Notify me when WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 136 | $316,285,439 | +$7,797,221 | -$4,554,840 | +$3,242,381 | CAPE, BILZ, JQUA, USMV, RSPH | 13F-HR | 12 Feb 2026, 12:15 |
| Q3 2025 | 142 | $304,345,608 | +$8,916,997 | -$23,937,894 | -$15,020,897 | CAPE, BILZ, JQUA, USMV, SCHD | 13F-HR | 12 Nov 2025, 16:28 |
| Q2 2025 | 141 | $306,529,066 | +$37,325,726 | -$23,379,610 | +$13,946,116 | CAPE, BILZ, JQUA, USMV, RSPH | 13F-HR | 12 Aug 2025, 14:43 |
| Q1 2025 | 133 | $281,593,657 | +$30,337,612 | -$14,905,731 | +$15,431,881 | CAPE, USMV, JQUA, SCHD, RSPH | 13F-HR | 07 May 2025, 18:46 |
| Q4 2024 | 131 | $268,746,442 | +$23,146,261 | -$12,113,842 | +$11,032,419 | CAPE, USMV, AAPL, SCHD, RSPH | 13F-HR | 12 Feb 2025, 13:36 |
| Q3 2024 | 132 | $266,267,251 | +$17,300,957 | -$11,730,899 | +$5,570,058 | CAPE, USMV, AAPL, SCHD, RSPH | 13F-HR | 14 Nov 2024, 11:57 |
| Q2 2024 | 124 | $244,853,221 | +$20,886,191 | -$19,930,334 | +$955,857 | CAPE, USMV, AAPL, SCHD, RSPH | 13F-HR | 12 Aug 2024, 13:01 |
| Q1 2024 | 119 | $243,653,599 | +$20,537,862 | -$4,887,067 | +$15,650,795 | CAPE, USMV, SCHD, EUSA, RSPH | 13F-HR | 13 May 2024, 20:09 |
| Q4 2023 | 106 | $215,104,659 | +$5,847,729 | -$9,366,741 | -$3,519,012 | CAPE, USMV, SCHD, EUSA, AAPL | 13F-HR | 13 Feb 2024, 09:34 |
| Q3 2023 | 103 | $199,646,321 | +$18,538,069 | -$5,319,363 | +$13,218,706 | CAPE, USMV, SCHD, EUSA, AAPL | 13F-HR | 14 Nov 2023, 08:40 |
| Q2 2023 | 100 | $205,538,245 | +$14,504,490 | -$9,025,454 | +$5,479,036 | CAPE, SCHD, USMV, AAPL, EUSA | 13F-HR | 11 Aug 2023, 14:48 |
| Q1 2023 | 87 | $190,956,495 | +$59,580,382 | -$16,510,946 | +$43,069,436 | CAPE, SCHD, USMV, LMT, AAPL | 13F-HR | 12 May 2023, 14:10 |
| Q4 2022 | 53 | $146,769,753 | +$31,161,211 | -$43,239,125 | -$12,077,914 | SCHD, USMV, IWL, LMT, GILD | 13F-HR | 13 Feb 2023, 19:52 |
| Q3 2022 | 77 | $143,123,000 | +$20,499,398 | -$7,147,056 | +$13,352,342 | SCHD, AAPL, LMT, IWF, HII | 13F-HR | 01 Nov 2022, 07:54 |
| Q2 2022 | 76 | $145,138,000 | +$8,850,693 | -$11,283,888 | -$2,433,195 | SCHD, LMT, AAPL, IWF, HII | 13F-HR | 09 Aug 2022, 12:25 |
| Q1 2022 | 90 | $168,055,000 | +$26,074,902 | -$25,179,153 | +$895,749 | SCHD, VYM, AAPL, IWF, LMT | 13F-HR | 13 May 2022, 08:59 |
| Q4 2021 | 97 | $172,487,000 | +$12,486,102 | -$19,162,988 | -$6,676,886 | IWF, AAPL, ABBV, CSCO, VYM | 13F-HR | 10 Feb 2022, 16:52 |
| Q3 2021 | 320 | $162,224,000 | +$14,627,285 | -$3,640,202 | +$10,987,083 | IWF, AAPL, VYM, CSCO, ABBV | 13F-HR | 15 Nov 2021, 14:17 |
| Q2 2021 | 309 | $153,724,000 | +$2,396,754 | -$363,759 | +$2,032,995 | IWF, VYM, AAPL, CCI, ABBV | 13F-HR | 16 Aug 2021, 13:37 |
| Q1 2021 | 306 | $144,202,000 | +$3,597,110 | -$1,596,781 | +$2,000,329 | IWF, VYM, ABBV, CSCO, AAPL | 13F-HR | 17 May 2021, 10:26 |
| Q4 2020 | 315 | $131,616,000 | +$1,772,226 | -$5,943,689 | -$4,171,463 | IWF, VYM, AAPL, ABBV, CCI | 13F-HR | 19 Feb 2021, 07:33 |
| Q3 2020 | 334 | $123,293,000 | +$11,979,595 | -$6,461,662 | +$5,517,933 | IWF, VYM, CCI, AAPL, LMT | 13F-HR | 13 Nov 2020, 15:29 |
| Q2 2020 | 331 | $119,426,000 | +$8,746,468 | -$14,249,207 | -$5,502,739 | IWF, CCI, ABBV, CSCO, VYM | 13F-HR | 18 Aug 2020, 11:38 |
| Q1 2020 | 319 | $109,355,000 | +$12,337,637 | -$11,514,483 | +$823,154 | DLR, CCI, VYM, IWF, LMT | 13F-HR | 15 May 2020, 15:49 |
| Q4 2019 | 271 | $138,597,000 | $0 | $0 | $0 | VYM, IWF, LMT, MRK, CSCO | 13F-HR | 15 May 2020, 15:45 |