Wall Street Financial Group, Inc. holds a diversified book of 120 stocks worth $187.1M as of Q2 2026 (disclosed Jul 14, 2026, a ~45-day 13F lag). This quarter they opened Ishares 7-10 Year Treasury B and trimmed Invesco Nasdaq 100 ETF. Their largest long position is Vanguard Info Tech ETF at 10% of the equity book.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2019337/holdings"
Use Arkolith to show Wall Street Financial Group, Inc.'s latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
48% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Wall Street Financial Group, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $633.7B |
| JPMORGAN CHASE & CO | 80 / 80 | $620.4B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $411.5B |
| ROYAL BANK OF CANADA | 80 / 80 | $184.5B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $181.1B |
| LPL Financial LLC | 80 / 80 | $79.8B |
| STIFEL FINANCIAL CORP | 80 / 80 | $37.4B |
| Mariner, LLC | 80 / 80 | $34.6B |
Ranked by how many of Wall Street Financial Group, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard World FD INF TECH ETF | $18.1M | 151.8K | 9.7% | ▲+824% Added · +135K sh | |
| 2 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $12.0M | 39.7K | 6.4% | ▼−1.7% Reduced · −693 sh | |
| 3 | Nvidia Corporation COM | $9.6M | 48.0K | 5.1% | ▲+13% Added · +6K sh | |
| 4 | Ishares TR ISHARES SEMICDTR | $9.1M | 14.2K | 4.9% | ▼−15% Reduced · −3K sh | |
| 5 | Apple Inc COM | $6.8M | 23.7K | 3.7% | ▲+15% Added · +3K sh | |
| 6 | Ishares TR CORE S&P500 ETF | $6.7M | 8.9K | 3.6% | ▼−2.8% Reduced · −254 sh | |
| 7 | Morgan Stanley ETF Trust EATO VANC BD ETF | $6.4M | 126.7K | 3.4% | ▼−8.8% Reduced · −12K sh | |
| 8 | Vanguard World FD FINANCIALS ETF | $5.9M | 44.9K | 3.2% | ▲+3.0% Added · +1K sh | |
| 9 | Select Sector SPDR TR ST STR SVC ETF | $4.3M | 40.0K | 2.3% | ▲+15% Added · +5K sh | |
| 10 | Microsoft Corp COM | $4.2M | 11.2K | 2.2% | ▲+16% Added · +2K sh | |
| 11 | Select Sector SPDR TR ST STR INDL ETF | $4.1M | 22.2K | 2.2% | ▲+31% Added · +5K sh | |
| 12 | Vanguard World FD CONSUM DIS ETF | $4.0M | 10.2K | 2.2% | ▲+4.0% Added · +390 sh | |
| 13 | Amazon Com Inc COM | $3.7M | 15.7K | 2.0% | ▲+16% Added · +2K sh | |
| 14 | Ishares TR 7-10 YR TRSY BD | $3.6M | 38.2K | 1.9% | ▲New New position | |
| 15 | Micron Technology Inc COM | $3.5M | 3.0K | 1.9% | ▲+0.8% Added · +25 sh | |
| 16 | Select Sector SPDR TR ST STR TECHN ETF | $3.5M | 18.2K | 1.9% | ▲+18% Added · +3K sh | |
| 17 | Alphabet Inc CAP STK CL A | $3.3M | 9.2K | 1.8% | ▲+19% Added · +1K sh | |
| 18 | Broadcom Inc COM | $3.3M | 8.7K | 1.8% | ▲+16% Added · +1K sh | |
| 19 | Advanced Micro Devices Inc COM | $2.9M | 4.9K | 1.6% | ▼−3.4% Reduced · −175 sh | |
| 20 | Invesco Exchange Traded FD T S&P MDCP MOMNTUM | $2.8M | 16.3K | 1.5% | ▲+144% Added · +10K sh | |
| 21 | Alphabet Inc CAP STK CL C | $2.7M | 7.6K | 1.4% | ▲+15% Added · +965 sh | |
| 22 | Eli Lilly & Co COM | $2.7M | 2.2K | 1.4% | ▲+1.7% Added · +37 sh | |
