Walsh & Associates, LLC - Portfolio overview

Walsh & Associates, LLC has 287 reported holdings in this dataset, with the latest filing dated 2026-05-15.

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. IWF - ISHARES RUSSELL, 13.68%
2. SPYG - STATE STREET, 13.13%
3. SPYV - STATE STREET, 10.30%

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

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