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Wallace Advisory Group, LLC

Q3 2025 13F Holdings

  • Location
    lafayette, CA
  • Num holdings

    168

  • Value ($000)

    $124,427

  • Date Filed
    10/16/2025
  • Form type
    13F-HR
  • CIK
    0001932645
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
M
MRK

MERCK & CO INC

COM
58933Y105
$9.16M
7 %

115,664

C
CHV

CHEVRON CORP NEW

COM
166764100
$6.34M
5 %

44,290

A
AMZN

AMAZON COM INC

COM
023135106
$4.08M
3 %

18,583

C
CI

THE CIGNA GROUP

COM
125523100
$3.88M
3 %

11,735

K
KRE

SPDR SERIES TRUST

BLOOMBERG 1-3 MO
78468R663
$3.84M
3 %

41,896

M
MSFT

MICROSOFT CORP

COM
594918104
$2.9M
2 %

5,834

S
SPEM

SPDR INDEX SHS FDS

PORTFOLIO EMG MK
78463X509
$2.42M
2 %

56,514

G
GLDM

WORLD GOLD TR

SPDR GLD MINIS
98149E303
$2.34M
2 %

35,750

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$2.24M
2 %

3,631

A
AAPL

APPLE INC

COM
037833100
$2.07M
2 %

10,106

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