Wall Street Financial Group, Inc.
CIK: 0002019337SEC EDGAR →
Portfolio Value
$137K
Holdings
96
As of
Q4 2025
New Positions
63
Closed Positions
8
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | INVESCO EXCH TRADED FD TR II | 52,399 | $13.3M | 9659.89% |
| 2 | NVIDIA CORPORATION | 46,374 | $8.6M | 6299.58% |
| 3 | MORGAN STANLEY ETF TRUST | 117,844 | $6.1M | 4422.38% |
| 4 | APPLE INC | 21,426 | $5.8M | 4242.46% |
| 5 | VANGUARD WORLD FD | 42,873 | $5.7M | 4170.34% |
| 6 | ISHARES TR | 17,873 | $5.4M | 3920.48% |
| 7 | MICROSOFT CORP | 11,122 | $5.4M | 3917.57% |
| 8 | ISHARES TR | 43,453 | $4.3M | 3162.90% |
| 9 | SELECT SECTOR SPDR TR | 34,725 | $4.1M | 2977.88% |
| 10 | VANGUARD WORLD FD | 9,375 | $3.7M | 2691.60% |
Quarterly Changes
Top Buys
New Positions (63)
$1.0M · 4K shares
$869K · 6K shares
$868K · 3K shares
$797K · 7K shares
$733K · 15K shares
$682K · 4K shares
$674K · 4K shares
$659K · 4K shares
$634K · 2K shares
$606K · 8K shares
$597K · 2K shares
$578K · 5K shares
$576K · 16K shares
$557K · 7K shares
$527K · 3K shares
$460K · 2K shares
$457K · 2K shares
$415K · 2K shares
$407K · 3K shares
$382K · 896 shares
$373K · 2K shares
$366K · 7K shares
$360K · 770 shares
$356K · 5K shares
$329K · 1K shares
$326K · 2K shares
$321K · 3K shares
$318K · 1K shares
$314K · 2K shares
$298K · 866 shares
$296K · 2K shares
$291K · 3K shares
$265K · 752 shares
$259K · 785 shares
$256K · 9K shares
$256K · 3K shares
$255K · 2K shares
$252K · 3K shares
$251K · 1K shares
$249K · 8K shares
$247K · 1K shares
$246K · 930 shares
$238K · 4K shares
$237K · 1K shares
$233K · 787 shares
$228K · 4K shares
$227K · 1K shares
$217K · 1K shares
$212K · 9K shares
$208K · 461 shares
$206K · 681 shares
$206K · 3K shares
$190K · 701 shares
$568 · 993 shares
$496 · 532 shares
$477 · 393 shares
$466 · 817 shares
$394 · 696 shares
$345 · 522 shares
$278 · 414 shares
$277 · 316 shares
$250 · 234 shares
$210 · 232 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 34 | $61.9M | 58.0% |
| Technology | 28 | $33.2M | 31.1% |
| Consumer Cyclical | 3 | $3.0M | 2.8% |
| Consumer Defensive | 5 | $1.9M | 1.7% |
| Healthcare | 8 | $1.7M | 1.6% |
| Communication Services | 5 | $1.7M | 1.6% |
| Energy | 2 | $951K | 0.9% |
| Industrials | 5 | $828K | 0.8% |
| Unknown | 3 | $633K | 0.6% |
| Utilities | 2 | $517K | 0.5% |
| Basic Materials | 1 | $382K | 0.4% |