Wallace Advisory Group, LLC
Sector Allocation
- Other33.4%$35.5M
- Healthcare20.9%$22.2M
- Technology16.9%$17.9M
- Energy8.5%$9.0M
- Financials5.6%$5.9M
- Consumer Discretionary5.2%$5.5M
- Industrials4.8%$5.1M
- Consumer Staples1.8%$1.9M
- Communication Services1.4%$1.5M
- Materials0.9%$974,817
AUM History
13fpro.ai/research/fund/wallace-advisory-group-llc-1932645
Conviction and streaks
Diversifying · top 10 = 40.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
MRK
$14.8MCVX
$7.0M- SPDR$4.5M
CI
$3.2MSPY
$2.8MAAPL
$2.5MNVDA
$2.3MAMZN
$2.3MGOOGL
$1.9MMSFT
$1.8MAVGO
$1.6M- ISHARES$1.5M
- SPDR$1.5M
- SPDR$1.5M
- VANGUARD$1.5M
- SPDR$1.5M
JNJ
$1.4M- ISHARES$1.4M
- HARBOR$1.2M
- FRANKLIN$1.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/wallace-advisory-group-llc-1932645
Wallace Advisory Group, LLC 13F holdings — Q2 2026
$106.3M portfolio (+13.6% QoQ) · 134 holdings · Q2 2026 13F · top 10 are 41% of the stock portfolio
$14.8M
13.9% of stocks
-0.1%This quarter+10.1%Since filed8+ qtrsHeld$7.0M
6.6% of stocks
+0.9%This quarter+20.1%Since filed8+ qtrsHeld- 3
SPDR SERIES TRUST - ST STR BLO 1 ETF
$4.5M
4.3% of stocks
-39%This quarter—Since filed—HeldAIQuality—Est. buy— $3.2M
3.0% of stocks
-0.1%This quarter+8.4%Since filed8+ qtrsHeld$2.8M
2.6% of stocks
+4%This quarter+1.0%Since filed8+ qtrsHeld$2.5M
2.3% of stocks
+12%This quarter+13.3%Since filed8+ qtrsHeld$2.3M
2.2% of stocks
+17%This quarter+4.5%Since filed8+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$2.3M
2.1% of stocks
-3%This quarter-12.3%Since filed8+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row$1.9M
1.7% of stocks
+10%This quarter-15.7%Since filed8+ qtrsHeld$1.8M
1.7% of stocks
+0.8%This quarter+9.2%Since filed8+ qtrsHeld
All holdings — Wallace Advisory Group, LLC (Q2 2026)
134 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Broadcom Inc. | Technology | $1.6M | 1.6% | 4,365 | +8% | 7 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $1.5M | 1.4% | 2,052 | -1% | — | — | 13F |
| 13 | — | SPDR SERIES TRUST - ST STR P500ETFetf/fund | — | $1.5M | 1.4% | 17K | New | — | — | 13F |
| 14 | — | SPDR SERIES TRUST - ST STR P500GRWetf/fund | — | $1.5M | 1.4% | 12K | +26% | — | — | 13F |
| 15 | — | VANGUARD INDEX FDS - TOTAL STK MKTetf/fund | — | $1.5M | 1.4% | 3,977 | New | — | — | 13F |
| 16 | — | SPDR INDEX SHS FDS - ST STR PO EX ETFetf/fund | — | $1.5M | 1.4% | 29K | +35% | — | — | 13F |
| 17 | JOHNSON & JOHNSON | Healthcare | $1.4M | 1.4% | 5,699 | -7% | 8+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | ISHARES TR - 7-10 YR TRSY BDetf/fund | — | $1.4M | 1.3% | 15K | -2% | — | — | 13F |
| 19 | — | HARBOR ETF TRUST - COMM ALL WEA ETFetf/fund | — | $1.2M | 1.1% | 40K | +26% | — | — | 13F |
| 20 | — | FRANKLIN TEMPLETON ETF TR - FTSE JAPAN ETFetf/fund | — | $1.2M | 1.1% | 29K | New | — | — | 13F |
| 21 | Tesla, Inc. | Consumer Discretionary | $976K | 0.9% | 2,321 | +22% | 7 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | ISHARES TR - US TREAS BD ETFetf/fund | — | $961K | 0.9% | 42K | +167% | — | — | 13F |
| 23 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $949K | 0.9% | 13K | +265% | — | — | 13F |
