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Portfolio (Quarterly) Guide ↗

Walleye Partners, LLC

· CIK 0002068376
13F Portfolio $88M AUM 59 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 25 Added 14 Reduced 6 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 RSP INVESCO EXCHANGE TRADED FD T 75,732.0 $16.1M 18.37% -19K -19.7% $212.77 +4.2%
2 BN BROOKFIELD CORP Financial Services 134,192.0 $5.7M 6.51% -5K -3.6% $42.59 -1.1%
3 META META PLATFORMS INC Communication Services 7,286.0 $4.1M 4.68% -321.0 -4.2% $563.29 +1.2%
4 HHH HOWARD HUGHES HOLDINGS INC Real Estate 55,651.0 $4.0M 4.54% -2K -2.6% $71.49 -6.3%
5 DFAI DIMENSIONAL ETF TRUST 92,967.0 $3.8M 4.37% -6K -6.4% $41.25 +5.6%
6 IVV ISHARES TR 3,831.0 $2.9M 3.27% -357.0 -8.5% $748.84 +2.8%
7 DFUS DIMENSIONAL ETF TRUST 33,370.0 $2.7M 3.12% -3K -8.8% $81.94 +2.0%
8 IBDS ISHARES TR 24,355.0 $590K 0.67% -15K -38.9% $24.22 -0.1%
9 VMBS VANGUARD SCOTTSDALE FDS 7,863.0 $368K 0.42% -2K -21.0% $46.81 -0.8%
10 IGIB ISHARES TR 6,179.0 $329K 0.37% -2K -26.3% $53.17 -1.3%
11 DSTL ETF SER SOLUTIONS 4,824.0 $289K 0.33% -129.0 -2.6% $59.90 +16.6%
12 LIBERTY LIVE HOLDINGS INC 2,728.0 $288K 0.33% -752.0 -21.6% $105.64
13 IGSB ISHARES TR 4,950.0 $259K 0.30% -3K -35.2% $52.41 -0.4%
14 VIG VANGUARD SPECIALIZED FUNDS 950.0 $225K 0.26% -145.0 -13.2% $236.62 +3.2%

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
Financial Services 42.1%
Technology 23.5%
Communication Services 13.8%
Real Estate 11.9%
Consumer Cyclical 3.9%
Healthcare 2.4%
Utilities 1.6%
Consumer Defensive 0.7%