StockDriftsStockDriftsTop 50 Wallace Advisory Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MRK | MERCK & CO INC | 13.94% | 115.3K | $14.8M | -0.06%(-69) | $98.53(+33.98%) | 2026-06-30 | |
| CVX | CHEVRON CORPORATION | 6.59% | 42.3K | $7.0M | +0.94%(+393) | $161.36(+20.81%) | 2026-06-30 | |
| BIL | SPDR SERIES TRUST | 4.27% | 49.6K | $4.5M | -39.11%(-31.83K) | $91.57(-0.09%) | 2026-06-30 | |
| CI | THE CIGNA GROUP | 3.03% | 11.7K | $3.2M | -0.13%(-15) | $304.45(-8.94%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.63% | 3.7K | $2.8M | +3.86%(+139) | $430.39(+79.73%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.33% | 8.6K | $2.5M | +11.87%(+909) | $180.71(+69.70%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.17% | 11.5K | $2.3M | +17.31%(+1.70K) | $85.84(+156.83%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.13% | 9.5K | $2.3M | -2.65%(-258) | $99.15(+177.31%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.74% | 5.2K | $1.9M | +9.54%(+452) | $113.86(+208.68%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.69% | 4.8K | $1.8M | +0.75%(+36) | $288.79(+74.09%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.45% | +31.10% | — | — | +38.28% |
| Top 20 Holdings Unweighted | +11.73% | +39.47% | — | — | +55.65% |
Wallace Advisory Group, LLC reports $106.32M in US-listed equity holdings across 134 positions in its most recent 13F filing. Its largest disclosed positions are MRK (13.9%), CVX (6.6%) and BIL (4.3%). The top 20 holdings account for 53.95% of reported assets. Its disclosed equity book has returned +31.10% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wallace Advisory Group, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1932645). View Wallace Advisory Group, LLC’s 13F filings on SEC