| 24 | — | SPDR SERIES TRUST - ST STR BACKE ETFetf/fund | — | $943K | 0.9% | 42K | +153% | — | — | 13F |
| 25 | Meta Platforms, Inc. | Technology | $935K | 0.9% | 1,659 | +17% | 5 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $915K | 0.9% | 1,243 | +171% | |||
| 27 | — | SPDR SERIES TRUST - ST STR P500VAL | — | $908K | 0.8% | 15K | +36% | |||
| 28 | $GLDM | World Gold Trust | Financials | $896K | 0.8% | 11K | -2% | |||
| 29 | — | ISHARES TR - 0-5YR HI YL CP | — | $896K | 0.8% | 21K | +119% | |||
| 30 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $760K | 0.7% | 8,893 | -5% | |||
| 31 | $DOV | DOVER Corp | Industrials | $757K | 0.7% | 4,821 | -0.7% | |||
| 32 | — | DIREXION SHARES ETF TRUST - DA 500 BU 3X ETF | — | $755K | 0.7% | 2,790 | +5% | |||
| 33 | — | ISHARES TR - CORE S&P MCP ETF | — | $750K | 0.7% | 9,726 | +0.0% | |||
| 34 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $748K | 0.7% | 9,052 | +140% | |||
| 35 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $744K | 0.7% | 18K | -7% | |||
| 36 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $710K | 0.7% | 9,678 | New | |||
| 37 | — | SPDR SERIES TRUST - ST LON TREAS ETF | — | $694K | 0.7% | 26K | +137% | |||
| 38 | $GOOG | Alphabet Inc. | Technology | $693K | 0.7% | 1,962 | -21% | |||
| 39 | $V | VISA INC. | Financials | $638K | 0.6% | 1,861 | -20% | |||
| 40 | $MA | Mastercard Inc | Financials | $636K | 0.6% | 1,238 | -25% | |||
| 41 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | — | $619K | 0.6% | 12K | +10% | |||
| 42 | $CSCO | CISCO SYSTEMS, INC. | Technology | $581K | 0.6% | 4,944 | -20% | |||
| 43 | $PM | Philip Morris International Inc. | Consumer Staples | $579K | 0.5% | 3,202 | -20% | |||
| 44 | $GE | GENERAL ELECTRIC CO | Industrials | $565K | 0.5% | 1,511 | +25% | |||
| 45 | $BA | BOEING CO | Industrials | $563K | 0.5% | 2,601 | +9% | |||
| 46 | $JPM | JPMORGAN CHASE & CO | Financials | $562K | 0.5% | 1,716 | -2% | |||
| 47 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $559K | 0.5% | 6,770 | -2% | |||
| 48 | $CRM | Salesforce, Inc. | Technology | $548K | 0.5% | 3,496 | +14% | |||
| 49 | $JD | JD.com, Inc. | Consumer Discretionary | $541K | 0.5% | 21K | +0.9% | |||
| 50 | $USB | US BANCORP DE | Financials | $538K | 0.5% | 8,914 | -0.1% | |||
| 51 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $535K | 0.5% | 1,121 | +60% | |||
| 52 | — | SPDR SERIES TRUST - ST STR SP600 SML | — | $528K | 0.5% | 9,163 | +32% | |||
| 53 | — | ISHARES TR - 0-5 YR TIPS ETF | — | $520K | 0.5% | 5,086 | -4% | |||
| 54 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $512K | 0.5% | 3,743 | -1% | |||
| 55 | $ABBV | AbbVie Inc. | Healthcare | $508K | 0.5% | 2,017 | +8% | |||
| 56 | $ASML | ASML HOLDING NV | Technology | $503K | 0.5% | 253 | -28% | |||
| 57 | $PANW | Palo Alto Networks Inc | Technology | $493K | 0.5% | 1,446 | New | |||
| 58 | $SHEL | Shell plc | Energy | $486K | 0.5% | 6,272 | +4% | |||
| 59 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $482K | 0.5% | 8,083 | +102% | |||
| 60 | $GEV | GE Vernova Inc. | Industrials | $459K | 0.4% | 391 | +30% | |||
| 61 | $ORCL | ORACLE CORP | Technology | $458K | 0.4% | 3,124 | -31% | |||
