Wallace Advisory Group, LLC Portfolio Holdings
Wallace Advisory Group, LLC
- $95.3 Billion
- Q4 2025
Wallace Advisory Group, LLC has filed its 13F form on January 22, 2026 for Q4 2025 where it was disclosed a total value porftolio of $95.3 Billion distributed in 239 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Merck & Co., Inc. with a value of $12.2B, Chevron Corp with a value of $6.43B, Cigna Corp with a value of $3.22B, Amazon Com Inc with a value of $2.67B, and Spdr S&P 500 ETF Trust with a value of $2.52B.
Examining the 13F form we can see an decrease of $29.1B in the current position value, from $124B to 95.3B.
Wallace Advisory Group, LLC is based out at Lafayette, CA
Below you can find more details about Wallace Advisory Group, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 239
- Current Value $95.3 Billion
- Prior Value $124 Billion
- Filing
- Period Q4 2025
- Filing Date January 22, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 9 stocks
- Additional Purchases 17 stocks
- Sold out of 0 stocks
- Reduced holdings in 101 stocks