Top 1 Wallace Foundation Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 100% | 330.1K | $226.7M | +0.29%(+943) | $619.77(+15.36%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +9.52% |
| Top 20 Holdings Unweighted | — | — | — | — | +9.52% |
Wallace Foundation reports $226.74M in US-listed equity holdings across 1 position in its most recent 13F filing. Its largest disclosed position is VOO (100.0%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +9.52% cumulatively over 2 quarters. 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 Foundation’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1951918). View Wallace Foundation’s 13F filings on SEC