| 62 | $ETN | Eaton Corp plc | Industrials | $452K | 0.4% | 1,061 | +25% | |||
| 63 | $APH | AMPHENOL CORP /DE/ | Technology | $445K | 0.4% | 2,523 | -19% | |||
| 64 | — | SPDR SERIES TRUST - ST STR SP600GRWO | — | $443K | 0.4% | 3,718 | +8% | |||
| 65 | $T | AT&T INC. | Communication Services | $436K | 0.4% | 21K | +11% | |||
| 66 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $432K | 0.4% | 9,729 | +0.2% | |||
| 67 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $424K | 0.4% | 7,328 | +7% | |||
| 68 | — | ISHARES TR - CORE S&P SCP ETF | — | $422K | 0.4% | 2,843 | — | |||
| 69 | $CVS | CVS HEALTH Corp | Healthcare | $410K | 0.4% | 3,960 | -17% | |||
| 70 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $402K | 0.4% | 3,739 | +65% | |||
| 71 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $398K | 0.4% | 1,417 | -0.1% | |||
| 72 | $GLW | CORNING INC /NY | Materials | $392K | 0.4% | 1,533 | -26% | |||
| 73 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $383K | 0.4% | 6,715 | -3% | |||
| 74 | — | ISHARES TR - RUSSELL 2000 ETF | — | $380K | 0.4% | 1,266 | +0.2% | |||
| 75 | $LLY | ELI LILLY & Co | Healthcare | $380K | 0.4% | 317 | -45% | |||
| 76 | $RTX | RTX Corp | Industrials | $375K | 0.3% | 1,977 | +11% | |||
| 77 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $364K | 0.3% | 727 | -0.1% | |||
| 78 | $MU | MICRON TECHNOLOGY INC | Technology | $359K | 0.3% | 311 | New | |||
| 79 | $PEP | PEPSICO INC | Consumer Staples | $356K | 0.3% | 2,632 | +53% | |||
| 80 | $STZ | CONSTELLATION BRANDS, INC. | Consumer Staples | $349K | 0.3% | 2,508 | -2% | |||
| 81 | $CNC | CENTENE CORP | Healthcare | $344K | 0.3% | 5,364 | New | |||
| 82 | $PFE | PFIZER INC | Healthcare | $332K | 0.3% | 14K | +16% | |||
| 83 | $LUV | SOUTHWEST AIRLINES CO | Industrials | $323K | 0.3% | 6,276 | New | |||
| 84 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $322K | 0.3% | 642 | +2% | |||
| 85 | — | AMERICAN CENTY ETF TR - US SML CP VALU | — | $320K | 0.3% | 2,565 | -5% | |||
| 86 | $C | CITIGROUP INC | Financials | $316K | 0.3% | 2,256 | -5% | |||
| 87 | $FCX | FREEPORT-MCMORAN INC | Materials | $313K | 0.3% | 4,972 | -6% | |||
| 88 | $PCG | PG&E Corp | Utilities | $312K | 0.3% | 19K | +6% | |||
| 89 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $310K | 0.3% | 1,407 | -18% | |||
| 90 | — | USCF ETF TR - SUMMERHAVEN K1 | — | $308K | 0.3% | 12K | -6% | |||
| 91 | — | SPDR SERIES TRUST - ST STR SP400VAL | — | $304K | 0.3% | 3,206 | -3% | |||
| 92 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $303K | 0.3% | 1,590 | — | |||
| 93 | $STT | STATE STREET CORP | Financials | $299K | 0.3% | 2,668 | -2% | |||
| 94 | — | ISHARES TR - 1 3 YR TREAS BD | — | $296K | 0.3% | 3,599 | New | |||
| 95 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $294K | 0.3% | 1,800 | -7% | |||
| 96 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $294K | 0.3% | 1,932 | +10% | |||
| 97 | — | SPDR SERIES TRUST - ST SHOR CORP ETF | — | $294K | 0.3% | 9,797 | New | |||
| 98 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $293K | 0.3% | 1,933 | -21% | |||
| 99 | $MS | MORGAN STANLEY | Financials | $286K | 0.3% | 1,369 | -15% | |||
