Walser Wealth Management Company, A Ltd Liability Co
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2112280
Institutional-grade research for retail investors
13F Reported Value
ⓘ$222.6M
Holdings
187
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Walser Wealth Management Company, A Ltd Liability Co disclosed 187 positions worth $222.6M in its Form 13F-HR for Q1 2026, led by $GLD (SPDR GOLD TRUST) at 20.1% of the equity portfolio, followed by $SLV. During the quarter the fund opened 65 new positions and exited 22. The portfolio is most concentrated in Financials (42.2% of disclosed assets). All figures are sourced directly from Walser Wealth Management Company, A Ltd Liability Co’s Form 13F-HR filing with the SEC under CIK 2112280.
Sector Allocation
FinancialsOtherTechnologyMaterialsIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$44.8M104,158 sh - —
Quality
$27.8M407,531 sh ISHARES TR
—Quality
$11.8M117,227 sh- —
Quality
$5.6M115,234 sh INVESCO ACTVELY MNGD ETC FD
—Quality
$5.2M141,880 sh- —
Quality
$4.2M66,136 sh JANUS DETROIT STR TR
—Quality
$4.1M80,797 sh- 73.1
Quality
$3.9M66,486 sh - 90.2
Quality
$3.2M18,418 sh TEUCRIUM COMMODITY TR
—Quality
$2.6M110,716 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 SPDR GOLD TRUST$GLD | — | $44.8M | 104,158 |
 iShares Silver Trust$SLV | — | $27.8M | 407,531 |
| ISHARES TR | — | $11.8M | 117,227 |
 Full Truck Alliance Co. Ltd.$YMM | — | $5.6M | 115,234 |
| INVESCO ACTVELY MNGD ETC FD | — | $5.2M | 141,880 |
 SPROTT INC.$SII | — | $4.2M | 66,136 |
| JANUS DETROIT STR TR | — | $4.1M | 80,797 |
 FREEPORT-MCMORAN INC$FCX | 73.1 | $3.9M | 66,486 |
 NVIDIA CORP$NVDA | 90.2 | $3.2M | 18,418 |
| TEUCRIUM COMMODITY TR | — | $2.6M | 110,716 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Walser Wealth Management Company, A Ltd Liability Co's 187 positions.
Showing top 10 of 187 holdings.
Sector Allocation
Financials
$94.0M
Other
$52.7M
Technology
$31.6M
Materials
$14.1M
Industrials
$7.7M
Healthcare
$5.1M
Consumer Staples
$4.3M
Utilities
$4.2M
Full Holdings — Walser Wealth Management Company, A Ltd Liability Co (Q1 2026)
All 187 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $GLD | SPDR GOLD TRUST | $44.8M | 20.1% | -23% | — |
| 2 | $SLV | iShares Silver Trust | $27.8M | 12.5% | -28% | — |
| 3 | — | ISHARES TR | $11.8M | 5.3% | +125% | — |
| 4 | $YMM | Full Truck Alliance Co. Ltd. | $5.6M | 2.5% | +176% | — |
| 5 | — | INVESCO ACTVELY MNGD ETC FD | $5.2M | 2.3% | NEW | — |
| 6 | $SII | SPROTT INC. | $4.2M | 1.9% | +192% | — |
| 7 | — | JANUS DETROIT STR TR | $4.1M | 1.8% | +15% | — |
| 8 | $FCX | FREEPORT-MCMORAN INC | $3.9M | 1.8% | +283% | 73.1 |
