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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 5 of 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CSX CSX CORP COM Industrials 12,889.0 $458K 0.15% NEW $35.51 +30.2%
82 MCD MCDONALDS CORP COM Consumer Cyclical 1,496.0 $455K 0.15% NEW $303.82 -7.5%
83 JPC NUVEEN PFD & INCOME OPPORTUNIT COM Financial Services 55,269.0 $453K 0.15% NEW $8.20 -6.0%
84 TJX TJX COS INC NEW COM Consumer Cyclical 2,996.0 $433K 0.14% NEW $144.52 +3.8%
85 VOE Vanguard Mid-Cap Value 2,446.0 $427K 0.14% NEW $174.55 +9.6%
86 COST COSTCO WHSL CORP NEW COM Consumer Defensive 456.0 $422K 0.14% NEW $925.71 +15.0%
87 SPYX SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF 7,318.0 $401K 0.13% NEW $54.85 +9.9%
88 IWV iShares Russell 3000 1,041.0 $395K 0.13% NEW $379.00 +9.9%
89 RLI RLI CORP COM Financial Services 6,002.0 $391K 0.13% NEW $65.22 -20.6%
90 CME CME Financial Services 1,421.0 $384K 0.13% NEW $270.19 +12.5%
91 SPY SPDR S&P 500 ETF TRUST Financial Services 569.0 $379K 0.12% NEW $666.49 +10.5%
92 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 4,212.0 $378K 0.12% NEW $89.77 -34.0%
93 GALAXY DIGITAL INC. CL A 11,108.0 $376K 0.12% NEW $33.81
94 TMUS T-Mobile US Inc. Communication Services 1,540.0 $369K 0.12% NEW $239.41 -20.8%
95 BST BLACKROCK SCIENCE & TECHNOLOGY SHS Financial Services 8,753.0 $362K 0.12% NEW $41.36 +6.3%
96 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 6,278.0 $358K 0.12% NEW $57.10 -1.9%
97 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 2,415.0 $346K 0.11% NEW $143.18 -46.7%
98 GE General Electric Industrials 1,148.0 $345K 0.11% NEW $300.85 -5.3%
99 BX BLACKSTONE INC COM Financial Services 1,984.0 $339K 0.11% NEW $170.82 -31.5%
100 SGRY SURGERY PARTNERS INC COM Healthcare 15,632.0 $338K 0.11% NEW $21.64 -34.8%
Page 5 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%