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Manager record

Walled Lake Planning & Wealth Management, Llc

Highland Park, IL · CIK 1812177 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$396.20MReported 13F valueQ2 2026 · as filed
142Holdings listed
+16.4%vs prior quartervalue change includes market moves
5Quarters on record
Jul 20Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $306.5M$306.5MQ2 2025141 holdingsQ3 2025: $304.6M$304.6MQ3 2025143 holdingsQ4 2025: $316.3M$316.3MQ4 2025136 holdingsQ1 2026: $340.3M$340.3MQ1 2026136 holdingsQ2 2026: $396.2M$396.2MQ2 2026142 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 20 2026 13F-HR · period Q2 2026

$396.20M · 142 holdings listed · View original SEC filing ↗
Apr 30 2026 13F-HR · period Q1 2026

$340.29M · 136 holdings listed · View original SEC filing ↗
Feb 12 2026 13F-HR · period Q4 2025

$316.29M · 136 holdings listed · View original SEC filing ↗
Nov 12 2025 13F-HR · period Q3 2025

$304.63M · 143 holdings listed · View original SEC filing ↗
Aug 12 2025 13F-HR · period Q2 2025

$306.53M · 141 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 20, 2026 · Change methodology