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Portfolio (Quarterly) Guide ↗

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

· CIK 0001812177
13F Portfolio $396M AUM 142 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 19 New 56 Added 38 Reduced 13 Exited
Page 2 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 V VISA INC Financial Services 3,958.0 $1.4M 0.34% +108.0 +2.8% $343.07 +10.7%
22 QQQ INVESCO QQQ TR Financial Services 1,843.0 $1.4M 0.34% +433.0 +30.7% $736.54 -2.1%
23 ACN ACCENTURE PLC IRELAND Technology 9,170.0 $1.1M 0.29% +604.0 +7.0% $124.44 +50.6%
24 VTI VANGUARD INDEX FDS 2,974.0 $1.1M 0.28% +18.0 +0.6% $370.07 +2.9%
25 IAUM ISHARES GOLD TRUST MICRO Financial Services 24,358.0 $975K 0.25% +10K +66.4% $40.01 +14.8%
26 VO VANGUARD INDEX FDS 11,347.0 $914K 0.23% +9K +310.1% $80.57 +3.1%
27 NVDA NVIDIA CORPORATION Technology 4,146.0 $830K 0.21% +1K +41.9% $200.08 +13.9%
28 ABBV ABBVIE INC Healthcare 3,250.0 $818K 0.21% +239.0 +7.9% $251.60 +2.6%
29 WTV WISDOMTREE TR 7,978.0 $812K 0.20% +372.0 +4.9% $101.72 +7.0%
30 UTG REAVES UTIL INCOME FD Financial Services 19,260.0 $784K 0.20% +4K +25.2% $40.72 -6.2%
31 GRNY TIDAL TRUST I 26,450.0 $731K 0.18% +2K +8.7% $27.65 +1.6%
32 SLYG SPDR SERIES TRUST 5,409.0 $644K 0.16% +52.0 +1.0% $119.12 -3.0%
33 CSX CSX CORP Industrials 13,321.0 $633K 0.16% +86.0 +0.7% $47.53 +8.4%
34 WMT WALMART INC Consumer Defensive 5,542.0 $628K 0.16% +774.0 +16.2% $113.26 -9.4%
35 MPLX MPLX LP Energy 9,924.0 $559K 0.14% +505.0 +5.4% $56.33 +5.6%
36 ET ENERGY TRANSFER L P Energy 28,340.0 $542K 0.14% +151.0 +0.5% $19.12 +11.8%
37 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 572.0 $535K 0.14% +113.0 +24.6% $934.71 -0.0%
38 JNJ JOHNSON & JOHNSON Healthcare 2,096.0 $532K 0.13% +475.0 +29.3% $254.01 +4.6%
39 TSLA TESLA INC Consumer Cyclical 1,242.0 $522K 0.13% +47.0 +3.9% $420.60 -15.6%
40 GE GE AEROSPACE Industrials 1,301.0 $486K 0.12% +316.0 +32.1% $373.64 -8.3%
Page 2 of 3  ·  56 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.1%
Healthcare 23.4%
Financial Services 15.5%
Consumer Defensive 11.5%
Industrials 10.5%
Consumer Cyclical 5.3%
Communication Services 3.2%
Real Estate 2.6%
Energy 1.4%
Utilities 0.8%