Long-term investor
Walled Lake Planning & Wealth Management, LLC @walledlakeplanningwealth
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001812177).
Record
- Tracked since 2025-06-30 (450 days), 88 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +0.6% · 1 year n/a · all -2.5%
- Max drawdown n/a · win rate 25% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 72201R205 · 8.2% · long · since 2026-06-30
- 72201R577 · 7.2% · long · since 2025-06-30
- 46641Q761 · 6.8% · long · since 2025-06-30
- 25861R204 · 6.6% · long · since 2025-06-30
- 31609A503 · 4.6% · long · since 2026-03-31
- 46429B697 · 4.3% · long · since 2025-06-30
- 46137V357 · 3.9% · long · since 2025-06-30
- 46137V332 · 3.8% · long · since 2025-06-30
- 808524797 · 3.7% · long · since 2025-06-30
- AAPL · 3.4% · long · since 2025-06-30
- 97717Y857 · 2.6% · long · since 2026-03-31
- 72202L363 · 2.4% · long · since 2026-06-30