Wall Street Financial Group, Inc. Top Holdings and 13F Report (2026)

About Wall Street Financial Group, Inc.

Investment Activity

Wall Street Financial Group, Inc. has $187.07 million in total holdings as of June 30, 2026.
Wall Street Financial Group, Inc. owns shares of 120 different stocks, but just 38 companies or ETFs make up 80% of its holdings.
Approximately 20.44% of the portfolio was purchased this quarter.
About 20.04% of the portfolio was sold this quarter.
This quarter, Wall Street Financial Group, Inc. has purchased 667 new stocks and bought additional shares in 80 stocks.
Wall Street Financial Group, Inc. sold shares of 36 stocks and completely divested from 551 stocks this quarter.

Largest Holdings

Vanguard Information Technology ETF: $18,146,550
Invesco NASDAQ 100 ETF: $12,019,993
NVIDIA: $9,605,905
iShares Semiconductor ETF: $9,078,367
Apple: $6,847,381

Largest New Holdings this Quarter

464287440 - iShares 7-10 Year Treasury Bond ETF: $3,615,979 Holding
33739Q200 - First Trust Low Duration Opportunities ETF: $1,459,749 Holding
92647N535 - VictoryShares Short-Term Bond ETF: $1,459,020 Holding
859241101 - Sterling Infrastructure: $357,567 Holding

Largest Purchases this Quarter

Vanguard Information Technology ETF: 135,397 shares (about $16.18M)
iShares 7-10 Year Treasury Bond ETF: 38,236 shares (about $3.62M)
Invesco S&P MidCap Momentum ETF: 9,621 shares (about $1.64M)
First Trust Low Duration Opportunities ETF: 29,324 shares (about $1.46M)
VictoryShares Short-Term Bond ETF: 28,823 shares (about $1.46M)

