Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Wall Capital Group, Inc. 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Wall Capital Group, Inc. (CIK 1699803) reported $122.2M across 30 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: PYLD ($38.1M, 31.21%), SPTM ($22.3M, 18.22%), XLK ($13.1M, 10.71%), IVV ($9.2M, 7.55%), IWX ($8.2M, 6.72%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1PYLDPIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND$38.1M31.21%1.4MAdded
2SPTMSTATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET$22.3M18.22%245,135Trimmed
3XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR$13.1M10.71%68,648New
4IVVISHARES CORE S&P 500$9.2M7.55%12,314Added
5IWXIWX - ISHARES RUSSELL TOP 200 VALUE$8.2M6.72%78,088New
6XLYSTATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR$3.3M2.71%28,239Added
7XLISTATE STREET INDUSTRIAL SELECT SECTOR SPDR$2.5M2.02%13,307Added
8SGOVISHARES 0-3 MONTH TREASURY BOND$2.4M1.95%23,632Added
9XLFSTATE STREET FINANCIAL SELECT SECTOR SPDR$2.3M1.92%43,785Added
10XLVSTATE STREET HEALTH CARE SELECT SECTOR SPDR$2.3M1.88%14,448New
11SPYGSTATE STREET SPDR PORTFOLIO S&P 500 GROWTH$1.9M1.58%16,268Trimmed
12XLCSTATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR$1.9M1.52%17,359Added
13SPYVSTATE STREET SPDR PORTFOLIO S&P 500 VALUE$1.8M1.45%29,230Trimmed
14QUALISHARES MSCI USA QUALITY FACTOR$1.4M1.15%6,430Trimmed
15XLUSTATE STREET UTILITIES SELECT SECTOR SPDR$1.4M1.13%30,487Added
16XLPSTATE STREET CONSUMER STAPLES SELECT SECTOR SPDR$1.4M1.12%16,471Added
17AGGISHARES CORE U.S. AGGREGATE BOND$1.3M1.05%12,927Trimmed
18XLESTATE STREET ENERGY SELECT SECTOR SPDR$1.1M0.93%21,469Added
19IUSVIUSV - ISHARES CORE S&P US VALUE$1.0M0.83%9,161New
20SPSMSPDR S&P 600 Sm-cap$1.0M0.82%17,372Added
21XLBSTATE STREET MATERIALS SELECT SECTOR SPDR$827,3700.68%16,277Added
22SCHFSCHWAB INTERNATIONAL EQUITY$747,3620.61%26,981Trimmed
23IDMOINVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM$514,9740.42%8,547New
24DFAIDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET$461,5290.38%11,189Added
25VLUEISHARES MSCI USA VALUE FACTOR$371,9690.30%1,862Added

Source: SEC Form 13F filings · as of 2026-06-30