Fund HoldingsWallace Advisory Group, LLC

Total Portfolio Value
$93.62M
Total Bought
$13.39M
Total Sold
$22.78M
Net Transaction
-$9.39M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SPDR SERIES TRUST
ST STR BLO 1 ETF
22,44181,391+58,9502,0517,4597.97%+5,408
CHEVRON CORPORATION(CVX)42,16741,887-2806,4278,6669.26%+2,240
MERCK & CO INC(MRK)115,430115,409-2112,15013,88314.83%+1,732
SPDR INDEX SHS FDS
ST STR PO EX ETF
021,528+21,52809831.05%+983
SPDR INDEX SHS FDS
ST PORT MARK ETF
010,905+10,90505120.55%+512
DIREXION SHARES ETF TRUST
DA 500 BU 3X ETF
02,659+2,65904920.53%+492
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
026,746+26,74604630.49%+463
NETFLIX INC.(NFLX)03,547+3,54703410.36%+341
USCF ETF TR
SUMMERHAVEN K1
012,401+12,40103380.36%+338
AMERICAN CENTY ETF TR02,697+2,69702980.32%+298
VENTURE GLOBAL INC(VG)018,594+18,59402930.31%+293
META PLATFORMS INC(META)7921,423+6315238140.87%+291
GE VERNOVA INC(GEV)0301+30102630.28%+263
SPDR INDEX SHS FDS
ST INTL CAP ETF
05,706+5,70602410.26%+241
TAIWAN SEMICONDUCTOR MANUFAC(TSM)0702+70202370.25%+237
CSX CORP(CSX)05,691+5,69102340.25%+234
MARATHON PETE CORP(MPC)0950+95002320.25%+232
COSTCO WHOLESALE CORPORATION(COST)0213+21302120.23%+212
TESLA INC(TSLA)1,1101,909+7994997100.76%+210
COSTAR GROUP INC(CSGP)05,191+5,19102090.22%+209
VERIZON COMMUNICATIONS INC(VZ)018,974+18,97409521.02%+952
SPDR GOLD TR(GLD)0470+47002020.22%+202
EXXON MOBIL CORP3,7433,786+434506420.69%+192
BOEING CO(BA)1,5182,390+8723304760.51%+146
AT&T INC(T)018,934+18,93405490.59%+549
SHELL PLC(SHEL)5,9376,014+774365590.60%+123
NVIDIA CORPORATION(NVDA)09,842+9,84201,7161.83%+1,716
MONDELEZ INTL INC(MDLZ)06,828+6,82803940.42%+394
CONSTELLATION BRANDS INC(STZ)1,9382,550+6122673830.41%+115
JOHNSON & JOHNSON(JNJ)6,7446,161-5831,3961,5061.61%+110
PHILIP MORRIS INTL INC(PM)04,008+4,00806630.71%+663
EATON CORP PLC(ETN)769852+832453050.33%+60
PFIZER INC(PFE)11,58911,928+3392893350.36%+46
CORNING INC(GLW)02,066+2,06602810.30%+281
ISHARES TR14,47614,993+5171,3921,4311.53%+39
SALESFORCE INC(CRM)2,0213,068+1,0475355730.61%+37
PEPSICO INC(PEP)1,6171,725+1082322680.29%+36
BRISTOL-MYERS SQUIBB CO(BMY)4,5964,540-562482750.29%+27
PG&E CORP(PCG)17,47517,489+142813070.33%+26
COCA COLA CO(KO)02,976+2,97602260.24%+226
LOWES COS INC(LOW)01,726+1,72604080.44%+408
JD.COM INC(JD)20,92521,058+1336016230.67%+22
WILLIAMS COS INC(WMB)4,5364,037-4992732940.31%+21
APPLIED MATLS INC0766+76602620.28%+262
EPAM SYS INC(EPAM)1,6762,668+9923433610.39%+18
MITSUBISHI UFJ FINANCIAL GRO(MUFG)10,54110,727+1861671820.19%+15
SPDR SERIES TRUST
ST STR SP DIV
1,7491,753+42432560.27%+12
ISHARES TR2,8432,84303423530.38%+12
WASTE MGMT INC DEL(WM)1,0851,087+22382500.27%+11
AMERICAN INTL GROUP INC2,9303,477+5472512620.28%+11
