Wallace Advisory Group, LLC
All 13F Filings
- Location
- Lafayette, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 106,324
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/3/2026 | 134 | 106,324 | 13F-HR | Wallace Advisory Group, LLC |
| Q1 2026 | 4/21/2026 | 123 | 93,623 | 13F-HR | Wallace Advisory Group, LLC |
| Q4 2025 | 1/23/2026 | 128 | 95,311 | 13F-HR | Wallace Advisory Group, LLC |
| Q3 2025 | 10/16/2025 | 168 | 124,427 | 13F-HR | Wallace Advisory Group, LLC |
| Q2 2025 | 7/30/2025 | 172 | 137,785 | 13F-HR | Wallace Advisory Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 69.12 K | 65.0% | 3.294 K | 0 | 3.294 K |
| ETFs | 37.21 K | 35.0% | 9.407 K | 0 | 9.407 K |
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Fund Snapshot
Q2 2026
Latest filed
8/3/2026
Total value ($000)
106,324
Holdings
134
QoQ value change ($000)
12,701
(13.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.