Wallace Advisory Group, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationlafayette, CA
- CIK0001932645
- All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
128 | $95.31M | MRK, CHV, CI, AMZN | 13F-HR | Jan 23, 2026 | 000193264526000001 | ||
168 | $124.43M | MRK, CHV, AMZN, CI | 13F-HR | Oct 16, 2025 | 000193264525000002 | ||
172 | $137.79M | MRK, CHV, AMZN, CI | 13F-HR | Jul 30, 2025 | 000108514625004313 | ||
187 | $144.49M | MRK, CHV, AMZN, AAPL | 13F-HR | Apr 9, 2025 | 000108514625001938 | ||
182 | $144.69M | MRK, CHV, AMZN, CI | 13F-HR | Jan 13, 2025 | 000108514625000155 | ||
177 | $136.69M | MRK, CHV, AMZN, CI | 13F-HR | Oct 4, 2024 | 000108514624004642 | ||
178 | $138.92M | MRK, CHV, AMZN, CI | 13F-HR | Aug 15, 2024 | 000108514624004015 | ||
171 | $133.12M | MRK, CHV, AMZN, CI | 13F-HR | Apr 12, 2024 | 000108514624001767 | ||
164 | $127.68M | MRK, CHV, XHLF, FLJH | 13F-HR | Jan 9, 2024 | 000108514624000084 | ||
173 | $139.27M | MRK, XHLF, CHV, AMZN | 13F-HR | Oct 5, 2023 | 000108514623003568 | ||
173 | $131.45M | MRK, CHV, SGOV, USFR | 13F-HR | Jul 11, 2023 | 000108514623002627 | ||
174 | $131.46M | MRK, CHV, SGOV, USFR | 13F-HR | May 11, 2023 | 000108514623002212 | ||
158 | $126.69M | MRK, USFR, CHV, SGOV | 13F-HR | Feb 21, 2023 | 000108514623001424 |