Sign In
test

Krystle Corbitt

Walsh & Associates, Llc

Assets Managed
$100.835M
Holdings
287
Last Quarter
2026 - Q1
Filed Date
11d ago
Growth Rate
-0.57%(2Q avg: -0.28%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Walsh & Associates, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 287 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 100.835M in assets, with a quarterly growth rate of -0.57% and a 2-quarter average growth rate of -0.28%. The portfolio is managed by Krystle Corbitt, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IWF
Ishares Russell 1000 Growth
Recent Activity
Increased 1.94%
13.69%
$13.795M
32,351 shares@ $426.41 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 1.81%
13.13%
$13.239M
135,216 shares@ $97.92 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Decreased -0.21%
10.31%
$10.386M
183,563 shares@ $56.59 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Increased 3.27%
8.99%
$9.063M
187,026 shares@ $48.46 avg price
SPEM
Spdr Portfolio Emerging Mark
Recent Activity
Increased 1.5%
5.52%
$5.56M
118,531 shares@ $46.92 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Increased 1.72%
2.86%
$2.878M
63,051 shares@ $45.66 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Increased 5.07%
2.55%
$2.57M
41,159 shares@ $62.45 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.23%
2.4%
$2.416M
13,853 shares@ $174.4 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.44%
2.28%
$2.293M
9,034 shares@ $253.8 avg price
MDYG
Spdr S&p 400 Mid Capgrowth E
Recent Activity
Increased 4.27%
1.94%
$1.951M
20,328 shares@ $95.96 avg price

1-10 of 287