Viewing historical filing for 2025Q3. View latest →
DOSSIER · 13F-HR · Q2 2026

Wallace Advisory Group, LLC

$106M in tracked AUM across 257 positions as of Q2 2026.

WA
CIK 0001932645 · last filed Jun 30, 2026
Total AUM
$106M
as of Q2 2026
Holdings
257
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…