Wallace Advisory Group, LLC - Portfolio overview

Wallace Advisory Group, LLC has 181 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. BIL - SPDR SERIES TRUST, 12.95%
2. CI - THE CIGNA GROUP, 5.45%
3. SPY - STATE STR SPDR S&P 500 ETF T, 3.96%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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