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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 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPGP INVESCO EXCHANGE TRADED FD T 6,250.0 $764K 0.19% -356.0 -5.4% $122.28 +4.2%
22 WFC WELLS FARGO & CO Financial Services 8,882.0 $734K 0.18% -1K -11.5% $82.64 +2.8%
23 IWP ISHARES TR 4,903.0 $718K 0.18% -491.0 -9.1% $146.42 -2.1%
24 XMMO INVESCO EXCHANGE TRADED FD T 4,006.0 $681K 0.17% -2K -33.4% $170.12 -7.7%
25 LLY ELI LILLY & CO Healthcare 568.0 $681K 0.17% -208.0 -26.8% $1199.71 -2.0%
26 IDMO INVESCO EXCH TRADED FD TR II 8,776.0 $529K 0.13% -2K -18.5% $60.29 +4.4%
27 AMD ADVANCED MICRO DEVICES INC Technology 878.0 $510K 0.13% -71.0 -7.5% $580.57 -17.9%
28 IVW ISHARES TR 3,621.0 $498K 0.13% -100.0 -2.7% $137.52 +2.4%
29 DSL DOUBLELINE INCOME SOLUTIONS Financial Services 36,030.0 $398K 0.10% -20K -36.3% $11.06 -3.9%
30 EPD ENTERPRISE PRODS PARTNERS L 10,373.0 $381K 0.10% -250.0 -2.4% $36.76
31 IJK ISHARES TR 3,231.0 $380K 0.10% -60.0 -1.8% $117.50 -1.6%
32 TJX TJX COS INC NEW Consumer Cyclical 2,435.0 $369K 0.09% -561.0 -18.7% $151.50 -11.4%
33 MKTX MARKETAXESS HLDGS INC Financial Services 3,116.0 $354K 0.09% -7K -69.8% $113.49 +43.2%
34 PEP PEPSICO INC Consumer Defensive 2,252.0 $305K 0.08% -138.0 -5.8% $135.37 +3.2%
35 IJR ISHARES TR 1,873.0 $278K 0.07% -28.0 -1.5% $148.28 -1.0%
36 APOS APOLLO GLOBAL MGMT INC 2,302.0 $272K 0.07% -86.0 -3.6% $118.29
37 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 3,222.0 $262K 0.07% -74.0 -2.2% $81.17 -9.7%
38 HYT BLACKROCK CORPOR HI YLD FD I Financial Services 10,750.0 $92K 0.02% -22K -66.7% $8.56 -3.2%
Page 2 of 2  ·  38 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%