| 9 | $NVDA | NVIDIA CORP | $3.2M | 1.4% | +12% | 90.2 |
| 10 | — | TEUCRIUM COMMODITY TR | $2.6M | 1.2% | NEW | — |
| 11 |  $MSFT | MICROSOFT CORP | $2.6M | 1.2% | +41% | 83.7 |
| 12 |  $AAPL | Apple Inc. | $2.5M | 1.1% | +49% | 76.1 |
| 13 | — | TEUCRIUM COMMODITY TR | $2.4M | 1.1% | NEW | — |
| 14 | — | ISHARES TR | $2.3M | 1.0% | +225% | — |
| 15 | — | VANECK ETF TRUST | $2.3M | 1.0% | +18% | — |
| 16 |  $SCCO | SOUTHERN COPPER CORP/ | $2.2M | 1.0% | NEW | 86.6 |
| 17 |  $CCJ | CAMECO CORP | $2.2M | 1.0% | +459% | — |
| 18 |  $CIEN | CIENA CORP | $2.1M | 0.9% | +3% | 70.7 |
| 19 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $1.9M | 0.8% | +8% | — |
| 20 |  $TSLA | Tesla, Inc. | $1.8M | 0.8% | +19% | 50.1 |
| 21 |  $XOM | EXXON MOBIL CORP | $1.8M | 0.8% | +14% | 61.8 |
| 22 |  $AAAU | Goldman Sachs Physical Gold ETF | $1.7M | 0.8% | -41% | — |
| 23 |  $VRT | Vertiv Holdings Co | $1.5M | 0.7% | -1% | 82.7 |
| 24 |  $ERO | Ero Copper Corp. | $1.5M | 0.7% | NEW | — |
| 25 |  $AMZN | AMAZON COM INC | $1.5M | 0.7% | +1% | 74.6 |
| 26 |  $C | CITIGROUP INC | $1.4M | 0.7% | +10% | 54.8 |
| 27 |  $GOOG | Alphabet Inc. | $1.4M | 0.7% | +17% | 80.2 |
| 28 |  $META | Meta Platforms, Inc. | $1.4M | 0.6% | +3% | 80.9 |
| 29 |  $GFI | GOLD FIELDS LTD | $1.3M | 0.6% | +52% | — |
| 30 |  $IBIT | iShares Bitcoin Trust ETF | $1.2M | 0.6% | -11% | — |
| 31 |  $MS | MORGAN STANLEY | $1.2M | 0.6% | +21% | — |
| 32 |  $LLY | ELI LILLY & Co | $1.2M | 0.5% | +2% | 89.3 |
| 33 |  $MU | MICRON TECHNOLOGY INC | $1.1M | 0.5% | +10% | 88.4 |
| 34 |  $UNH | UNITEDHEALTH GROUP INC | $1.1M | 0.5% | +82% | 66.8 |
| 35 | — | FIRST TR EXCHANGE-TRADED FD | $1.1M | 0.5% | -8% | — |
| 36 |  $JPM | JPMORGAN CHASE & CO | $1.1M | 0.5% | +12% | 35.6 |
| 37 |  $GS | GOLDMAN SACHS GROUP INC | $1.1M | 0.5% | +17% | — |
| 38 |  $AA | Alcoa Corp | $1.1M | 0.5% | NEW | 66.2 |
| 39 |  $SPY | SPDR S&P 500 ETF TRUST | $1.1M | 0.5% | +19% | — |
| 40 | — | ISHARES TR | $1.1M | 0.5% | +169% | — |
| 41 |  $PSLV | Sprott Physical Silver Trust | $1.1M | 0.5% | +14% | — |
| 42 |  $ORCL | ORACLE CORP | $1.1M | 0.5% | +39% | 67.2 |
| 43 |  $VZ | VERIZON COMMUNICATIONS INC | $1.0M | 0.5% | +92% | 71.6 |
| 44 | — | VANGUARD WORLD FD | $1.0M | 0.5% | +28% | — |
| 45 |  $HOOD | Robinhood Markets, Inc. | $1.0M | 0.5% | +45% | 75.8 |
| 46 |  $ASML | ASML HOLDING NV | $955,433 | 0.4% | -15% | — |
| 47 |  $V | VISA INC. | $954,830 | 0.4% | +25% | 83.5 |
| 48 | — | SPDR SERIES TRUST | $922,791 | 0.4% | -37% | — |
| 49 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $849,765 | 0.4% | +16% | — |
| 50 |  $MO | ALTRIA GROUP, INC. | $790,860 | 0.4% | +93% | 72.1 |
