account_balance
Investment manager · 13F filer · SEC CIK 1812177
Walled Lake Planning & Wealth Management, LLC
Reported value$420Mas of Sep 30, 2026
Positions150 15 new, 7 sold out
Top 10 weight51.4%STPZ alone is 8%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
STPZPimco ETF Tr
7.8%Added +4%
BILZPimco ETF Tr
7.1%Added +3%
JQUAJ P Morgan Exchange Traded F
6.7%Added +2%
CAPEDoubleline ETF Trust
6.0%
FMDEFidelity Covington Trust
4.5%Added +6%
USMViShares Tr
4.1%
RSPHInvesco Exchange Traded Fd T
4.1%
RSPInvesco Exchange Traded Fd T
3.8%Added +7%
SCHDSchwab Strategic Tr
3.7%
AAPLApple Inc.
3.6%Trimmed −3%
USMFWisdomtree Tr
2.4%
MFUSPimco Equity Ser
2.4%+10%
STPZPimco ETF Tr
7.8%Added +4%
BILZPimco ETF Tr
7.1%Added +3%
JQUAJ P Morgan Exchange Traded F
6.7%Added +2%
CAPEDoubleline ETF Trust
6.0%
FMDEFidelity Covington Trust
4.5%+6%
USMViShares Tr
4.1%
RSPHInvesco Exchange Traded Fd T
4.1%
RSPInvesco Exchange Traded Fd T
3.8%
SCHDSchwab Strategic Tr
3.7%
AAPLApple Inc.
3.6%
USMF2.4%
MFUS2.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
STPZ Pimco ETF Tr 7.8% Added +4%
BILZ Pimco ETF Tr 7.1% Added +3%
JQUA J P Morgan Exchange Traded F 6.7% Added +2%
CAPE Doubleline ETF Trust 6.0% Held
FMDE Fidelity Covington Trust 4.5% Added +6%
USMV iShares Tr 4.1% Held
RSPH Invesco Exchange Traded Fd T 4.1% Held
RSP Invesco Exchange Traded Fd T 3.8% Added +7%
SCHD Schwab Strategic Tr 3.7% Held
AAPL Apple Inc. 3.6% Trimmed −3%USMF Wisdomtree Tr 2.4% Held
MFUS Pimco Equity Ser 2.4% Added +10%
What changed
Biggest moves since Jun 30, 2026
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