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Howard Klieger

Walled Lake Planning & Wealth Management, Llc

Assets Managed
$396.201M
Holdings
142
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
16.44%(2Q avg: 12.02%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Walled Lake Planning & Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 142 positions.

Assets under management

The assets under management (AUM) of Walled Lake Planning & Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 396.201M in assets, with a quarterly growth rate of 16.44% and a 2-quarter average growth rate of 12.02%. The portfolio is managed by Howard Klieger, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
STPZ
Pimco 1-5 Year Us Tips Index
Recent Activity
New Position
8.16%
$32.319M
605,911 shares@ $53.34 avg price
BILZ
Pimco Ultra Shrt Govt Active
Recent Activity
Increased 1.96%
7.25%
$28.724M
284,589 shares@ $100.94 avg price
JQUA
Jpmorgan Us Quality Factor
Recent Activity
Increased 1.87%
6.78%
$26.839M
371,322 shares@ $72.28 avg price
CAPE
Doubleline Shiller Cape Us
Recent Activity
Decreased -0.42%
6.62%
$26.207M
807,928 shares@ $32.44 avg price
FMDE
Fidelity Enhanced Md Cp Etf
Recent Activity
Increased 4.68%
4.57%
$18.1M
446,041 shares@ $40.59 avg price
USMV
Ishares Msci Usa Min Vol Fac
Recent Activity
Increased 1.68%
4.27%
$16.88M
174,990 shares@ $96.47 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 5.79%
3.87%
$15.319M
71,996 shares@ $212.77 avg price
RSPH
Invesco S&p 500 Equal Weight
Recent Activity
Increased 3.35%
3.82%
$15.105M
455,121 shares@ $33.2 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 1.33%
3.75%
$14.851M
468,335 shares@ $31.71 avg price
AAPL
Apple Inc
Recent Activity
Increased 3.75%
3.43%
$13.579M
46,928 shares@ $289.36 avg price

1-10 of 142