Wall Street Financial Group, Inc.

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$168.9M
Q ending 2026-03-31
Prior quarter
$137.3M
Q ending 2025-12-31
Change
+23.0% QoQ · +75.0% YoY
Positions
667
reported holdings

Largest positions

Top 100 of 667 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Vanguard World FdVGTShares$11.5M16K
Invesco Exch Traded Fd Tr IiQQQMShares$9.6M40K
Nvidia CorporationNVDAShares$7.4M42K
Morgan Stanley Etf TrustEVTRShares$7.1M139K
Ishares TrIVVShares$6.0M9K
Ishares TrSOXXShares$5.5M17K
Vanguard World FdVFHShares$5.3M44K
Apple IncAAPLShares$5.2M21K
Ishares TrAGGShares$5.1M51K
Abrdn EtfsBCIShares$3.9M161K
Select Sector Spdr TrXLCShares$3.8M35K
Microsoft CorpMSFTShares$3.6M10K
Vanguard World FdVCRShares$3.5M10K
Amazon Com IncAMZNShares$2.8M14K
Select Sector Spdr TrXLIShares$2.7M17K
Broadcom IncAVGOShares$2.3M7K
Alphabet IncGOOGLShares$2.2M8K
Vanguard World FdVHTShares$2.1M8K
Select Sector Spdr TrXLKShares$2.1M15K
Eli Lilly & CoLLYShares$2.0M2K
Palantir Technologies IncPLTRShares$1.9M13K
Alphabet IncGOOGShares$1.9M7K
Meta Platforms IncMETAShares$1.8M3K
Tesla IncTSLAShares$1.7M5K
Schwab Strategic TrSCHDShares$1.6M51K
Ishares TrIYKShares$1.5M22K
Vanguard World FdVPUShares$1.4M7K
Walmart IncWMTShares$1.2M10K
Select Sector Spdr TrXLEShares$1.1M18K
J P Morgan Exchange Traded FJPSTShares$1.1M22K
Advanced Micro Devices IncAMDShares$1.0M5K
Micron Technology IncMUShares$1.0M3K
Invesco Exchange Traded Fd TXMMOShares$968K7K
Select Sector Spdr TrXLVShares$933K6K
Hbt Finl Inc.HBTShares$901K34K
Jpmorgan Chase & CoJPMShares$895K3K
Berkshire Hathaway Inc DelBRK/BShares$882K2K
Costco Wholesale CorporationCOSTShares$875K878
Exxon Mobil CorpXOMShares$858K5K
Spdr Series TrustSPYMShares$800K10K
Applied Matls IncAMATShares$780K2K
Comfort Sys Usa IncFIXShares$764K554
Lam Research CorpLRCXShares$749K4K
Caterpillar IncCATShares$746K1K
Netflix Inc.NFLXShares$706K7K
Chevron CorporationCVXShares$655K3K
Cisco Sys IncCSCOShares$624K8K
Ge AerospaceGEShares$609K2K
Texas Instrs IncTXNShares$600K3K
Johnson & JohnsonJNJShares$583K2K
Visa IncVShares$574K2K
Intel CorpINTCShares$572K13K
Abbvie IncABBVShares$567K3K
Coca Cola CoKOShares$534K7K
Kla CorpKLACShares$505K343
Select Sector Spdr TrXLBShares$497K10K
Pepsico IncPEPShares$495K3K
Rtx CorporationRTXShares$483K3K
Analog Devices IncADIShares$475K1K
Ishares TrITAShares$468K2K
Merck & Co IncMRKShares$449K4K
Celestica IncCLSShares$432K2K
Home Depot IncHDShares$432K1K
Amgen IncAMGNShares$428K1K
Mastercard IncorporatedMAShares$428K856
Morgan StanleyMSShares$394K2K
Qualcomm IncQCOMShares$385K3K
Lowes Cos IncLOWShares$385K2K
Linde PlcShares$385K776
Bank America CorpBACShares$384K8K
Procter & Gamble CoPGShares$374K3K
Nextera Energy IncNEEShares$372K4K
Verizon Communications IncVZShares$367K7K
Vaneck Etf TrustPFXFShares$330K19K
ConocophillipsCOPShares$327K2K
Lockheed Martin CorpLMTShares$320K529
Progressive CorpPGRShares$305K2K
Gilead Sciences IncGILDShares$303K2K
Ge Vernova IncGEVShares$301K345
Vanguard World FdVDCShares$273K1K
Goldman Sachs Group IncGSShares$273K323
Crowdstrike Hldgs IncCRWDShares$272K696
Philip Morris Intl IncPMShares$267K2K
Asml Hldg NvShares$264K200
Unitedhealth Group IncUNHShares$262K968
Monolithic Pwr Sys IncMPWRShares$261K239
Boeing CoBAShares$254K1K
Altria Group IncMOShares$254K4K
Honeywell Intl IncHONGBPShares$253K1K
Wells Fargo & CoWFCShares$253K3K
Bristol-Myers Squibb CoBMYShares$249K4K
Intuitive Surgical IncISRGShares$247K535
Pfizer IncPFEShares$243K9K
Teradyne IncTERShares$235K792
Capital One Finl CorpCOFShares$231K1K
Tidal Trust ISPSKShares$230K13K
T-Mobile Us IncTMUSShares$227K1K
Nxp Semiconductors N VShares$224K1K
Microchip Technology Inc.MCHPShares$221K3K
Southern CoSOShares$220K2K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.