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Portfolio (Quarterly) Guide ↗

Wallace Advisory Group, LLC

· CIK 0001932645
13F Portfolio $106M AUM 257 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 134 New
Page 2 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TSLA TESLA INC Consumer Cyclical 2,321.0 $976K 0.92% NEW $420.60 -16.7%
22 GOVT ISHARES TR 42,200.0 $961K 0.90% NEW $22.78 -0.9%
23 VEA VANGUARD TAX-MANAGED FDS 13,317.0 $949K 0.89% NEW $71.25 +3.6%
24 SPMB SPDR SERIES TRUST 42,246.0 $943K 0.89% NEW $22.31 -0.9%
25 META META PLATFORMS INC Communication Services 1,659.0 $935K 0.88% NEW $563.32 +1.2%
26 QQQ INVESCO QQQ TR Financial Services 1,243.0 $915K 0.86% NEW $736.49 -3.5%
27 SPYV SPDR SERIES TRUST 14,933.0 $908K 0.85% NEW $60.79 +4.6%
28 GLDM WORLD GOLD TR Financial Services 11,285.0 $896K 0.84% NEW $79.42 +16.3%
29 SHYG ISHARES TR 21,117.0 $896K 0.84% NEW $42.41 -0.1%
30 VXUS VANGUARD STAR FDS 8,893.0 $760K 0.71% NEW $85.49 +3.1%
31 VT VANGUARD INTL EQUITY INDEX F 4,821.0 $757K 0.71% NEW $156.95 +2.6%
32 SPXL DIREXION SHARES ETF TRUST 2,790.0 $755K 0.71% NEW $270.67 +5.9%
33 IJH ISHARES TR 9,726.0 $750K 0.70% NEW $77.11 -1.3%
34 VCIT VANGUARD SCOTTSDALE FDS 9,052.0 $748K 0.70% NEW $82.65 -1.3%
35 VZ VERIZON COMMUNICATIONS INC Communication Services 17,566.0 $744K 0.70% NEW $42.34 +18.7%
36 BND VANGUARD BD INDEX FDS 9,678.0 $710K 0.67% NEW $73.41 -1.0%
37 SPTL SPDR SERIES TRUST 26,460.0 $694K 0.65% NEW $26.23 -2.9%
38 GOOG ALPHABET INC 1,962.0 $693K 0.65% NEW $353.33
39 V VISA INC Financial Services 1,861.0 $638K 0.60% NEW $343.09 +12.0%
40 MA MASTERCARD INCORPORATED Financial Services 1,238.0 $636K 0.60% NEW $513.60 +16.7%
Page 2 of 7  ·  134 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 30.8%
Technology 20.6%
Financial Services 12.5%
Energy 11.9%
Consumer Cyclical 7.9%
Communication Services 5.9%
Industrials 5.4%
Consumer Defensive 2.7%
Utilities 1.1%
Basic Materials 0.8%