Walled Lake Planning & Wealth Management, LLC - Q42025 Holdings

Walled Lake Planning & Wealth Management, LLC holds 136 stocks with a total portfolio value of $ 316.29M as of Q42025. In Q42025, Walled Lake Planning & Wealth Management, LLC added 4 new positions, increased stakes in 69 stocks, reduced 31 holdings, and fully exited 11 positions. The largest holding is Doubleline Shiller Cape Us Equity (CAPE), representing 8.58% of the total portfolio.