Walsh & Associates, LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
Sarasota, FL
CIK
0002135144
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
287
100,834
IWF, SPYG, SPYV, DFUV
13F-HR
5/15/2026
000213514426000002
Q4 2025
235
101,416
IWF, SPYG, SPYV, DFUV
13F-HR
5/14/2026
000213514426000001