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Walser Wealth Management Company, A Ltd Liability Co

13F Portfolio Filings

  • Most recent 13F
    Q1 2026
  • Location
    tampa, FL
  • CIK
    0002112280
  • All SEC filings

Q1 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

187

$222.62M
GQ9, SLV, SGOV, URA
13F-HR
Apr 28, 2026
000211228026000009

145

$189.65M
GQ9, SLV, SGOV, JAAA
13F-HR
Feb 23, 2026
000211228026000001