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Walled Lake Planning & Wealth Management, LLC

CIK:0001812177
Investment Adviser
$669M AUM
141 holdings
Highland Park, IL, USA
Founded:2018
8 employees
Latest filing:Jun 30, 2025

Walled Lake Planning & Wealth Management, LLC is a boutique financial planning and wealth management company

Investment Strategy

Integrated financial planning and wealth management with a focus on personalized strategies

Latest 13F Filing Activity

Walled Lake Planning & Wealth Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 141 equity positions with a total 13F market value of $307M. The fund increased holdings in PIMCO Ultra Short Government Etf, JPMorgan Us Quality Factor, Novo Nordisk among other positions. Walled Lake Planning & Wealth Management, LLC reduced exposure to Vanguard High Dividend Etf, Ishares Russell 1000 Growth, Cisco among others.

Top Buys
B
BILZPimco Ultra Short Government ETF
+$23.1M
J
JQUAJPMorgan US Quality Factor
+$6.3M
N
NVONovo Nordisk
+$2.6M
C
CAPEDoubleline Shiller CAPE US Equity
+$1.4M
R
RSPTInvesco S&P 500 Equal Weight Technology
+$1.3M
Top Sells
V
VYMVanguard High Dividend ETF
-$7.1M
I
IWFiShares Russell 1000 Growth
-$3.8M
C
CSCOCisco
-$2.0M
L
LMTLockheed Martin
-$1.4M
I
IWYiShares Russell Top 200 Growth
-$1.2M

Top Holdings

C
CAPEDoubleline Shiller CAPE US Equity
+9.1%$27.8M
B
BILZPimco Ultra Short Government ETF
+7.5%$23.1M
J
JQUAJPMorgan US Quality Factor
+7.2%$22.1M
U
USMViShares MSCI USA Min Vol Factor
+5.3%$16.2M
R
RYHInvesco S&P 500 Equal Weight Healthcare
+3.9%$11.9M

Equity Positions (141)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
Doubleline Shiller CAPE US Equity9.06%$27.8M872,962$22.96$31.81+$1.4M
Pimco Ultra Short Government ETF7.54%$23.1M228,396$101.20$101.20+$23.1M
JPMorgan US Quality Factor7.21%$22.1M367,802$57.34$60.05+$6.3M
iShares MSCI USA Min Vol Factor5.28%$16.2M172,268$72.54$93.87+$285.1K
Invesco S&P 500 Equal Weight Healthcare3.88%$11.9M407,726$40.35$29.18+$376.6K

Industry Allocation

COMMERCIAL BANKS, NEC
+8.9%
PHARMACEUTICAL PREPARATIONS
+6.8%
ELECTRONIC COMPUTERS
+3.8%
CIGARETTES
+2.6%
SHIP & BOAT BUILDING & REPAIRING
+2.4%