Institutions / Wallace Advisory Group, LLC
Wallace Advisory Group, LLC
CIK 1932645 · Institution · as of Dec 31, 2025
Portfolio value
$95.31M
Positions
128
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 128 →
| Company | Value | % of portfolio |
|---|---|---|
| Merck & Co., Inc. | $12.15M | 12.7% |
| Chevron Corp | $6.43M | 6.7% |
| Cigna Group | $3.22M | 3.4% |
| Amazon.com Inc | $2.67M | 2.8% |
| SPDR S&P 500 ETF Tr | $2.52M | 2.6% |
| SPDR Index Shs Fds | $2.49M | 2.6% |
| Microsoft Corp | $2.43M | 2.6% |
| Apple Inc. | $2.23M | 2.3% |
| SPDR Series Trust | $2.05M | 2.2% |
| J P Morgan Exchange Traded F | $1.62M | 1.7% |
| NVIDIA Corp | $1.59M | 1.7% |
| Alphabet Inc. | $1.55M | 1.6% |
| iShares Tr | $1.46M | 1.5% |
| Broadcom Inc. | $1.41M | 1.5% |
| Johnson & Johnson | $1.40M | 1.5% |
| iShares Tr | $1.39M | 1.5% |
| World Gold Tr | $1.37M | 1.4% |
| iShares MSCI UAE ETF | $1.25M | 1.3% |
| Vanguard Star Fds | $1.21M | 1.3% |
| Mastercard Inc | $1.20M | 1.3% |
| SPDR Series Trust | $1.15M | 1.2% |
| Harbor ETF Trust | $1.06M | 1.1% |
| SPDR Index Shs Fds | $1.04M | 1.1% |
| iShares MSCI UAE ETF | $976.1K | 1.0% |
| Oracle Corp | $969.9K | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.