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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 3 of 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PG PROCTER AND GAMBLE CO COM Consumer Defensive 7,424.0 $1.1M 0.37% NEW $153.65 -7.1%
42 META Meta Platforms Inc. Communication Services 1,448.0 $1.1M 0.35% NEW $734.36 -17.4%
43 VTI VANGUARD TOTAL STOCK MARKET ETF 2,940.0 $965K 0.32% NEW $328.16 +10.5%
44 GOOG Alphabet C Communication Services 3,953.0 $963K 0.32% NEW $243.57 +61.8%
45 IOO iShares S&P Global 100 7,082.0 $850K 0.28% NEW $120.00 +17.8%
46 QQQ INVESCO QQQ TRUST SERIES I Financial Services 1,411.0 $847K 0.28% NEW $600.31 +18.3%
47 MOAT VanEck Morningstar Wide Moat 8,383.0 $831K 0.27% NEW $99.11 +0.4%
48 XMMO INVESCO S&P MIDCAP MOMENTUM ETF 6,005.0 $812K 0.27% NEW $135.23 +20.4%
49 TSLA Tesla Consumer Cyclical 1,803.0 $802K 0.26% NEW $444.72 -5.8%
50 VO Vanguard Mid Cap Index 2,720.0 $799K 0.26% NEW $293.70 -74.0%
51 HPE Hewlett Packard Enterprise Technology 32,383.0 $795K 0.26% NEW $24.56 +35.9%
52 IJH iShares S&P Mid-Cap - ETF 11,912.0 $777K 0.26% NEW $65.26 +10.7%
53 IWP iShares Russell Mid-Cap Growth 5,286.0 $753K 0.25% NEW $142.41 -4.5%
54 WFC Wells Fargo Financial Services 8,874.0 $744K 0.24% NEW $83.82 -12.1%
55 SPGP Invesco S&P 500 GARP 6,518.0 $741K 0.24% NEW $113.62 +2.2%
56 IWR iShares Russell Mid-Cap 7,632.0 $737K 0.24% NEW $96.55 +7.4%
57 XOM EXXON MOBIL CORP COM Energy 6,309.0 $711K 0.23% NEW $112.74 +38.0%
58 ABBV Abbvie Healthcare 3,012.0 $697K 0.23% NEW $231.56 -9.6%
59 FLO Flowers Foods Inc. Consumer Defensive 52,603.0 $686K 0.23% NEW $13.05 -44.3%
60 WTV WisdomTree US Value 7,515.0 $684K 0.23% NEW $91.01 +8.9%
Page 3 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%