| 51 |  $MSTR | Strategy Inc | $787,488 | 0.3% | +13% | 25.4 |
| 52 |  $PHYS | Sprott Physical Gold Trust | $784,358 | 0.3% | -17% | — |
| 53 |  $NOW | ServiceNow, Inc. | $762,849 | 0.3% | +291% | 76 |
| 54 | — | ISHARES TR | $752,223 | 0.3% | -32% | — |
| 55 |  $PANW | Palo Alto Networks Inc | $752,061 | 0.3% | +56% | 66.5 |
| 56 |  $RTX | RTX Corp | $725,841 | 0.3% | +49% | 70 |
| 57 | — | ISHARES TR | $718,831 | 0.3% | NEW | — |
| 58 | — | BLACKROCK ETF TRUST | $704,333 | 0.3% | -30% | — |
| 59 |  $GIS | GENERAL MILLS INC | $700,022 | 0.3% | +169% | 64.1 |
| 60 |  $IVZ | Invesco Ltd. | $689,348 | 0.3% | -36% | — |
| 61 |  $BABA | Alibaba Group Holding Ltd | $677,821 | 0.3% | +3% | — |
| 62 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $676,593 | 0.3% | +47% | — |
| 63 |  $CEG | Constellation Energy Corp | $672,546 | 0.3% | +100% | 62.5 |
| 64 | — | FIRST TR EXCHNG TRADED FD VI | $670,571 | 0.3% | +142% | — |
| 65 |  $AMGN | AMGEN INC | $661,787 | 0.3% | +17% | 79.5 |
| 66 | — | SPDR SERIES TRUST | $648,992 | 0.3% | -36% | — |
| 67 |  $AVGO | Broadcom Inc. | $626,916 | 0.3% | +3% | 86.4 |
| 68 |  $PLTR | Palantir Technologies Inc. | $617,893 | 0.3% | +58% | 85.8 |
| 69 |  $LNG | Cheniere Energy, Inc. | $617,782 | 0.3% | +14% | 48.4 |
| 70 | — | ISHARES TR | $602,728 | 0.3% | -36% | — |
| 71 |  $CAT | CATERPILLAR INC | $599,556 | 0.3% | +1% | 67.8 |
| 72 |  $BMY | BRISTOL MYERS SQUIBB CO | $591,846 | 0.3% | NEW | 70.1 |
| 73 | — | ISHARES TR | $581,612 | 0.3% | NEW | — |
| 74 |  $OKLO | Oklo Inc. | $577,384 | 0.3% | +284% | — |
| 75 |  $HRL | HORMEL FOODS CORP /DE/ | $551,207 | 0.3% | +65% | 58.4 |
| 76 |  $UPS | UNITED PARCEL SERVICE INC | $543,570 | 0.2% | +75% | 58.2 |
| 77 |  $DNP | DNP SELECT INCOME FUND INC | $541,753 | 0.2% | -38% | — |
| 78 |  $IAU | ISHARES GOLD TRUST | $537,512 | 0.2% | -8% | — |
| 79 |  $SO | SOUTHERN CO | $534,314 | 0.2% | +11% | 65.1 |
| 80 | — | ISHARES TR | $529,867 | 0.2% | NEW | — |
| 81 |  $CVX | CHEVRON CORP | $529,571 | 0.2% | +93% | 54.7 |
| 82 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $507,784 | 0.2% | +32% | 66.7 |
| 83 |  $NFLX | NETFLIX INC | $502,772 | 0.2% | +60% | 86.7 |
| 84 | — | ISHARES TR | $496,473 | 0.2% | -24% | — |
| 85 | — | ISHARES TR | $489,839 | 0.2% | -13% | — |
| 86 |  $WMB | WILLIAMS COMPANIES, INC. | $472,237 | 0.2% | -17% | 72.8 |
| 87 |  $MA | Mastercard Inc | $466,878 | 0.2% | +14% | 81.7 |
| 88 |  $MRK | Merck & Co., Inc. | $449,961 | 0.2% | +61% | 70.9 |
| 89 |  $TROW | PRICE T ROWE GROUP INC | $447,116 | 0.2% | NEW | 75.8 |
| 90 |  $GEV | GE Vernova Inc. | $445,657 | 0.2% | -30% | 70.1 |