| 100 | — | SPDR SERIES TRUST - ST STR SP600SM C | — | $285K | 0.3% | 2,608 | -3% | |||
| 101 | $NFLX | NETFLIX INC | Communication Services | $279K | 0.3% | 3,903 | +10% | |||
| 102 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $275K | 0.3% | 380 | -50% | |||
| 103 | $SHOP | SHOPIFY INC. | Technology | $273K | 0.3% | 2,390 | -48% | |||
| 104 | $B | BARRICK MINING CORP | Materials | $271K | 0.3% | 7,366 | +32% | |||
| 105 | $EPAM | EPAM Systems, Inc. | Technology | $268K | 0.3% | 3,373 | +26% | |||
| 106 | $CSX | CSX CORP | Industrials | $266K | 0.3% | 5,591 | -2% | |||
| 107 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | — | $259K | 0.2% | 3,586 | New | |||
| 108 | $CAT | CATERPILLAR INC | Industrials | $257K | 0.2% | 241 | New | |||
| 109 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $254K | 0.2% | 4,415 | -3% | |||
| 110 | $AIG | AMERICAN INTERNATIONAL GROUP, INC. | Financials | $253K | 0.2% | 3,393 | -2% | |||
| 111 | $APP | AppLovin Corp | Technology | $250K | 0.2% | 485 | New | |||
| 112 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $250K | 0.2% | 3,360 | -17% | |||
| 113 | — | SPDR INDEX SHS FDS - ST INTL CAP ETF | — | $250K | 0.2% | 5,706 | — | |||
| 114 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $246K | 0.2% | 1,379 | +1989% | |||
| 115 | $AZO | AUTOZONE INC | Consumer Discretionary | $240K | 0.2% | 75 | -1% | |||
| 116 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $240K | 0.2% | 256 | +20% | |||
| 117 | $TXN | TEXAS INSTRUMENTS INC | Technology | $238K | 0.2% | 800 | New | |||
| 118 | $SNOW | Snowflake Inc. | Technology | $236K | 0.2% | 927 | New | |||
| 119 | $MPC | Marathon Petroleum Corp | Energy | $233K | 0.2% | 911 | -4% | |||
| 120 | $FSS | FEDERAL SIGNAL CORP /DE/ | Industrials | $228K | 0.2% | 1,773 | New | |||
| 121 | $WM | WASTE MANAGEMENT INC | Utilities | $221K | 0.2% | 993 | -9% | |||
| 122 | $FTI | TechnipFMC plc | Energy | $221K | 0.2% | 3,337 | -14% | |||
| 123 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $219K | 0.2% | 622 | New | |||
| 124 | $MELI | MERCADOLIBRE INC | Consumer Discretionary | $219K | 0.2% | 129 | -17% | |||
| 125 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | — | $218K | 0.2% | 4,324 | New | |||
| 126 | $MPWR | MONOLITHIC POWER SYSTEMS, INC. | Technology | $216K | 0.2% | 156 | New | |||
| 127 | $VG | Venture Global, Inc. | Energy | $214K | 0.2% | 19K | +3% | |||
| 128 | $EME | EMCOR Group, Inc. | Industrials | $211K | 0.2% | 254 | New | |||
| 129 | $NCLH | Norwegian Cruise Line Holdings Ltd. | Industrials | $210K | 0.2% | 9,964 | New | |||
| 130 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $201K | 0.2% | 1,964 | -39% | |||
| 131 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | Financials | $201K | 0.2% | 10K | -6% | |||
| 132 | $OGN | Organon & Co. | Healthcare | $159K | 0.1% | 12K | — | |||
| 133 | $NOK | NOKIA CORP | Technology | $153K | 0.1% | 11K | New | |||
| 134 | $UGP | ULTRAPAR HOLDINGS INC | Energy | $72K | 0.1% | 14K | New |
What changed in Q2 2026
Against the previous quarter's 13F: 23 new, 52 added to, 55 trimmed, 12 sold out. Share-count changes; largest moves by dollar size first.
