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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: 0001951918
Total reported value
$226.7M
$226.7M
1 檔
86.8%
The Q1 2026 SEC filing reveals that Wallace Foundation held a total portfolio value of $226.7M, covering 1 public equity positions.
In Q1 2026, Wallace Foundation displayed an active expansion posture, initiating 0 new positions and adding to 1 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VOO) accounted for 86.8% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 100.00% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | — | — | Add |
According to official SEC Form 13F filings, Wallace Foundation reported a total U.S. public equity portfolio value of $226.7M across 1 disclosed positions in Q1 2026.
During Q1 2026, Wallace Foundation's top holdings by market value included VOO (100.0%). The largest single position, VOO, represented 100.0% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q1 2026, Wallace Foundation made 1 total portfolio adjustments, initiating 0 new buys, adding to 1 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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