Wall Street Financial Group Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$3.62M |
| 2 |
Vanguard Information Technology ETF
VGT
|
+$2.23M |
| 3 |
Invesco S&P MidCap Momentum ETF
XMMO
|
+$1.57M |
| 4 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
+$1.46M |
| 5 |
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
|
+$1.46M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
|
+$3.91M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$2.96M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
+$1.57M |
| 4 |
iShares Semiconductor ETF
SOXX
|
+$1.31M |
| 5 |
Eaton Vance Total Return Bond ETF
EVTR
|
+$623K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 52.2% |
| 2 | Technology | 25.14% |
| 3 | Communication Services | 5.16% |
| 4 | Financials | 4.55% |
| 5 | Consumer Discretionary | 3.96% |
Similar funds
Wall Street Financial Group's Q2 2026 Portfolio in Review
As of Q2 2026, Wall Street Financial Group held 670 positions worth $187M, up 11% from $169M the previous quarter. Its ten largest holdings account for 44% of the portfolio.
Wall Street Financial Group withdrew a net $14M in Q2 2026, closing 550 positions and reducing 36 holdings. Its most notable exit was abrdn Bloomberg All Commodity Strategy K-1 Free ETF, an estimated $3.91M position sold in full.
By sector, the portfolio is most concentrated in Miscellaneous at 52% of assets, up from 48% a quarter earlier, followed by Technology and Communication Services.
Against the trend, Wall Street Financial Group opened a new position in iShares 7-10 Year Treasury Bond ETF worth $3.62M.
- Wall Street Financial Group's largest Q2 2026 buy was iShares 7-10 Year Treasury Bond ETF: 38,236 shares worth $3.62M.
- Wall Street Financial Group added most to Vanguard Information Technology ETF in Q2 2026, an estimated $2.23M increase.
- Wall Street Financial Group's biggest Q2 2026 reduction was iShares Core US Aggregate Bond ETF, cutting an estimated $2.96M.
- Wall Street Financial Group fully exited abrdn Bloomberg All Commodity Strategy K-1 Free ETF in Q2 2026, selling an estimated $3.91M.
- Wall Street Financial Group's ten largest holdings make up 44% of its $187M portfolio in Q2 2026.
- Wall Street Financial Group opened 4 new positions and closed 550 in Q2 2026.
- Wall Street Financial Group's portfolio value rose 11% quarter-over-quarter to $187M.
Based on Wall Street Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.