Walser Wealth Management Company, A Ltd Liability Co, based in Tampa, Florida, has filed its Form 13F-HR for the period ending September 30, 2026. The filing discloses the firm's equity holdings as of the close of the third quarter.
The report lists a total of 217 equity securities held by the firm. The filing indicates that all positions are held in a sole capacity, with no shared voting or dispositive rights reported.
The portfolio includes a mix of large-cap technology companies, such as Microsoft, Apple, NVIDIA, and Broadcom, alongside established industrial and consumer staples names like Caterpillar, Chevron, and Procter & Gamble. The firm also holds significant positions in exchange-traded funds (ETFs), including funds tracking the S&P 500, various bond markets, and commodities such as gold and silver.
Notable individual stock positions include First Majestic Silver Corp, Freeport-McMoRan Inc Class B, and Nuscale Power Corp Class A, alongside significant holdings in Bitcoin-related trusts and physical precious metals.
