WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC — 13F holdings

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC reported 142 holdings worth $396M in its 13F filing for Q2 2026, filed July 20, 2026.

Largest positions

1. STPZ PIMCO ETF TR — $32.3M (8.2%)
2. BILZ PIMCO ETF TR — $28.7M (7.2%)
3. JQUA J P MORGAN EXCHANGE TRADED F — $26.8M (6.8%)
4. CAPE DOUBLELINE ETF TRUST — $26.2M (6.6%)
5. FMDE FIDELITY COVINGTON TRUST — $18.1M (4.6%)
6. USMV ISHARES TR — $16.9M (4.3%)
7. RSP INVESCO EXCHANGE TRADED FD T — $15.3M (3.9%)
8. RSPH INVESCO EXCHANGE TRADED FD T — $15.1M (3.8%)
9. SCHD SCHWAB STRATEGIC TR — $14.9M (3.7%)
10. AAPL APPLE INC — $13.6M (3.4%)