WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Highland Park, IL
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 420,437
- Description
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/29/2026 | 151 | 420,437 | 13F-HR | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
220
(0.1% of total reported value)
· QoQ Δ:
+220
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 178.5 K | 42.5% | 17.68 K | 0 | 17.68 K |
| ETFs | 241.8 K | 57.5% | 6.341 K | 0 | 6.341 K |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
10/29/2026
Total value ($000)
420,437
Holdings
151
QoQ value change ($000)
24,236
(6.1%)
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.