Walled Lake Planning & Wealth Management, LLC - Q12026 Holdings

Walled Lake Planning & Wealth Management, LLC holds 136 stocks with a total portfolio value of $ 340.29M as of Q12026. In Q12026, Walled Lake Planning & Wealth Management, LLC added 11 new positions, increased stakes in 58 stocks, reduced 45 holdings, and fully exited 11 positions. The largest holding is Pimco Ultra Short Government Etf (BILZ), representing 8.28% of the total portfolio.