Walled Lake Planning & Wealth Management, LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $257 Million distributed in 141 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Barclays Bank PLC with a value of $27.8M, J P Morgan ETF Tr U S Quality with a value of $22.1M, Ishares Msci Usa Min Vol Facto with a value of $16.2M, Schwab Strategic Tr Us Dividen with a value of $11.1M, and Invesco S&P 500 Equal Weight E with a value of $11.1M.
Examining the 13F form we can see an decrease of $805K in the current position value, from $258M to 257M.
Walled Lake Planning & Wealth Management, LLC is based out at Winnetka, IL
Below you can find more details about Walled Lake Planning & Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$257 Million
ETFs: $111 Million
Technology: $43.1 Million
Healthcare: $24.7 Million
Financial Services: $20.5 Million
Consumer Defensive: $17.4 Million
Industrials: $12.9 Million
Consumer Cyclical: $10.5 Million
Communication Services: $6.42 Million
Other: $9.9 Million
Stock Holdings Table Market Cap. of $200 Billions or more