| 91 |  $UVV | UNIVERSAL CORP /VA/ | $443,333 | 0.2% | NEW | 70.3 |
| 92 |  $CRM | Salesforce, Inc. | $434,046 | 0.2% | +24% | 75.2 |
| 93 | — | VANGUARD SCOTTSDALE FDS | $430,874 | 0.2% | -21% | — |
| 94 |  $CPB | CAMPBELL'S Co | $410,919 | 0.2% | NEW | 54.5 |
| 95 |  $BRK.B | BERKSHIRE HATHAWAY INC | $403,948 | 0.2% | +32% | 64.5 |
| 96 |  $TGT | TARGET CORP | $395,944 | 0.2% | NEW | 53.1 |
| 97 |  $LRCX | LAM RESEARCH CORP | $394,826 | 0.2% | -17% | 82.4 |
| 98 |  $COHR | COHERENT CORP. | $389,473 | 0.2% | NEW | 64 |
| 99 | — | DOUBLELINE ETF TRUST | $370,993 | 0.2% | NEW | — |
| 100 | — | FIRST TR EXCHANGE-TRADED FD | $369,423 | 0.2% | -41% | — |
| 101 |  $GLW | CORNING INC /NY | $369,120 | 0.2% | NEW | 72.7 |
| 102 |  $GOOGL | Alphabet Inc. | $367,944 | 0.2% | +25% | 80.2 |
| 103 |  $T | AT&T INC. | $366,883 | 0.2% | +11% | 71.9 |
| 104 | — | DIREXION SHARES ETF TRUST | $365,712 | 0.2% | NEW | — |
| 105 |  $VALE | Vale S.A. | $363,926 | 0.2% | +7% | — |
| 106 |  $NRG | NRG ENERGY, INC. | $359,672 | 0.2% | NEW | 59.5 |
| 107 | — | VANGUARD STAR FDS | $358,733 | 0.2% | +58% | — |
| 108 |  $VST | Vistra Corp. | $353,827 | 0.2% | +40% | 62.9 |
| 109 |  $COP | CONOCOPHILLIPS | $349,661 | 0.2% | -77% | 74.8 |
| 110 | — | DOUBLELINE ETF TRUST | $349,590 | 0.2% | NEW | — |
| 111 |  $WMT | Walmart Inc. | $349,116 | 0.2% | -29% | 63.2 |
| 112 |  $SJM | J M SMUCKER Co | $340,754 | 0.1% | NEW | 46.4 |
| 113 |  $SMR | NUSCALE POWER Corp | $339,119 | 0.1% | NEW | 26.6 |
| 114 |  $PG | PROCTER & GAMBLE Co | $338,226 | 0.1% | -33% | 72.9 |
| 115 |  $ABBV | AbbVie Inc. | $336,233 | 0.1% | NEW | 59.3 |
| 116 |  $GE | GENERAL ELECTRIC CO | $325,309 | 0.1% | NEW | 74.8 |
| 117 |  $OZ | Belpointe PREP, LLC | $321,966 | 0.1% | +0% | 34.8 |
| 118 |  $CLX | CLOROX CO /DE/ | $321,925 | 0.1% | NEW | 63.5 |
| 119 |  $HPQ | HP INC | $318,406 | 0.1% | NEW | 58.9 |
| 120 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $311,613 | 0.1% | +16% | 74.6 |
| 121 |  $WM | WASTE MANAGEMENT INC | $311,455 | 0.1% | NEW | 70.7 |
| 122 |  $TER | TERADYNE, INC | $311,283 | 0.1% | NEW | 74.6 |
| 123 | — | ISHARES TR | $309,830 | 0.1% | -55% | — |
| 124 | — | SELECT SECTOR SPDR TR | $309,683 | 0.1% | NEW | — |
| 125 |  $BX | Blackstone Inc. | $309,397 | 0.1% | +31% | 68 |
| 126 | — | VANGUARD INDEX FDS | $308,348 | 0.1% | +9% | — |
| 127 | — | ISHARES TR | $303,275 | 0.1% | NEW | — |
| 128 | — | ISHARES TR | $302,798 | 0.1% | +2% | — |
| 129 |  $FIG | Figma, Inc. | $297,250 | 0.1% | +41% | 45.2 |
| 130 |  $SNDK | Sandisk Corp | $296,384 | 0.1% | NEW | 88.8 |
| 131 |  $KMB | KIMBERLY CLARK CORP | $293,006 | 0.1% | NEW | 61.7 |
