Sign In
test

Krystle Corbitt

Walsh & Associates, Llc

Assets Managed
$122.423M
Holdings
245
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
21.41%(2Q avg: 10.42%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Walsh & Associates, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 245 positions.

Assets under management

The assets under management (AUM) of Walsh & Associates, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 122.423M in assets, with a quarterly growth rate of 21.41% and a 2-quarter average growth rate of 10.42%. The portfolio is managed by Krystle Corbitt, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IWF
Ishares Russell 1000 Growth
Recent Activity
Increased 322.87%
13.88%
$16.987M
136,802 shares@ $124.17 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Decreased -0.06%
13.14%
$16.079M
135,126 shares@ $119.0 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Increased 11.99%
9.42%
$11.522M
209,448 shares@ $55.01 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Increased 0.52%
9.17%
$11.216M
184,501 shares@ $60.79 avg price
SPEM
Spdr Portfolio Emerging Mark
Recent Activity
Increased 6.79%
5.36%
$6.554M
126,568 shares@ $51.79 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Increased 42.12%
3.34%
$4.089M
58,493 shares@ $69.91 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Increased 14.03%
2.96%
$3.623M
71,892 shares@ $50.4 avg price
MDYG
Spdr S&p 400 Mid Capgrowth E
Recent Activity
Increased 25.98%
2.35%
$2.87M
25,608 shares@ $112.09 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 1.98%
2.31%
$2.826M
14,126 shares@ $200.09 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.9%
2.1%
$2.564M
8,862 shares@ $289.37 avg price

1-10 of 245