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Wallace Advisory Group, LLC

Q1 2026 13F Holdings

  • Location
    lafayette, CA
  • Num holdings

    123

  • Value ($000)

    $93,623

  • Date Filed
    04/21/2026
  • Form type
    13F-HR
  • CIK
    0001932645
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
M
MRK

MERCK & CO INC

COM
58933Y105
$13.88M
15 %

115,409

C
CHV

CHEVRON CORPORATION

COM
166764100
$8.67M
9 %

41,887

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78468R663
$7.46M
8 %

81,391

C
CI

THE CIGNA GROUP

COM
125523100
$3.12M
3 %

11,696

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$2.34M
3 %

3,600

A
AMZN

AMAZON COM INC

COM
023135106
$2.03M
2 %

9,745

A
AAPL

APPLE INC

COM
037833100
$1.94M
2 %

7,656

M
MSFT

MICROSOFT CORP

COM
594918104
$1.77M
2 %

4,779

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$1.72M
2 %

9,842

J
JNJ

JOHNSON & JOHNSON

COM
478160104
$1.51M
2 %

6,161

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