BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener
Sign in Register
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
Page 3 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GOOG Alphabet C Communication Services 4,092.0 $1.3M 0.41% +139.0 +3.5% $313.84 +26.6%
42 IBM International Business Machines Technology 4,308.0 $1.3M 0.40% -234.0 -5.2% $296.23 -26.3%
43 PG PROCTER AND GAMBLE CO COM Consumer Defensive 7,439.0 $1.1M 0.34% $143.30 -0.4%
44 HPQ HP Inc. Technology 45,958.0 $1.0M 0.32% -2K -3.8% $22.28 -6.8%
45 VTI VANGUARD TOTAL STOCK MARKET ETF 2,956.0 $991K 0.31% +16.0 +0.5% $335.31 +8.2%
46 META Meta Platforms Inc. Communication Services 1,449.0 $957K 0.30% $660.27 -6.3%
47 WFC Wells Fargo Financial Services 10,034.0 $935K 0.30% +1K +13.1% $93.20 -20.8%
48 IOO iShares S&P Global 100 6,983.0 $885K 0.28% -99.0 -1.4% $126.68 +11.1%
49 QQQ INVESCO QQQ TRUST SERIES I Financial Services 1,410.0 $866K 0.27% $614.28 +15.4%
50 MOAT VanEck Morningstar Wide Moat 8,154.0 $844K 0.27% -229.0 -2.7% $103.56 -4.1%
51 LLY ELI LILLY & CO COM Healthcare 776.0 $834K 0.26% +61.0 +8.5% $1074.29 -6.3%
52 XMMO INVESCO S&P MIDCAP MOMENTUM ETF 6,012.0 $832K 0.26% $138.46 +18.3%
53 VO Vanguard Mid Cap Index 2,767.0 $803K 0.25% +47.0 +1.7% $290.21 -73.6%
54 IJH iShares S&P Mid-Cap - ETF 11,977.0 $790K 0.25% +65.0 +0.6% $66.00 +9.4%
55 XOM EXXON MOBIL CORP COM Energy 6,557.0 $789K 0.25% +248.0 +3.9% $120.35 +27.0%
56 HPE Hewlett Packard Enterprise Technology 32,417.0 $779K 0.25% $24.02 +42.1%
57 SPGP Invesco S&P 500 GARP 6,606.0 $752K 0.24% +88.0 +1.4% $113.87 +1.8%
58 IWR iShares Russell Mid-Cap 7,751.0 $746K 0.24% +119.0 +1.6% $96.28 +7.7%
59 IWP iShares Russell Mid-Cap Growth 5,394.0 $739K 0.23% +108.0 +2.0% $136.94 -0.6%
60 WTV WisdomTree US Value 7,606.0 $710K 0.22% +91.0 +1.2% $93.31 +6.0%
Page 3 of 7  ·  136 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 26.0%
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%