| 132 |  $TLN | Talen Energy Corp | $292,415 | 0.1% | +56% | 66.5 |
| 133 |  $NET | Cloudflare, Inc. | $286,057 | 0.1% | +18% | 52.6 |
| 134 | — | GLOBAL X FDS | $284,732 | 0.1% | -10% | — |
| 135 | — | DOUBLELINE ETF TRUST | $281,918 | 0.1% | NEW | — |
| 136 | — | PROSHARES TR | $281,722 | 0.1% | NEW | — |
| 137 |  $ORA | ORMAT TECHNOLOGIES, INC. | $277,809 | 0.1% | NEW | 53.5 |
| 138 |  $BHP | BHP Group Ltd | $277,368 | 0.1% | +6% | — |
| 139 | — | ISHARES TR | $274,550 | 0.1% | -23% | — |
| 140 |  $SRE | SEMPRA | $271,863 | 0.1% | -1% | 47.6 |
| 141 |  $APH | AMPHENOL CORP /DE/ | $270,458 | 0.1% | NEW | 80.5 |
| 142 |  $GILD | GILEAD SCIENCES, INC. | $265,496 | 0.1% | +8% | 77.8 |
| 143 |  $JNJ | JOHNSON & JOHNSON | $263,419 | 0.1% | NEW | 72.8 |
| 144 | — | TWO RDS SHARED TR | $262,966 | 0.1% | +52% | — |
| 145 |  $EMR | EMERSON ELECTRIC CO | $262,459 | 0.1% | +12% | 65.9 |
| 146 | — | ISHARES TR | $261,968 | 0.1% | NEW | — |
| 147 | — | VANGUARD INTL EQUITY INDEX F | $260,232 | 0.1% | -2% | — |
| 148 | — | ISHARES TR | $259,757 | 0.1% | NEW | — |
| 149 |  $NNE | Nano Nuclear Energy Inc. | $259,092 | 0.1% | NEW | — |
| 150 | — | DOUBLELINE ETF TRUST | $256,533 | 0.1% | -35% | — |
| 151 |  $ACN | Accenture plc | $254,849 | 0.1% | NEW | — |
| 152 |  $FPS | Forgent Power Solutions, Inc. | $252,366 | 0.1% | NEW | — |
| 153 | — | VANGUARD WORLD FD | $252,326 | 0.1% | -45% | — |
| 154 |  $STX | Seagate Technology Holdings plc | $247,984 | 0.1% | NEW | — |
| 155 |  $CRWD | CrowdStrike Holdings, Inc. | $246,079 | 0.1% | +41% | 55 |
| 156 |  $PM | Philip Morris International Inc. | $242,180 | 0.1% | +1% | 80.5 |
| 157 |  $KO | COCA COLA CO | $240,253 | 0.1% | NEW | 74 |
| 158 |  $BE | Bloom Energy Corp | $237,378 | 0.1% | NEW | 54.4 |
| 159 | — | AIM ETF PRODUCTS TRUST | $236,767 | 0.1% | +0% | — |
| 160 |  $SBUX | STARBUCKS CORP | $235,716 | 0.1% | NEW | 54.6 |
| 161 | — | AIM ETF PRODUCTS TRUST | $233,552 | 0.1% | +0% | — |
| 162 |  $IBRX | ImmunityBio, Inc. | $230,100 | 0.1% | +0% | 30 |
| 163 |  $MRVL | Marvell Technology, Inc. | $229,282 | 0.1% | NEW | 77.3 |
| 164 |  $QBTS | D-Wave Quantum Inc. | $228,773 | 0.1% | +33% | 24.7 |
| 165 | — | SSGA ACTIVE TR | $228,099 | 0.1% | NEW | — |
| 166 |  $CRDO | Credo Technology Group Holding Ltd | $226,227 | 0.1% | NEW | — |
| 167 |  $BA | BOEING CO | $224,472 | 0.1% | -20% | 51.8 |
| 168 | — | ISHARES TR | $221,407 | 0.1% | NEW | — |
| 169 | — | AIM ETF PRODUCTS TRUST | $219,806 | 0.1% | NEW | — |
| 170 |  $SWK | STANLEY BLACK & DECKER, INC. | $219,541 | 0.1% | NEW | 52.4 |
| 171 |  $LEU | CENTRUS ENERGY CORP | $218,203 | 0.1% | NEW | 65.1 |
