Wallace Advisory Group, LLC: 13F holdings
CIK 19326452026Q2
| Positions | 134 |
|---|
| Reported value | $106.3m |
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| Filed | 2026-08-03 |
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Change since last quarter
| Positions | 134 (+11 vs prior quarter) |
|---|
| Reported value | $106.3m (+13.6%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| MRK MERCK & CO INC | 115,340 | $14.8m | 13.9% |
| CVX CHEVRON CORPORATION | 42,280 | $7.0m | 6.6% |
| BIL SPDR SERIES TRUST | 49,557 | $4.5m | 4.3% |
| CI THE CIGNA GROUP | 11,681 | $3.2m | 3.0% |
| SPY STATE STR SPDR S&P 500 ETF T | 3,739 | $2.8m | 2.6% |
| AAPL APPLE INC | 8,565 | $2.5m | 2.3% |
| NVDA NVIDIA CORPORATION | 11,546 | $2.3m | 2.2% |
| AMZN AMAZON COM INC | 9,487 | $2.3m | 2.1% |
| GOOGL ALPHABET INC | 5,189 | $1.9m | 1.7% |
| MSFT MICROSOFT CORP | 4,815 | $1.8m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1932645")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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