WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC Q4 2025 Filing
Filed February 12, 2026
Portfolio Value
$316.3M
Holdings
136
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (136 positions)
| Stock | Value |
|---|---|
TMUST-Mobile US Inc. | $318K |
HOODROBINHOOD MKTS INC COM CL A | $311K |
BXBLACKSTONE INC COM | $307K |
GEGeneral Electric | $303K |
TLTWISHARES 20 YEAR TREASURY BOND BUYWRITE STRATEGY ETF | $298K |
GBTCGRAYSCALE BITCOIN TRUST ETF | $296K |
UTFCOHEN & STEERS INFRASTRUCTURE COM | $295K |
FSCOFS CREDIT OPPORTUNITIES CORP COMMON STOCK | $287K |
HYTBLACKROCK CORPOR HI YLD FD INC COM | $287K |
IWFiShares Russell 1000 Growth | $285K |
EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $282K |
FQIDigital Realty Trust | $276K |
AMANTERO MIDSTREAM CORP COM | $268K |
PEGPUBLIC SVC ENTERPRISE GRP INC COM | $264K |
OKEONEOK INC NEW COM | $257K |
BMTABRITISH AMERN TOB PLC SPONSORED ADR | $250K |
GLXYGALAXY DIGITAL INC. CL A | $248K |
CETCENTRAL SECS CORP COM | $247K |
NEMNEWMONT CORP COM | $243K |
SGRYSURGERY PARTNERS INC COM | $241K |
CMCSAComcast | $231K |
EDCONSOLIDATED EDISON INC COM | $231K |
IJRISHARES CORE S&P SMALL CAP ETF | $228K |
DFPFLAHERTY & CRUMRINE DYNAMIC PF SHS | $227K |
BGBBLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN | $224K |
NPFDNUVEEN VRIABL RAT PFD & INM FD COM | $223K |
BAC 7.25 PERP LBANK AMERICA CORP 7.25CNV PFD L | $212K |
PFNPIMCO INCOME STRATEGY FD II COM | $208K |
AMDADVANCED MICRO DEVICES INC COM | $203K |
4I1PHILIP MORRIS INTL INC COM | $203K |
AXPAMERICAN EXPRESS CO COM | $200K |
HIOWESTERN ASSET HIGH INCOME OPPO COM | $189K |
PDTHANCOCK JOHN PREM DIVID FD COM SH BEN INT | $168K |
DNPDNP SELECT INCOME FD INC COM | $105K |
XNROXNEUBERGER REAL ESTATE COM | $99K |
DAVEWDave Inc. - Warrants | $38K |
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