Walled Lake Planning & Wealth Management, LLC filed a Form 13F-HR with the Securities and Exchange Commission on October 28, 2026, disclosing its equity holdings as of September 30, 2026. The filing lists 151 distinct positions held by the firm.
The largest position disclosed in the portfolio is Apple Inc., for which the firm holds 45,551 shares. Other notable holdings include Microsoft Corporation with 7,095 shares, and Eli Lilly & Co. with 641 shares. The filing also details positions in major technology and healthcare companies, including Alphabet Inc., Amazon.com Inc., Meta Platforms Inc., and Pfizer Inc.
The portfolio is diversified across various sectors, including energy, financials, and consumer staples. Significant holdings in the financial sector include JPMorgan Chase & Co., Wells Fargo & Co., and Bank of America Corporation. Energy companies such as ExxonMobil Holdings Corp. and Chevron Corporation are also represented.
In addition to individual stocks, the filing includes numerous exchange-traded funds (ETFs). Major ETFs held include the Invesco Exchange Traded Fund Trust S&P 500 Equal Weight Technology, the Invesco QQQ Trust Unit Series 1, and the iShares Core S&P 500 ETF.
