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Walsh & Associates, LLC

13F Portfolio Filings

  • Most recent 13F
    Q2 2026
  • Location
    sarasota, FL
  • CIK
    0002135144
  • All SEC filings

Q2 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

245

$122.42M
IWF, KRE, DFUV, SPYV
13F-HR
Jul 21, 2026
000213514426000003

287

$100.84M
IWF, KRE, SPYV, DFUV
13F-HR
May 15, 2026
000213514426000002

235

$101.42M
IWF, KRE, SPYV, DFUV
13F-HR
May 14, 2026
000213514426000001