Largest Sales this Quarter

iShares Core U.S. Aggregate Bond ETF: 29,946 shares (about $2.96M)
iShares Semiconductor ETF: 2,585 shares (about $1.66M)
MORGAN STANLEY ETF TRUST: 12,251 shares (about $621.25K)
Invesco NASDAQ 100 ETF: 693 shares (about $209.96K)
iShares Core S&P 500 ETF: 254 shares (about $190.21K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VGT Vanguard Information Technology ETF	$18,146,550	$16,182,603 â–²	824.0%	151,829	9.7%	ETF
QQQM Invesco NASDAQ 100 ETF	$12,019,993	$209,958 â–¼	-1.7%	39,674	6.4%	ETF
NVDA NVIDIA	$9,605,905	$1,135,309 â–²	13.4%	48,008	5.1%	Computer and Technology
SOXX iShares Semiconductor ETF	$9,078,367	$1,656,379 â–¼	-15.4%	14,168	4.9%	ETF
AAPL Apple	$6,847,381	$896,143 â–²	15.1%	23,664	3.7%	Computer and Technology
IVV iShares Core S&P 500 ETF	$6,687,339	$190,211 â–¼	-2.8%	8,930	3.6%	ETF
MORGAN STANLEY ETF TRUST	$6,426,612	$621,246 â–¼	-8.8%	126,733	3.4%	EATO VANC BD ETF
VFH Vanguard Financials ETF	$5,915,258	$175,027 â–²	3.0%	44,949	3.2%	ETF
XLC Communication Services Select Sector SPDR Fund	$4,282,301	$566,503 â–²	15.2%	39,973	2.3%	ETF
MSFT Microsoft	$4,185,250	$563,629 â–²	15.6%	11,220	2.2%	Computer and Technology
XLI Industrial Select Sector SPDR Fund	$4,110,370	$973,738 â–²	31.0%	22,191	2.2%	ETF
VCR Vanguard Consumer Discretionary ETF	$4,045,879	$154,680 â–²	4.0%	10,201	2.2%	ETF
AMZN Amazon.com	$3,731,839	$502,409 â–²	15.6%	15,658	2.0%	Retail/Wholesale
IEF iShares 7-10 Year Treasury Bond ETF	$3,615,979	$3,615,979 â–²	New Holding	38,236	1.9%	ETF
MU Micron Technology	$3,519,268	$29,240 â–²	0.8%	3,009	1.9%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$3,470,131	$526,978 â–²	17.9%	18,214	1.9%	ETF
GOOGL Alphabet	$3,285,201	$523,174 â–²	18.9%	9,193	1.8%	Computer and Technology
AVGO Broadcom	$3,279,150	$453,664 â–²	16.1%	8,681	1.8%	Computer and Technology
AMD Advanced Micro Devices	$2,902,384	$103,068 â–¼	-3.4%	4,928	1.6%	Computer and Technology
XMMO Invesco S&P MidCap Momentum ETF	$2,773,131	$1,636,928 â–²	144.1%	16,299	1.5%	ETF
GOOG Alphabet	$2,682,128	$340,963 â–²	14.6%	7,591	1.4%	Computer and Technology
LLY Eli Lilly and Company	$2,654,531	$44,382 â–²	1.7%	2,213	1.4%	Medical
VHT Vanguard Health Care ETF	$2,203,919	$77,441 â–¼	-3.4%	7,371	1.2%	ETF
TSLA Tesla	$2,149,840	$243,545 â–²	12.8%	5,111	1.1%	Auto/Tires/Trucks
AGG iShares Core U.S. Aggregate Bond ETF	$2,125,278	$2,964,026 â–¼	-58.2%	21,472	1.1%	Finance
META Meta Platforms	$2,033,823	$270,914 â–²	15.4%	3,611	1.1%	Computer and Technology
INTC Intel	$1,854,096	$44,541 â–²	2.5%	13,279	1.0%	Computer and Technology
IYK iShares U.S. Consumer Staples ETF	$1,680,192	$76,293 â–²	4.8%	23,124	0.9%	ETF
AMAT Applied Materials	$1,634,050	$16,630 â–¼	-1.0%	2,260	0.9%	Computer and Technology
HBT HBT Financial	$1,619,654	$540,471 â–²	50.1%	50,630	0.9%	Finance
PALANTIR TECHNOLOGIES INC	$1,577,495	$58,218 â–²	3.8%	13,521	0.8%	CL A
LAM RESEARCH CORP	$1,480,109	$39,429 â–¼	-2.6%	3,416	0.8%	COM NEW
LMBS First Trust Low Duration Opportunities ETF	$1,459,749	$1,459,749 â–²	New Holding	29,324	0.8%	Manufacturing
USTB VictoryShares Short-Term Bond ETF	$1,459,020	$1,459,020 â–²	New Holding	28,823	0.8%	ETF
VPU Vanguard Utilities ETF	$1,441,172	$27,990 â–²	2.0%	7,363	0.8%	ETF
XLV Health Care Select Sector SPDR Fund	$1,426,847	$417,281 â–²	41.3%	8,993	0.8%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$1,326,462	$407,939 â–²	44.4%	15,094	0.7%	ETF
BRK.B Berkshire Hathaway	$1,315,525	$394,307 â–²	42.8%	2,629	0.7%	Finance
CAT Caterpillar	$1,228,148	$106,518 â–²	9.5%	1,153	0.7%	Industrials
WALMART INC	$1,185,769	$102,165 â–²	9.4%	10,469	0.6%	COM
JPM JPMorgan Chase & Co.	$1,099,174	$103,436 â–²	10.4%	3,358	0.6%	Finance
JPST JPMorgan Ultra-Short Income ETF	$1,076,888	$45,159 â–¼	-4.0%	21,295	0.6%	ETF
KLAC KLA	$1,035,469	$931,982 â–²	900.6%	3,432	0.6%	Computer and Technology
FIX Comfort Systems USA	$988,993	$25,641 â–¼	-2.5%	540	0.5%	Construction
COST Costco Wholesale	$920,502	$99,160 â–²	12.1%	984	0.5%	Retail/Wholesale
XLE Energy Select Sector SPDR Fund	$905,267	$69,840 â–¼	-7.2%	17,045	0.5%	ETF
CSCO Cisco Systems	$891,052	$54,149 â–¼	-5.7%	7,586	0.5%	Computer and Technology
XOM ExxonMobil	$875,145	$183,478 â–²	26.5%	6,401	0.5%	Energy
V Visa	$827,889	$176,694 â–²	27.1%	2,413	0.4%	Business Services
