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CIK: 0001699803
Total reported value
$121.2M
$121.2M
30 檔
75.0%
The Q2 2026 SEC filing reveals that Wall Capital Group, Inc. held a total portfolio value of $121.2M, covering 30 public equity positions.
In Q2 2026, Wall Capital Group, Inc. displayed an active expansion posture, initiating 8 new positions and adding to 15 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 31.21% | +1.78% | +12.67% | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 18.22% | -4.39% | -11.17% | |
| 3 | XLK | Ss Technology Select Sector | ETF-Tech | 10.71% | -1.13% | — | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.55% | +0.36% | +11.77% | |
| 5 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 6.72% | -6.72% | EXIT | |
| 6 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 2.71% | -0.69% | +5.59% | |
| 7 | XLI | Ss Industrial Select Sector | ETF-Other | 2.02% | -0.16% | +3.44% | |
| 8 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.95% | -0.16% | +15.61% | |
| 9 | XLF | Ss Financial Select Sector | ETF-Other | 1.92% | +0.78% | +3.54% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-Other | 1.88% | +0.28% | — | |
| 11 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.58% | +0.05% | -1.68% | |
| 12 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.52% | +0.53% | +4.85% | |
| 13 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.45% | +0.01% | -0.11% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.15% | -0.09% | -5.04% | |
| 15 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.13% | -0.82% | +7.25% | |
| 16 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.12% | -0.27% | +7.65% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.05% | -0.18% | -26.25% | |
| 18 | XLE | Ss Energy Select Sector | ETF-Other | 0.93% | +0.18% | +2.98% | |
| 19 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.83% | -0.18% | — | |
| 20 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.82% | -0.01% | +20.66% | |
| 21 | XLB | Ss Materials Select Sector | ETF-Other | 0.68% | -0.68% | EXIT | |
| 22 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.61% | -0.05% | -5.09% | |
| 23 | IDMO | Invesco S&p International De | ETF-Other | 0.42% | +0.25% | — | |
| 24 | DFAI | Dimensional International Co | ETF-Other | 0.38% | +0.03% | +23.80% | |
| 25 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.30% | +0.01% | +0.38% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-Other | 0.26% | -0.01% | +0.82% | |
| 27 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.26% | +0.29% | — | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.23% | +0.02% | -2.80% | |
| 29 | XAGG | Ev Income Opportunities ETF | ETF-Other | 0.21% | -0.01% | — | |
| 30 | VB | Vanguard Small-cap ETF | ETF-Other | 0.18% | -0.01% | — |
According to official SEC Form 13F filings, Wall Capital Group, Inc. reported a total U.S. public equity portfolio value of $121.2M across 30 disclosed positions in Q2 2026.
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In terms of portfolio concentration, the top 5 core holdings (including PYLD, SPTM, XLK) accounted for 75.0% of total reported equity market value during Q2 2026.
Top New Position Initiated
XLK
市值: $13.1M
Top Position Liquidated / Trimmed
IWD
前期市值: $6.7M
During Q2 2026, Wall Capital Group, Inc.'s top holdings by market value included PYLD (31.2%)、SPTM (18.2%)、XLK (10.7%). The largest single position, PYLD, represented 31.2% of total portfolio value.
In Q2 2026, Wall Capital Group, Inc. made 31 total portfolio adjustments, initiating 8 new buys, adding to 15 positions, trimming 7 holdings, and fully liquidating 1 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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