CIK 1932645
Wallace Advisory Group, LLC
Institutional 13F holdings & portfolio
Holdings
128
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 128
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CVX | CHEVRON CORP NEW | 42K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 4K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 8K | $1M+ | SH |
| GOOGL | ALPHABET INC | 5K | $1M+ | SH |
| GLDM | WORLD GOLD TR | 16K | $1M+ | SH |
| STIP | ISHARES TR | 12K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 16K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 2K | $1M+ | SH |
| HGER | HARBOR ETF TRUST | 43K | $1M+ | SH |
| INDA | ISHARES TR | 18K | $500K+ | SH |
| GOOG | ALPHABET INC | 3K | $500K+ | SH |
| V | VISA INC | 2K | $500K+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 18K | $500K+ | SH |
| JD | JD.COM INC | 21K | $500K+ | SH |
| SPYV | SPDR SERIES TRUST | 10K | $500K+ | SH |
| SPXL | DIREXION SHS ETF TR | 3K | $500K+ | SH |
| JPM | JPMORGAN CHASE & CO. | 2K | $500K+ | SH |
| CRM | SALESFORCE INC | 2K | $500K+ | SH |
| APH | AMPHENOL CORP NEW | 4K | $500K+ | SH |
| USB | US BANCORP DEL | 9K | $100K–$500K | SH |
| TSLA | TESLA INC | 1K | $100K–$500K | SH |
| TJX | TJX COS INC NEW | 3K | $100K–$500K | SH |
| NOW | SERVICENOW INC | 3K | $100K–$500K | SH |
| SHEL | SHELL PLC | 6K | $100K–$500K | SH |
| IDXX | IDEXX LABS INC | 635 | $100K–$500K | SH |
| ABBV | ABBVIE INC | 2K | $100K–$500K | SH |
| ZTS | ZOETIS INC | 3K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 1K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 7K | $100K–$500K | SH |
| DFAC | DIMENSIONAL ETF TRUST | 10K | $100K–$500K | SH |
| LOW | LOWES COS INC | 2K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 2K | $100K–$500K | SH |
| FCX | FREEPORT-MCMORAN INC | 7K | $100K–$500K | SH |
| BKNG | BOOKING HOLDINGS INC | 67 | $100K–$500K | SH |
| SHYG | ISHARES TR | 8K | $100K–$500K | SH |
| IWM | ISHARES TR | 1K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 3K | $100K–$500K | SH |
| ACN | ACCENTURE PLC IRELAND | 1K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 4K | $100K–$500K | SH |
| CVS | CVS HEALTH CORP | 4K | $100K–$500K | SH |
| ADBE | ADOBE INC | 911 | $100K–$500K | SH |
| MS | MORGAN STANLEY | 2K | $100K–$500K | SH |
| GOVT | ISHARES TR | 13K | $100K–$500K | SH |
| SPGI | S&P GLOBAL INC | 556 | $100K–$500K | SH |
| MDYV | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| LUV | SOUTHWEST AIRLS CO | 7K | $100K–$500K | SH |
| PCG | PG&E CORP | 17K | $100K–$500K | SH |
| MDLZ | MONDELEZ INTL INC | 5K | $100K–$500K | SH |
| FTI | TECHNIPFMC PLC | 6K | $100K–$500K | SH |
| SPTL | SPDR SERIES TRUST | 10K | $100K–$500K | SH |