Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
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. (CIK 1699803) reported $93.7M across 23 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PYLD ($33.4M, 35.70%), SPTM ($21.8M, 23.29%), IVV ($7.2M, 7.68%), IWD ($6.7M, 7.20%), XLY ($2.9M, 3.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $33.4M | 35.70% | 1.3M | Added |
| 2 | SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $21.8M | 23.29% | 275,965 | Added |
| 3 | IVV | ISHARES CORE S&P 500 ETF | $7.2M | 7.68% | 11,017 | Added |
| 4 | IWD | ISHARES RUSSELL 1000 VALUE ETF | $6.7M | 7.20% | 31,554 | New |
| 5 | XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $2.9M | 3.11% | 26,743 | Added |
| 6 | XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $2.1M | 2.23% | 42,286 | Trimmed |
| 7 | XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $2.1M | 2.22% | 12,864 | Added |
| 8 | SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $2.1M | 2.20% | 20,441 | Added |
| 9 | XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $1.8M | 1.96% | 16,556 | Trimmed |
| 10 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $1.7M | 1.86% | 17,527 | Added |
| 11 | SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $1.7M | 1.77% | 29,261 | Added |
| 12 | SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $1.6M | 1.73% | 16,546 | Added |
| 13 | QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $1.3M | 1.39% | 6,771 | Trimmed |
| 14 | XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $1.3M | 1.39% | 28,426 | Added |
| 15 | XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $1.3M | 1.36% | 20,847 | Trimmed |
| 16 | XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $1.3M | 1.34% | 15,300 | Trimmed |
| 17 | XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $766,555 | 0.82% | 15,340 | Added |
| 18 | SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $703,581 | 0.75% | 28,428 | Trimmed |
| 19 | SPSM | SPDR S&P 600 Sm-cap ETF | $695,669 | 0.74% | 14,397 | Added |
| 20 | DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $352,132 | 0.38% | 9,038 | Added |
| 21 | MUB | ISHARES NATIONAL MUNI BOND ETF | $310,623 | 0.33% | 2,926 | New |
| 22 | VLUE | ISHARES MSCI USA VALUE FACTOR ETF | $263,784 | 0.28% | 1,855 | Added |
| 23 | VOO | VANGUARD S&P 500 ETF | $256,382 | 0.27% | 429 | Trimmed |
| 24 | IWF | ISHARES RUSSELL 1000 GROWTH ETF | $0 | 0.00% | 0 | Exited |
| 25 | IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31