Wallace Advisory Group, LLC — 13F holdings

Wallace Advisory Group, LLC reported 257 holdings worth $106M in its 13F filing for Q2 2026, filed August 3, 2026.

Largest positions

  1. MRK MERCK & CO INC — $14.8M (13.9%)
  2. CVX CHEVRON CORP NEW — $7.01M (6.6%)
  3. BIL SPDR SERIES TRUST — $4.54M (4.3%)
  4. CI THE CIGNA GROUP — $3.22M (3.0%)
  5. SPY SPDR S&P 500 ETF TR — $2.79M (2.6%)
  6. AAPL APPLE INC — $2.48M (2.3%)
  7. NVDA NVIDIA CORPORATION — $2.31M (2.2%)
  8. AMZN AMAZON COM INC — $2.26M (2.1%)
  9. GOOGL ALPHABET INC — $1.85M (1.7%)
  10. MSFT MICROSOFT CORP — $1.80M (1.7%)