WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Highland Park, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 396,201
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/20/2026 | 142 | 396,201 | 13F-HR | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC |
| Q1 2026 | 4/30/2026 | 136 | 340,285 | 13F-HR | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC |
| Q4 2025 | 2/12/2026 | 136 | 316,285 | 13F-HR | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC |
| Q3 2025 | 11/12/2025 | 143 | 304,627 | 13F-HR | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC |
| Q2 2025 | 8/12/2025 | 141 | 306,529 | 13F-HR | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 160.8 K | 40.6% | 0 | 61.02 K | -61.02 K |
| ETFs | 235.4 K | 59.4% | 116.9 K | 0 | 116.9 K |
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Fund Snapshot
Q2 2026
Latest filed
7/20/2026
Total value ($000)
396,201
Holdings
142
QoQ value change ($000)
55,916
(16.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.