Walsh & Associates, LLC

13F Portfolio Filings

Most recent 13F
Q2 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
Q2 2026 245 122,423 IWF, SPYG, DFUV, SPYV 13F-HR 7/21/2026 000213514426000003
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