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Walser Wealth Management Company, A Ltd Liability Co

Q2 2026 13F Holdings

  • Location
    tampa, FL
  • Num holdings

    215

  • Value ($000)

    $240,711

  • Date Filed
    07/24/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
G
GQ9

SPDR GOLD TR

GOLD SHS
78463V107
$28.99M
12 %

78,702

S
SLV

ISHARES SILVER TR

ISHARES
46428Q109
$16.21M
7 %

303,186

P
PHYS/U

SPROTT ASSET MANAGEMENT LP

PHYSICAL GOLD TR
85207H104
$8.15M
3 %

270,123

U
URA

GLOBAL X FDS

GLOBAL X URANIUM
37954Y871
$6.35M
3 %

145,243

C
CCO

CAMECO CORP

COM
13321L108
$6.2M
3 %

60,863

S
SGOV

ISHARES TR

0-3 MTH TREASURY
46436E718
$5.41M
2 %

53,721

P
PDBC

INVESCO ACTVELY MNGD ETC FD

OPTIMUM YIELD
46090F100
$4.89M
2 %

307,757

J
JAAA

JANUS DETROIT STR TR

HENDRSON AAA CL
47103U845
$4.84M
2 %

95,866

F
FCX

FREEPORT MCMORAN INC

CL B
35671D857
$4.28M
2 %

68,052

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$3.96M
2 %

19,801

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