Holdings
Walled Lake Planning & Wealth Management, LLC
As of Jun 30, 2026, Walled Lake Planning & Wealth Management, LLC reported 78 positions worth US$134M. Largest: Apple Inc, Altria Group, Inc. and Novartis Ag. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 46,928 | US$13.6M | +1,694 | Jun 30, 2026 |
| Altria Group, Inc. | 115K | US$8.27M | +1,099 | Jun 30, 2026 |
| Novartis Ag | 50,139 | US$7.86M | +137 | Jun 30, 2026 |
| Huntington Ingalls Industries, Inc. | 24,979 | US$6.99M | +131 | Jun 30, 2026 |
| Gilead Sciences, Inc. | 54,276 | US$6.86M | +510 | Jun 30, 2026 |
| Lockheed Martin Corporation | 12,514 | US$6.38M | +185 | Jun 30, 2026 |
| Gsk Plc | 120K | US$6.28M | +968 | Jun 30, 2026 |
| Merck & Company, Inc. | 48,113 | US$6.18M | +669 | Jun 30, 2026 |
| Dollar General Corporation | 42,549 | US$4.9M | +1,011 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 13,111 | US$4.69M | −1,572 | Jun 30, 2026 |