| 23 | Vanguard World FD HEALTH CAR ETF | $2.2M | 7.4K | 1.2% | ▼−3.4% Reduced · −259 sh | |
| 24 | Tesla Inc COM | $2.1M | 5.1K | 1.1% | ▲+13% Added · +579 sh | |
| 25 | Ishares TR CORE US AGGBD ET | $2.1M | 21.5K | 1.1% | ▼−58% Reduced · −30K sh | |
| 26 | Meta Platforms Inc CL A | $2.0M | 3.6K | 1.1% | ▲+15% Added · +481 sh | |
| 27 | Intel Corp COM | $1.9M | 13.3K | 1.0% | ▲+2.5% Added · +319 sh | |
| 28 | Ishares TR US CONSM STAPLES | $1.7M | 23.1K | 0.9% | ▲+4.8% Added · +1K sh | |
| 29 | Applied Matls Inc COM | $1.6M | 2.3K | 0.9% | ▼−1.0% Reduced · −23 sh | |
| 30 | HBT Finl Inc. COM | $1.6M | 50.6K | 0.9% | ▲+50% Added · +17K sh | |
| 31 | Palantir Technologies Inc CL A | $1.6M | 13.5K | 0.8% | ▲+3.8% Added · +499 sh | |
| 32 | Lam Research Corp COM NEW | $1.5M | 3.4K | 0.8% | ▼−2.6% Reduced · −91 sh | |
| 33 | First TR Exchange-Traded FD FST LOW OPPT EFT | $1.5M | 29.3K | 0.8% | ▲New New position | |
| 34 | Victory Portfolios II SHORT TRM BD ETF | $1.5M | 28.8K | 0.8% | ▲New New position | |
| 35 | Vanguard World FD UTILITIES ETF | $1.4M | 7.4K | 0.8% | ▲+2.0% Added · +143 sh | |
| 36 | Select Sector SPDR TR ST STR CARE ETF | $1.4M | 9.0K | 0.8% | ▲+41% Added · +3K sh | |
| 37 | SPDR Series Trust ST STR P500ETF | $1.3M | 15.1K | 0.7% | ▲+44% Added · +5K sh | |
| 38 | Berkshire Hathaway Inc Del CL B NEW | $1.3M | 2.6K | 0.7% | ▲+43% Added · +788 sh | |
| 39 | Caterpillar Inc COM | $1.2M | 1.2K | 0.7% | ▲+9.5% Added · +100 sh | |
| 40 | Walmart Inc COM | $1.2M | 10.5K | 0.6% | ▲+9.4% Added · +902 sh | |
| 41 | JPMorgan Chase & Co COM | $1.1M | 3.4K | 0.6% | ▲+10% Added · +316 sh | |
| 42 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $1.1M | 21.3K | 0.6% | ▼−4.0% Reduced · −893 sh | |
| 43 | Kla Corp COM NEW | $1.0M | 3.4K | 0.6% | ▲10× Added · +3K sh | |
| 44 | Comfort Sys USA Inc COM | $989K | 540 | 0.5% | ▼−2.5% Reduced · −14 sh | |
| 45 | Costco Wholesale Corporation COM | $921K | 984 | 0.5% | ▲+12% Added · +106 sh | |
| 46 | Select Sector SPDR TR ST STR ENERG ETF | $905K | 17.0K | 0.5% | ▼−7.2% Reduced · −1K sh | |
| 47 | Cisco Sys Inc COM | $891K | 7.6K | 0.5% | ▼−5.7% Reduced · −461 sh | |
| 48 | Exxon Mobil Corp COM | $875K | 6.4K | 0.5% | ▲+27% Added · +1K sh | |
| 49 | Visa Inc COM CL A | $828K | 2.4K | 0.4% | ▲+27% Added · +515 sh | |
| 50 | Johnson & Johnson COM | $765K | 3.0K | 0.4% | ▲+26% Added · +627 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 14, 2026 | 120 | $187.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 6, 2026 | 667 | $168.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 16, 2026 | 96 | $137.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Jan 16, 2026 | 101 | $136.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jan 16, 2026 | 80 | $110.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 41 | $96.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 17, 2025 | 39 | $102.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 15, 2024 | 37 | $94.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.