§ 13F · FUND PROFILE
Wallace Advisory Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $137.8T (13F)Positions · 172Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$95.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MRK | MERCK & CO INC | 115K | $12.1T | 12.7% | NEW |
| 2 | CVX | CHEVRON CORP NEW | 42K | $6.4T | 6.7% | NEW |
| 3 | CI | THE CIGNA GROUP | 12K | $3.2T | 3.4% | NEW |
| 4 | AMZN | AMAZON COM INC | 11K | $2.6T | 2.7% | NEW |
| 5 | SPY | SPDR S&P 500 ETF TR | 4K | $2.5T | 2.6% | NEW |
| 6 | SPEM | SPDR INDEX SHS FDS | 52K | $2.4T | 2.6% | NEW |
| 7 | MSFT | MICROSOFT CORP | 5K | $2.4T | 2.5% | NEW |
| 8 | AAPL | APPLE INC | 8K | $2.2T | 2.3% | NEW |
| 9 | BIL | SPDR SERIES TRUST | 22K | $2.0T | 2.1% | NEW |
| 10 | BBJP | J P MORGAN EXCHANGE TRADED F | 24K | $1.6T | 1.7% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WALLACE SIGNAL
AC read
Wallace Advisory Group, LLC is a Other fund managing $137785.1 trillion in assets. The fund runs a portfolio of 172 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed