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 51–100 of 128
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MDYG | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| SLYV | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| ISRG | INTUITIVE SURGICAL INC | 448 | $100K–$500K | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 3K | $100K–$500K | SH |
| AZO | AUTOZONE INC | 73 | $100K–$500K | SH |
| SONY | SONY GROUP CORP | 10K | $100K–$500K | SH |
| ETN | EATON CORP PLC | 769 | $100K–$500K | SH |
| SDY | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL | 1K | $100K–$500K | SH |
| GWX | SPDR INDEX SHS FDS | 6K | $100K–$500K | SH |
| XLK | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 4K | $100K–$500K | SH |
| UPS | UNITED PARCEL SERVICE INC | 2K | $100K–$500K | SH |
| SNPS | SYNOPSYS INC | 468 | $100K–$500K | SH |
| CNC | CENTENE CORP DEL | 5K | $100K–$500K | SH |
| CPRT | COPART INC | 5K | $100K–$500K | SH |
| HD | HOME DEPOT INC | 582 | $100K–$500K | SH |
| SPYG | SPDR SERIES TRUST | 1K | $100K–$500K | SH |
| SPDW | SPDR INDEX SHS FDS | 3K | $100K–$500K | SH |
| SPMB | SPDR SERIES TRUST | 4K | $50K–$100K | SH |
| OGN | ORGANON & CO | 12K | $50K–$100K | SH |
| LLY | ELI LILLY & CO | 76 | $50K–$100K | SH |
| MSFT | MICROSOFT CORP | 124 | $50K–$100K | SH |
| AMZN | AMAZON COM INC | 219 | $50K–$100K | SH |
| SPEM | SPDR INDEX SHS FDS | 1K | $15K–$50K | SH |
| SPSM | SPDR SERIES TRUST | 1K | $15K–$50K | SH |
| ORCL | ORACLE CORP | 158 | $15K–$50K | SH |
| QQQ | INVESCO QQQ TR | 45 | $15K–$50K | SH |
| AAPL | APPLE INC | 88 | $15K–$50K | SH |
| AVGO | BROADCOM INC | 51 | $15K–$50K | SH |
| META | META PLATFORMS INC | 25 | $15K–$50K | SH |
| SHOP | SHOPIFY INC | 102 | $15K–$50K | SH |
| IJH | ISHARES TR | 248 | $15K–$50K | SH |
| IJR | ISHARES TR | 103 | $1K–$15K | SH |
| BA | BOEING CO | 57 | $1K–$15K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 21 | $1K–$15K | SH |
| SLYG | SPDR SERIES TRUST | 122 | $1K–$15K | SH |
| BBJP | J P MORGAN EXCHANGE TRADED F | 174 | $1K–$15K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 22 | $1K–$15K | SH |
| IEF | ISHARES TR | 105 | $1K–$15K | SH |
| MELI | MERCADOLIBRE INC | 5 | $1K–$15K | SH |
| BIL | SPDR SERIES TRUST | 109 | $1K–$15K | SH |
| ASML | ASML HOLDING N V | 8 | $1K–$15K | SH |
| MSCI | MSCI INC | 14 | $1K–$15K | SH |
| IVV | ISHARES TR | 11 | $1K–$15K | SH |
| EME | EMCOR GROUP INC | 12 | $1K–$15K | SH |
| CSCO | CISCO SYS INC | 93 | $1K–$15K | SH |
| WFC | WELLS FARGO CO NEW | 64 | $1K–$15K | SH |
| AMT | AMERICAN TOWER CORP NEW | 33 | $1K–$15K | SH |
| EPAM | EPAM SYS INC | 28 | $1K–$15K | SH |