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Akre Focus Etf shares owned by Walled Lake Planning & Wealth Management

Quarter-by-quarter ownership of Akre Focus Etf (AKRE) shares owned by Walled Lake Planning & Wealth Management from 13F filings

Historical chart of Walled Lake Planning & Wealth Management investment in Akre Focus Etf

Tip: Access up to 7 years of quarterly data

All positions including Akre Focus Etf held by Walled Lake Planning & Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Akre Focus Etf by Walled Lake Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.9M 56k 52.85

More positions owned by Walled Lake Planning & Wealth Management

Pimco Ultra Short Government ETF Ultra Short Govt (BILZ)
Doubleline Shiller CAPE US Equity Shiller Cape U S (CAPE)
JPMorgan US Quality Factor Us Qualty Fctr (JQUA)
WisdomTree US Multifactor Us Multifactor (USMF)
iShares MSCI USA Min Vol Factor Msci Usa Min Vol (USMV)
Fidelity Enhanced Mid Cap Enhanced Mid (FMDE)
Schwab US Dividend Equity ETF Us Dividend Eq (SCHD)
Invesco S&P 500 Equal Weight Healthcare S&p500 Eql Hlt (RSPH)
Invesco S&P 500 Equal Weight S&p500 Eql Wgt (RSP)
Apple (AAPL)
Huntington Ingalls Inds (HII)
Novartis Sponsored Adr (NVS)
Altria (MO)
Gilead Sciences (GILD)
Lockheed Martin Corporation (LMT)

View all positions for Walled Lake Planning & Wealth Management

Top funds holding Akre Focus Etf

Brown Brothers Harriman & Co.
Financial Engines Advisors L.L.C
AlTi Global
Franklin Resources
LPL Financial
Advisor Group Holdings
Brown Advisory Holdings Incorporated
Bank of America Corporation
Raymond James Financial
Cambridge Investment Research Advisors
Chemistry Wealth Management
Montis Financial
Mesirow Financial Investment Management International Equity
Ascension Capital Advisors
CI Private Wealth

View all funds holding Akre Focus Etf