WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Q4 2025 13F Holdings
- Locationhighland park, IL
- Num holdings
136
- Value ($000)
$316,285
- Date Filed02/12/2026
- Form type13F-HR
- CIK0001812177
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
Doubleline Shiller CAPE US Equity | SHILLER CAPE U S | 25861R204 | $27.14M | 9 % | 841,761 | ||
Pimco Ultra Short Government ETF | ULTRA SHORT GOVT | 72201R577 | $26.62M | 8 % | 264,153 | ||
JPMorgan US Quality Factor | US QUALTY FCTR | 46641Q761 | $22.45M | 7 % | 355,381 | ||
iShares MSCI USA Min Vol Factor | MSCI USA MIN VOL | 46429B697 | $16.3M | 5 % | 173,103 | ||
Invesco S&P 500 Equal Weight Healthcare | S&P500 EQL HLT | 46137V332 | $13.62M | 4 % | 427,644 | ||
Schwab US Dividend Equity ETF | US DIVIDEND EQ | 808524797 | $12.45M | 4 % | 453,950 | ||
Apple | COM | 037833100 | $12.25M | 4 % | 45,054 | ||
Invesco S&P 500 Equal Weight | S&P500 EQL WGT | 46137V357 | $11.69M | 4 % | 61,034 | ||
Invesco S&P 500 Equal Weight Technology | S&P500 EQL TEC | 46137V282 | $8.88M | 3 % | 195,072 | ||
Huntington Ingalls | COM | 446413106 | $8.54M | 3 % | 25,099 |
Rows Per Page
10
- 5
- 10
- 20
- 30
- 50
- 100