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Walled Lake Planning & Wealth Management’s PIMCO RAFI Dynamic Multi-Factor US Equity ETF MFUS Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio MFUS Stock Details MFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.34M Buy
+139,119
New +$8.82M 2.36% 12

Other funds holding MFUS

AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
SWM
SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
FGC
First Growth Capital Pikesville, Maryland $132M AUM
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Walled Lake Planning & Wealth Management's MFUS Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management opened a new position in PIMCO RAFI Dynamic Multi-Factor US Equity ETF (MFUS) in Q2 2026: 139,119 shares worth $9.34M. The stake represents 2.36% of the portfolio and ranks #12 among its holdings.

16 funds tracked by Wall St. Rank hold MFUS as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 139,119 shares of PIMCO RAFI Dynamic Multi-Factor US Equity ETF worth $9.34M as of Q2 2026.
  • PIMCO RAFI Dynamic Multi-Factor US Equity ETF was a new Walled Lake Planning & Wealth Management position in Q2 2026.
  • PIMCO RAFI Dynamic Multi-Factor US Equity ETF made up 2.36% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #12 holding.
  • 16 funds tracked by Wall St. Rank held PIMCO RAFI Dynamic Multi-Factor US Equity ETF as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.