New positions (23)
- SPDR SERIES TRUST - ST STR P500ETF$1.5M
first bought this quarter
- VANGUARD INDEX FDS - TOTAL STK MKT$1.5M
first bought this quarter
- FRANKLIN TEMPLETON ETF TR - FTSE JAPAN ETF$1.2M
first bought this quarter
- VANGUARD BD INDEX FDS - TOTAL BND MRKT$710K
first bought this quarter
$PANWPalo Alto Networks Inc$493K
first bought this quarter
$MUMICRON TECHNOLOGY INC$359K
first bought this quarter
+17 more in the Excel export
Added to (52)
- VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT+265%
now $949K
- ISHARES TR - US TREAS BD ETF+167%
now $961K
$QQQINVESCO QQQ TRUST, SERIES 1+171%
now $915K · held 8+ qtrs, 2 adds in a row
- SPDR SERIES TRUST - ST STR BACKE ETF+153%
now $943K
- ISHARES TR - 0-5YR HI YL CP+119%
now $896K
- VANGUARD SCOTTSDALE FDS - INT-TERM CORP+140%
now $748K
+46 more in the Excel export
Trimmed (55)
- SPDR SERIES TRUST - ST STR BLO 1 ETF-39%
now $4.5M
$LLYELI LILLY & Co-45%
now $380K · held 8+ qtrs, 4 trims in a row
$AMATAPPLIED MATERIALS INC /DE-50%
now $275K · held 8+ qtrs, 4 trims in a row
$SHOPSHOPIFY INC.-48%
now $273K · held 8+ qtrs, 4 trims in a row
$MAMastercard Inc-25%
now $636K · held 8+ qtrs, 5 trims in a row
$ORCLORACLE CORP-31%
now $458K · held 7 qtrs, 4 trims in a row
+49 more in the Excel export
Holdings by quarter
Every 13F Wallace Advisory Group, LLC has filed, 14 earlier quarters. Pick one to see what it held then.
Is it too late to follow Wallace Advisory Group?
Q2 2026 13F filed with the SEC on Aug 3, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Wallace Advisory Group's top 20 holdings: 68/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+7.4%
Value-weighted move of the 10 largest stock positions
Turnover
10%
Last quarter; 33% over the last 4
Top 10 weight
41%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
89%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Wallace Advisory Group, LLC disclosed 134 positions worth $106.3M in its Form 13F-HR for Q2 2026, led by $MRK (Merck & Co., Inc.) at 13.9% of the equity portfolio, followed by $CVX. During the quarter the fund opened 23 new positions and exited 12 and a full exit from $IVZ. The portfolio is most concentrated in Other (33.4% of disclosed assets). All figures are sourced directly from Wallace Advisory Group, LLC’s Form 13F-HR filing with the SEC under CIK 1932645.
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