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.
Wallace Advisory Group, LLC (CIK 1932645) reported $93.6M across 123 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MRK ($13.9M, 14.83%), CVX ($8.7M, 9.26%), BIL ($7.5M, 7.97%), CI ($3.1M, 3.33%), SPY ($2.3M, 2.50%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MRK | MERCK & CO INC | $13.9M | 14.83% | 115,409 | Trimmed |
| 2 | CVX | CHEVRON CORPORATION | $8.7M | 9.26% | 41,887 | Trimmed |
| 3 | BIL | SPDR SERIES TRUST | $7.5M | 7.97% | 81,391 | Added |
| 4 | CI | THE CIGNA GROUP | $3.1M | 3.33% | 11,696 | Trimmed |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | $2.3M | 2.50% | 3,600 | Trimmed |
| 6 | AMZN | AMAZON COM INC | $2.0M | 2.17% | 9,745 | Trimmed |
| 7 | AAPL | APPLE INC | $1.9M | 2.08% | 7,656 | Trimmed |
| 8 | MSFT | MICROSOFT CORP | $1.8M | 1.89% | 4,779 | Trimmed |
| 9 | NVDA | NVIDIA CORPORATION | $1.7M | 1.83% | 9,842 | Added |
| 10 | JNJ | JOHNSON & JOHNSON | $1.5M | 1.61% | 6,161 | Trimmed |
| 11 | IEF | ISHARES TR | $1.4M | 1.53% | 14,993 | Added |
| 12 | GOOGL | ALPHABET INC | $1.4M | 1.45% | 4,737 | Trimmed |
| 13 | IVV | ISHARES TR | $1.4M | 1.45% | 2,082 | Trimmed |
| 14 | AVGO | BROADCOM INC | $1.3M | 1.34% | 4,054 | Trimmed |
| 15 | GLDM | WORLD GOLD TR | $1.1M | 1.14% | 11,513 | Trimmed |
| 16 | HGER | HARBOR ETF TRUST | $989,808 | 1.06% | 31,919 | Trimmed |
| 17 | SPDW | SPDR INDEX SHS FDS | $982,754 | 1.05% | 21,528 | Trimmed |
| 18 | SPYG | SPDR SERIES TRUST | $966,176 | 1.03% | 9,868 | Trimmed |
| 19 | VZ | VERIZON COMMUNICATIONS INC | $952,495 | 1.02% | 18,974 | Added |
| 20 | MA | MASTERCARD INCORPORATED | $822,940 | 0.88% | 1,647 | Trimmed |
| 21 | META | META PLATFORMS INC | $814,189 | 0.87% | 1,423 | Added |
| 22 | VXUS | VANGUARD STAR FDS | $722,058 | 0.77% | 9,364 | Trimmed |
| 23 | GOOG | ALPHABET INC | $714,855 | 0.76% | 2,492 | Trimmed |
| 24 | TSLA | TESLA INC | $709,671 | 0.76% | 1,909 | Added |
| 25 | V | VISA INC | $705,428 | 0.75% | 2,334 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31