WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC reported 142 positions worth $396.2M as of June 30, 2026 (13F filed July 20, 2026). Largest holding: STPZ (8.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | STPZ | SH | $32.3M | 8.16% | 605,911 | — | — | |
| ▸ 2 | BILZ | SH | $28.7M | 7.25% | 284,589 | — | — | |
| ▸ 3 | JQUA | SH | $26.8M | 6.77% | 371,322 | — | — | |
| ▸ 4 | CAPE | SH | $26.2M | 6.61% | 807,928 | — | — | |
| ▸ 5 | FMDE | SH | $18.1M | 4.57% | 446,041 | — | — | |
| ▸ 6 | USMV | SH | $16.9M | 4.26% | 174,990 | — | — | |
| ▸ 7 | RSP | SH | $15.3M | 3.87% | 71,996 | — | — | |
| ▸ 8 | RSPH | SH | $15.1M | 3.81% | 455,121 | — | — | |
| ▸ 9 | SCHD | SH | $14.9M | 3.75% | 468,335 | — | — | |
| ▸ 10 | AAPL | SH | $13.6M | 3.43% | 46,928 | — | — |
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Frequently Asked Questions
What stocks does WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC hold as of Q2 2026?
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC reported 142 positions worth $396.2M in its Q2 2026 13F filing. Largest positions: STPZ (8.2%), BILZ (7.2%), JQUA (6.8%), CAPE (6.6%) and FMDE (4.6%).
What did WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.