13F Filings History of Walser Wealth Management Company, A Ltd Liability Co

Latest 13F report
Q4 2025 - 23 Feb 2026
Value $
$189,644,557
Signature - Title
Ernest J. C'DeBaca - CCO
Location
Tampa, FL
Summary
This page shows a list of all the recent 13F filings made by Walser Wealth Management Company, A Ltd Liability Co. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Walser Wealth Management Company, A Ltd Liability Co reported 145 stock holdings with total value $189,644,557 as of Q4 2025. Top holdings included GLD, SLV, SGOV, JAAA, and NVDA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 145 $189,644,557 $0 $0 $0 GLD, SLV, SGOV, JAAA, NVDA 13F-HR 23 Feb 2026, 12:04