Walled Lake Planning & Wealth Management, LLC - Q22026 Holdings

Walled Lake Planning & Wealth Management, LLC holds 142 stocks with a total portfolio value of $ 396.2M as of Q22026. In Q22026, Walled Lake Planning & Wealth Management, LLC added 11 new positions, increased stakes in 77 stocks, reduced 25 holdings, and fully exited 5 positions. The largest holding is Pimco Etf Tr (STPZ), representing 8.16% of the total portfolio.