Wall Street Financial Group, Inc.

Q3 2026 13F-HR Holdings

Location
Carlinville, IL
Holdings as of
9/30/2026
Date filed
11/9/2026
Form type
13F-HR
Num holdings
126
Total value ($000)
$194,320
Net value change ($000)
+7,255 (3.9%)
New positions
11
Sold out positions
5
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
MSFT 1,864 44.5%
NVDA 1,826 19.0%
AAPL 1,372 20.0%
XOM 1,080 NEW
JPST 1,046 97.1%
PLTR 908 57.6%
IEF 886 24.5%
META 720 35.4%
XLK 545 15.7%
USTB 411 28.2%
Top Reduces (Value $000, Stocks/ETFs)
XMMO -1,605 -57.9%
SOXX -1,207 -13.3%
XOM -875 -100.0%
VCR -600 -14.8%
AMAT -504 -30.8%
AGG -473 -22.3%
XLI -337 -8.2%
GLW -278 -100.0%
MU -277 -7.9%
KLAC -262 -25.3%
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