Terminal · Institutions

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 13F Holdings -- Portfolio & Top Positions (2026-03-31)

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.

RankTickerCompanyValue% PortfolioSharesAction
1MRKMERCK & CO INC$13.9M14.83%115,409Trimmed
2CVXCHEVRON CORPORATION$8.7M9.26%41,887Trimmed
3BILSPDR SERIES TRUST$7.5M7.97%81,391Added
4CITHE CIGNA GROUP$3.1M3.33%11,696Trimmed
5SPYSTATE STR SPDR S&P 500 ETF T$2.3M2.50%3,600Trimmed
6AMZNAMAZON COM INC$2.0M2.17%9,745Trimmed
7AAPLAPPLE INC$1.9M2.08%7,656Trimmed
8MSFTMICROSOFT CORP$1.8M1.89%4,779Trimmed
9NVDANVIDIA CORPORATION$1.7M1.83%9,842Added
10JNJJOHNSON & JOHNSON$1.5M1.61%6,161Trimmed
11IEFISHARES TR$1.4M1.53%14,993Added
12GOOGLALPHABET INC$1.4M1.45%4,737Trimmed
13IVVISHARES TR$1.4M1.45%2,082Trimmed
14AVGOBROADCOM INC$1.3M1.34%4,054Trimmed
15GLDMWORLD GOLD TR$1.1M1.14%11,513Trimmed
16HGERHARBOR ETF TRUST$989,8081.06%31,919Trimmed
17SPDWSPDR INDEX SHS FDS$982,7541.05%21,528Trimmed
18SPYGSPDR SERIES TRUST$966,1761.03%9,868Trimmed
19VZVERIZON COMMUNICATIONS INC$952,4951.02%18,974Added
20MAMASTERCARD INCORPORATED$822,9400.88%1,647Trimmed
21METAMETA PLATFORMS INC$814,1890.87%1,423Added
22VXUSVANGUARD STAR FDS$722,0580.77%9,364Trimmed
23GOOGALPHABET INC$714,8550.76%2,492Trimmed
24TSLATESLA INC$709,6710.76%1,909Added
25VVISA INC$705,4280.75%2,334Trimmed

Source: SEC Form 13F filings · as of 2026-03-31