Walser Wealth Management Company, A Ltd Liability Co
Top Portfolio Positions
129 positions ·
$161,837,289 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
104,158 | $44,818,145 | 27.69% | |
| SLV |
iShares Silver Trust
|
407,531 | $27,769,162 | 17.16% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
66,486 | $3,908,047 | 2.41% | |
| NVDA |
Nvidia Corp
Technology
|
18,418 | $3,212,099 | 1.98% | |
| MSFT |
Microsoft Corp
Technology
|
6,997 | $2,590,079 | 1.60% | |
| AAPL |
Apple Inc.
Technology
|
10,026 | $2,544,498 | 1.57% | |
| SCCO |
Southern Copper Corp/
Basic Materials
|
13,007 | $2,237,984 | 1.38% | |
| CCJ |
Cameco Corp
Energy
|
20,173 | $2,190,989 | 1.35% | |
| CIEN |
Ciena Corp
Technology
|
5,330 | $2,069,265 | 1.28% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
32,204 | $1,901,002 | 1.17% |
Portfolio Trend
2 quarters · across all stocks
Holdings in DEFT
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,060 | 20,000 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $15,100 | 20,000 | Shares | Sole | 2026-02-23 | |
| No 13F history on record for this holder in this stock. | ||||||