account_balance
Investment manager · 13F filer · SEC CIK 1932645
Wallace Advisory Group, LLC
Reported value$104Mas of Sep 30, 2026
Positions125 10 new, 19 sold out
Top 10 weight44.1%MRK alone is 16%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MRKMerck & Co., Inc.
16.1%
CVXChevron Corp
8.3%
BILSPDR Series Trust
3.4%Trimmed −23%
CICigna Group
3.1%
NVDANVIDIA Corp
2.5%Trimmed −3%
AAPLApple Inc.
2.4%−14%
AMZNAmazon.com Inc
2.3%
MSFTMicrosoft Corp
2.2%−6%
FLJPFranklin Templeton ETF Tr
2.1%+81%
GOOGLAlphabet Inc.
1.7%
AVGOBroadcom Inc.
1.6%Added +6%
VTIVanguard Index FDS
1.5%
MRKMerck & Co., Inc.
16.1%
CVXChevron Corp
8.3%
BILSPDR Series Trust
3.4%
CICigna Group
3.1%
NVDA2.5%AAPL2.4%AMZN2.3%MSFTFLJP
GOOGL1.7%AVGO1.6%VTI
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MRK Merck & Co., Inc. 16.1% HeldCVX Chevron Corp 8.3% Held
BIL SPDR Series Trust 3.4% Trimmed −23%
CI Cigna Group 3.1% HeldNVDA NVIDIA Corp 2.5% Trimmed −3%AAPL Apple Inc. 2.4% Trimmed −14%AMZN Amazon.com Inc 2.3% HeldMSFT Microsoft Corp 2.2% Trimmed −6%FLJP Franklin Templeton ETF Tr 2.1% Added +81%
GOOGL Alphabet Inc. 1.7% HeldAVGO Broadcom Inc. 1.6% Added +6%VTI Vanguard Index FDS 1.5% Added +6%
What changed
Biggest moves since Jun 30, 2026
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