Q1 2026 13F Holdings

  • Location
    tampa, FL
  • Num holdings

    187

  • Value ($000)

    $222,614

  • Date Filed
    04/28/2026
  • Form type
    13F-HR
  • CIK
    0002112280
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
G
GQ9

SPDR GOLD TR

GOLD SHS
78463V107
$44.82M
20 %

104,158

S
SLV

ISHARES SILVER TR

ISHARES
46428Q109
$27.77M
13 %

407,531

S
SGOV

ISHARES TR

0-3 MNTH TREASRY
46436E718
$11.8M
5 %

117,227

U
URA

GLOBAL X FDS

GLOBAL X URANIUM
37954Y871
$5.58M
3 %

115,234

P
PDBA

INVESCO ACTVELY MNGD ETC FD

AGRI CMDTY STRA
46090F308
$5.17M
2 %

141,880

U
URNM

SPROTT FDS TR

URANIUM MINERS E
85208P303
$4.18M
2 %

66,136

J
JAAA

JANUS DETROIT STR TR

HENDRSON AAA CL
47103U845
$4.07M
2 %

80,797

F
FCX

FREEPORT MCMORAN INC

CL B
35671D857
$3.91M
2 %

66,486

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$3.21M
1 %

18,418

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TEUCRIUM COMMODITY TR

WHEAT FD
88166A870
$2.61M
1 %

110,716

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