WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Highland Park, IL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 316,285
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 298.2 K | 94.3% | 11.66 K | 0 | 11.66 K |
| ETFs | 17.78 K | 5.6% | 275 | 0 | 275 |
| Other | 282 | 0.1% | 3 | 0 | 3 |
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Fund Snapshot
Q4 2025
Latest filed
2/12/2026
Total value ($000)
316,285
Holdings
136
QoQ value change ($000)
11,658
(3.8%)
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.