Wall Capital Group, Inc.

Q1 2026 13F-HR Holdings

Location
Phoenix, AZ
Holdings as of
3/31/2026
Date filed
4/20/2026
Form type
13F-HR
Num holdings
23
Total value ($000)
$93,667
Net value change ($000)
-11,357 (-10.8%)
New positions
2
Sold out positions
4
Turnover %
34.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IWD 6,742 NEW
SPTM 5,540 34.0%
PYLD 966 3.0%
SGOV 912 79.6%
XLI 675 48.0%
XLU 343 35.7%
XLE 333 35.3%
MUB 311 NEW
XLB 273 55.3%
XLY 210 7.8%
Top Reduces (Value $000, Stocks/ETFs)
XLK -9,050 -100.0%
IUSG -6,867 -100.0%
IWF -6,507 -100.0%
XLV -2,727 -100.0%
XLF -1,424 -40.5%
XLC -722 -28.2%
IVV -254 -3.4%
VOO -140 -35.4%
XLP -74 -5.6%
QUAL -71 -5.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type