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Portfolio (Quarterly) Guide ↗

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

· CIK 0001812177
13F Portfolio $305M AUM Filed Nov 12, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 143 New
Page 4 of 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NVO Novo Nordisk Healthcare 11,085.0 $615K 0.20% NEW $55.49 -19.6%
62 UTG REAVES UTIL INCOME FD COM SH BEN INT Financial Services 15,385.0 $610K 0.20% NEW $39.62 +5.5%
63 GRNY Fundstrat Granny Shots - US Large Cap 24,363.0 $609K 0.20% NEW $24.99 +6.5%
64 DLY DOUBLELINE YIELD OPPORTUNITIES COM Financial Services 40,142.0 $605K 0.20% NEW $15.08 -7.7%
65 LKQ LKQ Corp Consumer Cyclical 19,401.0 $593K 0.20% NEW $30.54 -18.9%
66 ORCL ORACLE CORP COM Technology 2,081.0 $585K 0.19% NEW $281.23 -33.1%
67 DSL DOUBLELINE INCOME SOLUTIONS FD COM Financial Services 47,445.0 $583K 0.19% NEW $12.28 -12.5%
68 IDMO INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF 10,535.0 $569K 0.19% NEW $53.99 +9.9%
69 BERKSHIRE HATHAWAY INC DEL CL B NEW 1,095.0 $550K 0.18% NEW $502.74
70 LLY ELI LILLY & CO COM Healthcare 715.0 $545K 0.18% NEW $762.49 +29.9%
71 NVDA NVIDIA CORPORATION COM Technology 2,921.0 $545K 0.18% NEW $186.60 +21.9%
72 IAUM ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST Financial Services 14,036.0 $540K 0.18% NEW $38.50 +18.4%
73 EHC ENCOMPASS HEALTH CORP COM Healthcare 4,194.0 $533K 0.17% NEW $127.01 -15.9%
74 SLYG SPDR S&P 600 Small Cap Growth 5,254.0 $496K 0.16% NEW $94.31 +12.2%
75 WMT WALMART INC COM Consumer Defensive 4,768.0 $491K 0.16% NEW $103.07 +27.5%
76 ET ENERGY TRANSFER L P COM UT LTD PTN Energy 28,105.0 $482K 0.16% NEW $17.16 +16.8%
77 HD Home Depot Consumer Cyclical 1,182.0 $479K 0.16% NEW $405.30 -26.3%
78 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 2,612.0 $476K 0.16% NEW $182.42 -27.3%
79 MPLX MPLX LP COM UNIT REP LTD Energy 9,419.0 $470K 0.15% NEW $49.95 +8.9%
80 IVW iShares S&P 500 Growth - ETF 3,866.0 $467K 0.15% NEW $120.73 +13.1%
Page 4 of 8  ·  143 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 26.3%
Healthcare 19.4%
Financial Services 18.0%
Consumer Defensive 10.7%
Industrials 10.0%
Consumer Cyclical 6.6%
Communication Services 4.7%
Real Estate 2.2%
Energy 1.8%
Utilities 0.4%