Walser Wealth Management Company, A Ltd Liability Co
Walser Wealth Management Company, A Ltd Liability Co reported 215 positions worth $240.7M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: GLD (12.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | GLD | SH | $29.0M | 12.04% | 78,702 | — | — | |
| ▸ 2 | SLV | SH | $16.2M | 6.74% | 303,186 | — | — | |
| ▸ 3 | PHYS | SH | $8.1M | 3.39% | 270,123 | — | — | |
| ▸ 4 | URA | SH | $6.3M | 2.64% | 145,243 | — | — | |
| ▸ 5 | CCJ | SH | $6.2M | 2.58% | 60,863 | — | — | |
| ▸ 6 | SGOV | SH | $5.4M | 2.25% | 53,721 | — | — | |
| ▸ 7 | PDBC | SH | $4.9M | 2.03% | 307,757 | — | — | |
| ▸ 8 | JAAA | SH | $4.8M | 2.01% | 95,866 | — | — | |
| ▸ 9 | FCX | SH | $4.3M | 1.78% | 68,052 | — | — | |
| ▸ 10 | NVDA | SH | $4.0M | 1.65% | 19,801 | — | — |
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Frequently Asked Questions
What stocks does Walser Wealth Management Company, A Ltd Liability Co hold as of Q2 2026?
Walser Wealth Management Company, A Ltd Liability Co reported 215 positions worth $240.7M in its Q2 2026 13F filing. Largest positions: GLD (12.0%), SLV (6.7%), PHYS (3.4%), URA (2.6%) and CCJ (2.6%).
What did Walser Wealth Management Company, A Ltd Liability Co buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Walser Wealth Management Company, A Ltd Liability Co sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.