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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
Page 1 of 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VGT VANGUARD WORLD FD 18,761.0 $14.0M 10.26% -1K -5.4% $744.82 -84.6%
2 QQQM INVESCO EXCH TRADED FD TR II 52,376.0 $12.9M 9.50% +10K +24.9% $247.12 +19.1%
3 NVDA NVIDIA CORPORATION Technology 43,413.0 $8.1M 5.95% +8K +21.5% $186.64 +17.6%
4 IVV ISHARES TR 9,964.0 $6.7M 4.90% -765.0 -7.1% $669.30 +11.5%
5 VFH VANGUARD WORLD FD 42,744.0 $5.6M 4.12% -4K -8.3% $131.24 -3.2%
6 MSFT MICROSOFT CORP Technology 10,260.0 $5.3M 3.90% +2K +27.2% $517.95 -19.1%
7 AAPL APPLE INC Technology 19,792.0 $5.0M 3.69% +3K +15.3% $254.13 +20.0%
8 SOXX ISHARES TR 18,445.0 $5.0M 3.67% $271.12 +93.7%
9 EVTR MORGAN STANLEY ETF TRUST 92,945.0 $4.8M 3.51% +2K +2.0% $51.45 -1.8%
10 XLC SELECT SECTOR SPDR TR 34,032.0 $4.0M 2.96% -2K -5.3% $118.37 -1.9%
11 VCR VANGUARD WORLD FD 9,365.0 $3.7M 2.72% -1K -13.0% $396.13 -0.8%
12 AGG ISHARES TR 30,895.0 $3.1M 2.27% +23K +315.4% $100.25 -1.9%
13 XLI SELECT SECTOR SPDR TR 19,651.0 $3.0M 2.23% -2K -10.6% $154.23 +10.6%
14 AMZN AMAZON COM INC Consumer Cyclical 13,670.0 $3.0M 2.20% +3K +28.8% $219.57 +22.3%
15 AVGO BROADCOM INC Technology 8,583.0 $2.8M 2.08% +2K +27.3% $329.89 +25.7%
16 PLTR PALANTIR TECHNOLOGIES INC Technology 14,202.0 $2.6M 1.92% -804.0 -5.4% $183.70 -25.3%
17 XLK SELECT SECTOR SPDR TR 8,753.0 $2.5M 1.81% -1K -11.3% $281.86 -36.6%
18 VHT VANGUARD WORLD FD 8,607.0 $2.2M 1.64% -4K -32.2% $259.60 +6.5%
19 META META PLATFORMS INC Communication Services 2,975.0 $2.2M 1.60% +565.0 +23.4% $734.38 -17.3%
20 TSLA TESLA INC Consumer Cyclical 4,722.0 $2.1M 1.54% +1K +28.3% $444.75 -6.2%
Page 1 of 6  ·  101 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%