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Portfolio (Quarterly) Guide ↗

Wall Street Financial Group, Inc.

· CIK 0002019337
13F Portfolio $136M AUM 101 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q3 2025 Q2 2025 · All 23 New 58 Added 18 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 SPUS TIDAL TRUST I 18,151 $805K 0.73% SOLD
2 VO VANGUARD INDEX FDS 934 $261K 0.24% SOLD
Sector Allocation
Technology 55.3%
Communication Services 12.2%
Consumer Cyclical 10.0%
Healthcare 6.5%
Financial Services 6.5%
Consumer Defensive 5.1%
Industrials 2.1%
Energy 1.5%
Basic Materials 0.7%