CVS HEALTH CORP(CVS)4,2264,765+5393353420.37%+7
VANGUARD TAX-MANAGED FDS3,6453,64502282340.25%+6
AMERICAN TOWER CORP(AMT)1,8801,929+493303330.36%+3
AUTOZONE INC(AZO)7576+12542570.27%+2
SPDR SERIES TRUST
ST STR SP400GRW
2,8462,733-1132632620.28%-1
SPDR SERIES TRUST
ST STR SP600SM C
2,8182,697-1212562550.27%-1
UNITED PARCEL SVCS INC(UPS)2,2812,270-112262230.24%-3
TECHNIPFMC PLC(FTI)6,1413,887-2,2542742690.29%-5
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
9,6809,705+253833770.40%-6
MERCADOLIBRE INC(MELI)0156+15602700.29%+270
SPDR SERIES TRUST
ST STR SP400VAL
3,4223,318-1042902830.30%-7
INVESCO QQQ TR444459+152732650.28%-8
SPDR SERIES TRUST
ST STR SP600GRWO
3,6243,437-1873413320.35%-9
VANGUARD INTL EQUITY INDEX F4,2084,010-1982262170.23%-9
AES CORP(AES)21,11320,625-4883032910.31%-12
ORGANON & CO(OGN)11,71111,711084700.07%-14
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,5901,59002292110.23%-18
BARRICK MNG CORP(B)5,6585,596-622462280.24%-18
ASML HLDG NV
N Y REGISTRY SHS
454352-1024864650.50%-21
CISCO SYS INC(CSCO)06,174+6,17404790.51%+479
VANGUARD INTL EQUITY INDEX F4,9174,855-626946720.72%-22
CITIGROUP INC(C)2,4952,365-1302912680.29%-23
ISHARES TR
US TREAS BD ETF
16,70915,786-9233853620.39%-23
SPDR SERIES TRUST
ST STR SP600 SML
7,6586,943-7153593350.36%-23
ABBVIE INC(ABBV)1,8831,867-164304060.43%-24
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
4,0193,768-2513373120.33%-25
ISHARES TR10,3309,725-6056826570.70%-25
US BANCORP(USB)9,1678,919-2484894640.50%-25
BERKSHIRE HATHAWAY INC DEL746728-183753490.37%-26
SPDR SERIES TRUST
ST LON TREAS ETF
12,15311,158-9953222930.31%-28
GE AEROSPACE(GE)1,2051,20503713420.37%-29
SPDR SERIES TRUST
ST STR BACKE ETF
18,25016,713-1,5374093740.40%-35
ISHARES TR1,4201,263-1573503130.33%-36
THERMO FISHER SCIENTIFIC INC(TMO)0627+62703080.33%+308
ISHARES TR
0-5YR HI YL CP
10,4479,622-8254484070.43%-41
RTX CORPORATION(RTX)2,1071,783-3243863440.37%-42
JPMORGAN CHASE & CO(JPM)01,745+1,74505130.55%+513
TENET HEALTHCARE CORP(THC)01,100+1,10002080.22%+208
STARBUCKS CORP(SBUX)03,198+3,19802870.31%+287
BANK AMERICA CORP7,1486,926-2223933380.36%-55
MORGAN STANLEY(MS)1,8131,617-1963222660.28%-56
SPDR SERIES TRUST
ST STR P500VAL
12,05310,970-1,0836856210.66%-64
FREEPORT MCMORAN INC(FCX)7,4005,289-2,1113763110.33%-65
HARBOR ETF TRUST
COMM ALL WEA ETF
42,86831,919-10,9491,0649901.06%-74
S&P GLOBAL INC(SPGI)578535-433022280.24%-74
INTERNATIONAL BUSINESS MACHS(IBM)1,4311,418-134243440.37%-80
WELLS FARGO & CO(WFC)6,7836,879+966325480.58%-85
TJX COS INC NEW(TJX)3,0952,432-6634753880.41%-87
BOOKING HOLDINGS INC(BKNG)066+6602780.30%+278
ISHARES TR2,1312,082-491,4601,3601.45%-100
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