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Portfolio (Quarterly) Guide ↗

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

· CIK 0001812177
13F Portfolio $316M AUM 136 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 4 New 51 Added 22 Reduced 11 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SA SEABRIDGE GOLD INC COM Basic Materials 16,095.0 $476K 0.15% NEW $29.59 +6.7%
2 NEM NEWMONT CORP COM Basic Materials 2,440.0 $244K 0.08% NEW $99.85 +16.5%
3 AMD ADVANCED MICRO DEVICES INC COM Technology 949.0 $203K 0.06% NEW $214.27 +97.9%
4 AXP AMERICAN EXPRESS CO COM Financial Services 541.0 $200K 0.06% NEW $369.87 -15.2%

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 26.0%
Healthcare 21.2%
Financial Services 16.5%
Consumer Defensive 11.0%
Industrials 10.2%
Consumer Cyclical 6.6%
Communication Services 4.1%
Real Estate 1.9%
Energy 1.7%
Basic Materials 0.5%