Walser Wealth Management Company, A Ltd Liability Co - Portfolio overview

Walser Wealth Management Company, A Ltd Liability Co has 187 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. GLD - SPDR GOLD TR, 20.13%
2. SLV - ISHARES SILVER TR, 12.47%
3. SGOV - ISHARES TR, 5.30%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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