JNJ Johnson & Johnson	$764,991	$159,246 â–²	26.3%	3,012	0.4%	Medical
TXN Texas Instruments	$742,492	$179,438 â–¼	-19.5%	2,491	0.4%	Computer and Technology
MRVL Marvell Technology	$664,268	$61,065 â–²	10.1%	2,230	0.4%	Computer and Technology
ABBV AbbVie	$630,107	$25,919 â–¼	-4.0%	2,504	0.3%	Medical
NFLX Netflix	$618,038	$93,891 â–²	17.9%	8,656	0.3%	Consumer Discretionary
GE GE Aerospace	$585,600	$190,022 â–¼	-24.5%	1,621	0.3%	Aerospace
CELESTICA INC	$585,504	$25,536 â–²	4.6%	1,605	0.3%	COM
MS Morgan Stanley	$567,962	$67,520 â–²	13.5%	2,717	0.3%	Finance
KO CocaCola	$565,755	$4,795 â–¼	-0.8%	6,961	0.3%	Consumer Staples
QCOM Qualcomm	$563,610	$10,533 â–²	1.9%	3,050	0.3%	Computer and Technology
XLB Materials Select Sector SPDR Fund	$555,895	$50,222 â–²	9.9%	10,936	0.3%	ETF
CRWD CrowdStrike	$544,958	$3,887 â–²	0.7%	701	0.3%	Computer and Technology
ADI Analog Devices	$534,714	$58,000 â–¼	-9.8%	1,346	0.3%	Computer and Technology
MA Mastercard	$529,577	$89,889 â–²	20.4%	1,031	0.3%	Business Services
CVX Chevron	$488,495	$36,633 â–¼	-7.0%	2,947	0.3%	Energy
BAC Bank of America	$483,179	$34,814 â–²	7.8%	8,480	0.3%	Finance
MRK Merck & Co., Inc.	$460,030	$20,046 â–¼	-4.2%	3,580	0.2%	Medical
LINDE PLC	$456,148	$53,451 â–²	13.3%	879	0.2%	SHS
PANW Palo Alto Networks	$445,223	$78,569 â–²	21.4%	1,275	0.2%	Computer and Technology
HD Home Depot	$443,043	$19,754 â–¼	-4.3%	1,256	0.2%	Retail/Wholesale
UNH UnitedHealth Group	$429,771	$27,432 â–²	6.8%	1,034	0.2%	Medical
SANDISK CORP	$428,406	$154,955 â–²	56.7%	188	0.2%	COM
GE VERNOVA INC	$425,628	$19,988 â–²	4.9%	362	0.2%	COM
PG Procter & Gamble	$409,126	$29,035 â–²	7.6%	2,790	0.2%	Consumer Staples
PEP PepsiCo	$400,513	$31,277 â–¼	-7.2%	2,958	0.2%	Consumer Staples
LOW Lowe's Companies	$396,662	$37,042 â–²	10.3%	1,799	0.2%	Retail/Wholesale
GS The Goldman Sachs Group	$389,377	$62,705 â–²	19.2%	385	0.2%	Finance
PFXF VanEck Preferred Securities ex Financials ETF	$384,979	$48,970 â–²	14.6%	21,580	0.2%	ETF
ASML ASML	$365,537	$31,786 â–¼	-8.0%	184	0.2%	Computer and Technology
AMGN Amgen	$359,585	$81,115 â–¼	-18.4%	993	0.2%	Medical
RTX RTX	$358,413	$116,498 â–¼	-24.5%	1,889	0.2%	Aerospace
STRL Sterling Infrastructure	$357,567	$357,567 â–²	New Holding	426	0.2%	Construction
WFC Wells Fargo & Company	$337,832	$74,954 â–²	28.5%	4,088	0.2%	Finance
WDC Western Digital	$336,403	$44,576 â–²	15.3%	566	0.2%	Computer and Technology
TER Teradyne	$322,895	$60,513 â–¼	-15.8%	667	0.2%	Computer and Technology
GILD Gilead Sciences	$322,429	$47,884 â–²	17.4%	2,552	0.2%	Medical
PM Philip Morris International	$320,753	$29,126 â–²	10.0%	1,773	0.2%	Consumer Staples
IBM International Business Machines	$310,456	$65,241 â–²	26.6%	1,104	0.2%	Computer and Technology
APH Amphenol	$296,696	$62,587 â–²	26.7%	1,626	0.2%	Computer and Technology
SPSK SP Funds Dow Jones Global Sukuk ETF	$292,887	$61,236 â–²	26.4%	16,262	0.2%	ETF
ORCL Oracle	$285,343	$66,243 â–²	30.2%	1,947	0.2%	Computer and Technology
COF Capital One Financial	$281,269	$27,686 â–²	10.9%	1,402	0.2%	Finance
CINF Cincinnati Financial	$279,191	$199,211 â–²	249.1%	1,508	0.1%	Finance
GLW Corning	$278,271	$28,108 â–²	11.2%	1,089	0.1%	Computer and Technology
C Citigroup	$276,854	$29,393 â–²	11.9%	1,978	0.1%	Financial Services
NEE NextEra Energy	$276,651	$74,868 â–¼	-21.3%	3,152	0.1%	Utilities
MPWR Monolithic Power Systems	$276,472	$53,912 â–¼	-16.3%	200	0.1%	Computer and Technology
PGR Progressive	$266,727	$69,685 â–¼	-20.7%	1,221	0.1%	Finance
VDC Vanguard Consumer Staples ETF	$264,021	$10,371 â–¼	-3.8%	1,171	0.1%	ETF
NXPI NXP Semiconductors	$261,639	$58,454 â–¼	-18.3%	931	0.1%	Computer and Technology
TJX TJX Companies	$260,883	$69,842 â–²	36.6%	1,722	0.1%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Unlock superior investment research and tools.

Get MarketBeat All Access

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Wall Street Financial Group, Inc. Top Holdings and 13F Report (2026)

About Wall Street Financial Group, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Wall Street Financial Group, Inc. Top Holdings and 13F Report (2026)

About Wall Street Financial Group, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofWall Street Financial Group, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools