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 Street Financial Group, Inc. (CIK 2019337) reported $168.9M across 659 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VGT ($11.5M, 6.79%), QQQM ($9.6M, 5.68%), NVDA ($7.4M, 4.37%), EVTR ($7.1M, 4.18%), IVV ($6.0M, 3.55%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VGT | VANGUARD WORLD FD | $11.5M | 6.79% | 16,432 | Trimmed |
| 2 | QQQM | INVESCO EXCH TRADED FD TR II | $9.6M | 5.68% | 40,367 | Trimmed |
| 3 | NVDA | NVIDIA CORPORATION | $7.4M | 4.37% | 42,334 | Trimmed |
| 4 | EVTR | MORGAN STANLEY ETF TRUST | $7.1M | 4.18% | 138,984 | Added |
| 5 | IVV | ISHARES TR | $6.0M | 3.55% | 9,184 | Trimmed |
| 6 | SOXX | ISHARES TR | $5.5M | 3.26% | 16,753 | Trimmed |
| 7 | VFH | VANGUARD WORLD FD | $5.3M | 3.12% | 43,619 | Added |
| 8 | AAPL | APPLE INC | $5.2M | 3.09% | 20,567 | Trimmed |
| 9 | AGG | ISHARES TR | $5.1M | 3.02% | 51,418 | Added |
| 10 | BCI | ABRDN ETFS | $3.9M | 2.31% | 160,941 | New |
| 11 | XLC | SELECT SECTOR SPDR TR | $3.8M | 2.28% | 34,685 | Trimmed |
| 12 | MSFT | MICROSOFT CORP | $3.6M | 2.13% | 9,709 | Trimmed |
| 13 | VCR | VANGUARD WORLD FD | $3.5M | 2.09% | 9,811 | Added |
| 14 | AMZN | AMAZON COM INC | $2.8M | 1.67% | 13,550 | New |
| 15 | XLI | SELECT SECTOR SPDR TR | $2.7M | 1.62% | 16,934 | Trimmed |
| 16 | AVGO | BROADCOM INC | $2.3M | 1.37% | 7,480 | Trimmed |
| 17 | GOOGL | ALPHABET INC | $2.2M | 1.32% | 7,729 | New |
| 18 | VHT | VANGUARD WORLD FD | $2.1M | 1.23% | 7,630 | Trimmed |
| 19 | XLK | SELECT SECTOR SPDR TR | $2.1M | 1.22% | 15,448 | Trimmed |
| 20 | LLY | ELI LILLY & CO | $2.0M | 1.19% | 2,176 | Trimmed |
| 21 | PLTR | PALANTIR TECHNOLOGIES INC | $1.9M | 1.13% | 13,022 | Trimmed |
| 22 | GOOG | ALPHABET INC | $1.9M | 1.13% | 6,626 | New |
| 23 | META | META PLATFORMS INC | $1.8M | 1.06% | 3,130 | Trimmed |
| 24 | TSLA | TESLA INC | $1.7M | 1.00% | 4,532 | Trimmed |
| 25 | SCHD | SCHWAB STRATEGIC TR | $1.6M | 0.93% | 51,017 | New |
Source: SEC Form 13F filings · as of 2026-03-31