WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC - Portfolio overview

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC has 153 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Technology.

Largest reported holdings by portfolio allocation

1. BILZ - Pimco Ultra Short Government ETF, 8.15%
2. CAPE - Doubleline Shiller CAPE US Equity, 7.24%
3. JQUA - JPMorgan US Quality Factor, 6.46%

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

Explore securities or join Upside Invest to compare portfolios.