Walsh & Associates, LLC
All 13F Filings
- Location
- Sarasota, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 122,423
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/21/2026 | 245 | 122,423 | 13F-HR | Walsh & Associates, LLC |
| Q1 2026 | 5/15/2026 | 287 | 100,835 | 13F-HR | Walsh & Associates, LLC |
| Q4 2025 | 5/14/2026 | 235 | 101,416 | 13F-HR | Walsh & Associates, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 85.39 K | 69.8% | 14.78 K | 0 | 14.78 K |
| ETFs | 37.02 K | 30.2% | 6.816 K | 0 | 6.816 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
122,423
Holdings
245
QoQ value change ($000)
21,588
(21.4%)
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.