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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
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CIK: 0001699803
Total reported value
$122.2M
$122.2M
25 檔
59.0%
As reported in its official Q4 2025 Form 13F filing, Wall Capital Group, Inc.'s tracked investment portfolio stood at $122.2M with 25 total positions.
In Q4 2025, Wall Capital Group, Inc. displayed an active expansion posture, initiating 25 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 30.92% | -4.49% | — | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 15.50% | -5.07% | +13.56% | |
| 3 | XLK | Ss Technology Select Sector | ETF-Tech | 8.62% | +10.71% | NEW | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.09% | -0.13% | +4.34% | |
| 5 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 6.54% | — | — | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-Other | 6.20% | — | — | |
| 7 | XLF | Ss Financial Select Sector | ETF-Other | 3.34% | -0.31% | -64.99% | |
| 8 | XLV | Ss Health Care Select Sector | ETF-Other | 2.60% | +1.88% | NEW | |
| 9 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 2.58% | -0.40% | -31.76% | |
| 10 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.43% | -0.44% | -63.06% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.66% | -0.81% | -62.86% | |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.56% | -0.15% | +42.75% | |
| 13 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.46% | -0.32% | +75.84% | |
| 14 | XLI | Ss Industrial Select Sector | ETF-Other | 1.34% | -0.20% | -79.94% | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.30% | -0.24% | -32.09% | |
| 16 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.26% | -0.22% | -15.88% | |
| 17 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.09% | -0.25% | -52.61% | |
| 18 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.92% | -0.26% | — | |
| 19 | XLE | Ss Energy Select Sector | ETF-Other | 0.90% | -0.43% | -38.65% | |
| 20 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.70% | -0.14% | +46.02% | |
| 21 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.60% | +0.08% | -94.30% | |
| 22 | XLB | Ss Materials Select Sector | ETF-Other | 0.47% | -0.14% | -32.36% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | -0.04% | — | |
| 24 | DFAI | Dimensional International Co | ETF-Other | 0.30% | — | — | |
| 25 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.24% | +0.02% | — |
According to official SEC Form 13F filings, Wall Capital Group, Inc. reported a total U.S. public equity portfolio value of $122.2M across 25 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including PYLD, SPTM, XLK) accounted for 59.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
PYLD
市值: $32.5M
During Q4 2025, Wall Capital Group, Inc.'s top holdings by market value included PYLD (30.9%)、SPTM (15.5%)、XLK (8.6%). The largest single position, PYLD, represented 30.9% of total portfolio value.
In Q4 2025, Wall Capital Group, Inc. made 25 total portfolio adjustments, initiating 25 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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