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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 4 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SPGP INVESCO EXCHANGE TRADED FD T 6,250.0 $764K 0.19% -356.0 -5.4% $122.28 +4.2%
62 WFC WELLS FARGO & CO Financial Services 8,882.0 $734K 0.18% -1K -11.5% $82.64 +2.8%
63 GRNY TIDAL TRUST I 26,450.0 $731K 0.18% +2K +8.7% $27.65 +1.6%
64 IWP ISHARES TR 4,903.0 $718K 0.18% -491.0 -9.1% $146.42 -2.1%
65 XMMO INVESCO EXCHANGE TRADED FD T 4,006.0 $681K 0.17% -2K -33.4% $170.12 -7.7%
66 LLY ELI LILLY & CO Healthcare 568.0 $681K 0.17% -208.0 -26.8% $1199.71 -2.0%
67 SLYG SPDR SERIES TRUST 5,409.0 $644K 0.16% +52.0 +1.0% $119.12 -3.0%
68 CSX CSX CORP Industrials 13,321.0 $633K 0.16% +86.0 +0.7% $47.53 +8.4%
69 WMT WALMART INC Consumer Defensive 5,542.0 $628K 0.16% +774.0 +16.2% $113.26 -9.4%
70 DLY DOUBLELINE YIELD OPPORTUNITI Financial Services 40,142.0 $565K 0.14% $14.07 -1.5%
71 MPLX MPLX LP Energy 9,924.0 $559K 0.14% +505.0 +5.4% $56.33 +5.6%
72 ET ENERGY TRANSFER L P Energy 28,340.0 $542K 0.14% +151.0 +0.5% $19.12 +11.8%
73 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 572.0 $535K 0.14% +113.0 +24.6% $934.71 -0.0%
74 JNJ JOHNSON & JOHNSON Healthcare 2,096.0 $532K 0.13% +475.0 +29.3% $254.01 +4.6%
75 IDMO INVESCO EXCH TRADED FD TR II 8,776.0 $529K 0.13% -2K -18.5% $60.29 +4.4%
76 TSLA TESLA INC Consumer Cyclical 1,242.0 $522K 0.13% +47.0 +3.9% $420.60 -15.6%
77 SLV ISHARES SILVER TR Financial Services 9,611.0 $514K 0.13% NEW $53.47 +17.4%
78 AMD ADVANCED MICRO DEVICES INC Technology 878.0 $510K 0.13% -71.0 -7.5% $580.57 -17.9%
79 IVW ISHARES TR 3,621.0 $498K 0.13% -100.0 -2.7% $137.52 +2.4%
80 GE GE AEROSPACE Industrials 1,301.0 $486K 0.12% +316.0 +32.1% $373.64 -8.3%
Page 4 of 8  ·  142 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%