| 172 | — | EVERPURE INC | $216,559 | 0.1% | NEW | — |
| 173 |  $MCD | MCDONALDS CORP | $215,500 | 0.1% | NEW | 73.9 |
| 174 |  $CBRE | CBRE GROUP, INC. | $213,350 | 0.1% | NEW | 62.9 |
| 175 | — | VANGUARD MUN BD FDS | $207,427 | 0.1% | +4% | — |
| 176 | — | ISHARES TR | $206,356 | 0.1% | NEW | — |
| 177 | — | DOUBLELINE ETF TRUST | $203,488 | 0.1% | NEW | — |
| 178 |  $VLO | VALERO ENERGY CORP/TX | $202,948 | 0.1% | NEW | 51.4 |
| 179 | — | ISHARES TR | $200,665 | 0.1% | NEW | — |
| 180 |  $CAG | CONAGRA BRANDS INC. | $194,691 | 0.1% | NEW | 48.2 |
| 181 | — | TWO RDS SHARED TR | $171,962 | 0.1% | -52% | — |
| 182 |  $PATH | UiPath, Inc. | $166,223 | 0.1% | NEW | 67.7 |
| 183 | — | ETF OPPORTUNITIES TRUST | $154,652 | 0.1% | NEW | — |
| 184 |  $SERV | Serve Robotics Inc. /DE/ | $135,141 | 0.1% | +45% | 26 |
| 185 |  $NTSK | Netskope Inc | $98,212 | 0.0% | NEW | — |
| 186 | — | TWO RDS SHARED TR | $92,656 | 0.0% | NEW | — |
| 187 |  $DEFT | Defi Technologies, Inc. | $11,050 | 0.0% | +0% | — |
New Positions (65)
INVESCO ACTVELY MNGD ETC FD$5.2M
TEUCRIUM COMMODITY TR$2.6M
TEUCRIUM COMMODITY TR$2.4M
$SCCO SOUTHERN COPPER CORP/$2.2M$ERO Ero Copper Corp.$1.5M$AA Alcoa Corp$1.1M ISHARES TR$718,831
$BMY BRISTOL MYERS SQUIBB CO$591,846 ISHARES TR$581,612
ISHARES TR$529,867
$TROW PRICE T ROWE GROUP INC$447,116$UVV UNIVERSAL CORP /VA/$443,333$CPB CAMPBELL'S Co$410,919$TGT TARGET CORP$395,944$COHR COHERENT CORP.$389,473Exited Positions (22)
GLOBAL X FDS - GLOBAL X SILVER
ISHARES TR - US OIL GS EX ETF
SELECT SECTOR SPDR TR - STATE STREET COM
ISHARES TR - ISHARES SEMICDTR
$NBIS Nebius Group N.V. GLOBAL X FDS - GLOBAL X COPPER
$NKE NIKE, Inc.
$LMT LOCKHEED MARTIN CORP
$LULU lululemon athletica inc.
$MPWR MONOLITHIC POWER SYSTEMS INC
$IREN IREN Ltd VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F
VANGUARD WORLD FD - MEGA GRWTH IND
ARK ETF TR - NEXT GNRTN INTER
$APP AppLovin CorpBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Walser Wealth Management Company, A Ltd Liability Co including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track Walser Wealth Management Company, A Ltd Liability Co's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Walser Wealth Management Company, A Ltd Liability Co and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: Walser Wealth Management Company, A Ltd Liability Co
13F Pro is an AI hedge fund tracker and stock research platform. For Walser Wealth Management Company, A Ltd Liability Co (SEC CIK: 2112280), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Walser Wealth Management Company, A Ltd Liability Co's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.