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Funds / Walsh & Associates, LLC
Institutional Fund

Walsh & Associates, LLC

Sarasota, FLCIK 21351442 filings on record

Portfolio Value
$100.83M
Q1 2026
Holdings
287
Reported positions
New Buys
59
Opened this quarter
QoQ Change
-0.6%
from $101.42M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Ishares Tr13.7%
  • Spdr Series Trust13.1%
  • Spdr Series Trust10.3%
  • Dimensional ETF Trust9.0%
  • Spdr Index Shs Fds5.5%
  • Spdr Index Shs Fds2.9%
  • Other45.5%

Portfolio Holdings

287 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Ishares Tr32.4K$13.79M13.7%+613Added
2Spdr Series Trust135.2K$13.24M13.1%+2.4KAdded
3Spdr Series Trust183.6K$10.39M10.3%397Reduced
4Dimensional ETF Trust187.0K$9.06M9.0%+5.9KAdded
5Spdr Index Shs Fds118.5K$5.56M5.5%+1.7KAdded
6Spdr Index Shs Fds63.1K$2.88M2.9%+1.1KAdded
7Dimensional ETF Trust41.2K$2.57M2.5%+2.0KAdded
8Nvidia Corporation13.9K$2.42M2.4%33Reduced
9Apple Inc9.0K$2.29M2.3%40Reduced
10Spdr Series Trust20.3K$1.95M1.9%+831Added

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