account_balance
Investment manager · 13F filer · SEC CIK 2135144
Walsh & Associates, LLC
Reported value$130Mas of Sep 30, 2026
Positions261 20 new, 4 sold out
Top 10 weight65.4%IWF alone is 13%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IWFiShares Russell
13.4%
SPYGState Street
13.3%Added +4%
DFUVDimensional US
9.8%Added +11%
SPYVState Street
8.4%Trimmed −3%
SPEMState Street
5.4%Added +6%
SPDWState Street
4.2%Added +50%
DFATDimensional US
3.9%Added +30%
MDYGState Street
2.6%Added +28%
AAPLApple Inc.
2.3%
NVDANVIDIA Corp
2.2%
WINNHarbor Long
1.9%
IWSiShares Russ
1.8%
IWFiShares Russell
13.4%
SPYGState Street
13.3%Added +4%
DFUVDimensional US
9.8%Added +11%
SPYVState Street
8.4%Trimmed −3%
SPEMState Street
5.4%
SPDWState Street
4.2%
DFATDimensional US
3.9%
MDYG2.6%
AAPLNVDAWINN
IWS
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
IWF iShares Russell 13.4% Held
SPYG State Street 13.3% Added +4%
DFUV Dimensional US 9.8% Added +11%
SPYV State Street 8.4% Trimmed −3%
SPEM State Street 5.4% Added +6%
SPDW State Street 4.2% Added +50%
DFAT Dimensional US 3.9% Added +30%
MDYG State Street 2.6% Added +28%
AAPL Apple Inc. 2.3% HeldNVDA NVIDIA Corp 2.2% Trimmed −13%WINN Harbor Long 1.9% Added +34%
IWS iShares Russ 1.8% Added +22%
What changed
Biggest moves since Jun 30, 2026
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