Walser Wealth Management Company, A Ltd Liability Co
All 13F Filings
- Location
- Tampa, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 240,711
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 215 | 240,711 | 13F-HR | Walser Wealth Management Company, A Ltd Liability Co |
| Q1 2026 | 4/28/2026 | 187 | 222,614 | 13F-HR | Walser Wealth Management Company, A Ltd Liability Co |
| Q4 2025 | 2/23/2026 | 145 | 189,645 | 13F-HR | Walser Wealth Management Company, A Ltd Liability Co |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 133.7 K | 55.6% | 31.6 K | 0 | 31.6 K |
| ETFs | 104.3 K | 43.3% | 0 | 11.22 K | -11.22 K |
| Debt | 2.705 K | 1.1% | 0 | 2.286 K | -2.286 K |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
240,711
Holdings
215
QoQ value change ($000)
18,097
(8.1%)
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.