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CIK: 0001699803
Total reported value
$122.2M
$122.2M
23 檔
59.0%
The Q1 2026 SEC filing reveals that Wall Capital Group, Inc. held a total portfolio value of $122.2M, covering 23 public equity positions.
In Q1 2026, Wall Capital Group, Inc. displayed an active expansion posture, initiating 2 new positions and adding to 14 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 35.70% | -4.49% | +4.86% | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 23.29% | -5.07% | +39.86% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.68% | -0.13% | +1.28% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-Other | 7.20% | -7.20% | EXIT | |
| 5 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 3.11% | -0.40% | +18.07% | |
| 6 | XLF | Ss Financial Select Sector | ETF-Other | 2.23% | -0.31% | -34.05% | |
| 7 | XLI | Ss Industrial Select Sector | ETF-Other | 2.22% | -0.20% | +41.94% | |
| 8 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.20% | -0.25% | +78.99% | |
| 9 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.96% | -0.44% | -23.78% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.86% | -0.81% | +0.26% | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.77% | -0.32% | +8.15% | |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.73% | -0.15% | +7.70% | |
| 13 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.39% | -0.26% | +26.23% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.39% | -0.24% | -1.81% | |
| 15 | XLE | Ss Energy Select Sector | ETF-Other | 1.36% | -0.43% | -1.24% | |
| 16 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.34% | -0.22% | -10.48% | |
| 17 | XLB | Ss Materials Select Sector | ETF-Other | 0.82% | -0.14% | +40.89% | |
| 18 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.75% | -0.14% | -6.51% | |
| 19 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.74% | +0.08% | +6.87% | |
| 20 | DFAI | Dimensional International Co | ETF-Other | 0.38% | — | +8.11% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-Other | 0.33% | -0.07% | — | |
| 22 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.28% | +0.02% | +0.43% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.27% | -0.04% | -32.12% |
According to official SEC Form 13F filings, Wall Capital Group, Inc. reported a total U.S. public equity portfolio value of $122.2M across 23 disclosed positions in Q1 2026.
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, IVV) accounted for 59.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
IWD
市值: $6.7M
Top Position Liquidated / Trimmed
XLK
前期市值: $9.1M
During Q1 2026, Wall Capital Group, Inc.'s top holdings by market value included PYLD (35.7%)、SPTM (23.3%)、IVV (7.7%). The largest single position, PYLD, represented 35.7% of total portfolio value.
In Q1 2026, Wall Capital Group, Inc. made 27 total portfolio adjustments, initiating 2 new buys, adding to 14 positions, trimming 7 holdings, and fully liquidating 4 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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