Wallace Advisory Group, LLC
Q4 2025 13F Holdings
- Locationlafayette, CA
- Num holdings
128
- Value ($000)
$95,311
- Date Filed01/23/2026
- Form type13F-HR
- CIK0001932645
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MERCK & CO INC | COM | 58933Y105 | $12.15M | 13 % | 115,430 | ||
CHEVRON CORP NEW | COM | 166764100 | $6.43M | 7 % | 42,167 | ||
THE CIGNA GROUP | COM | 125523100 | $3.22M | 3 % | 11,710 | ||
AMAZON COM INC | COM | 023135106 | $2.67M | 3 % | 11,563 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $2.52M | 3 % | 3,696 | ||
SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | $2.49M | 3 % | 53,199 | ||
MICROSOFT CORP | COM | 594918104 | $2.43M | 3 % | 5,034 | ||
APPLE INC | COM | 037833100 | $2.23M | 2 % | 8,185 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78468R663 | $2.05M | 2 % | 22,441 | ||
J P MORGAN EXCHANGE TRADED F | BETABULDRS JAPAN | 46641Q217 | $1.62M | 2 % | 24,595 |
Rows Per Page
10
- 5
- 10
- 20
- 30
- 50
- 100