Wall Street Financial Group, Inc.
โขCIK: 2019337โขFiling: Q4 2025
**Wall Street Financial Group, Inc.** manages $137M across a concentrated portfolio of 96 positions. The strategy exhibits a clear overweighting toward technology and growth sectors, evidenced by top holdings including VGT ($14.0M) and QQQM ($13.3M). Significant allocations are also maintained in semiconductor leaders like NVDA ($8.6M) and MSFT ($5.4M). This structure suggests a conviction-driven, large-cap technology tilt within the current market cycle.
Total AUM
$137.3M
QoQ Performance
N/A
Positions
81
Top 10 Concentration
54.8%
Latest Filing
Q4 2025
Top Holdings Allocation
VGT
QQQM
NVDA
VGT10.2%
QQQM9.7%
NVDA6.3%
IVV4.8%
EVTR4.4%
AAPL4.2%
VFH4.2%
SOXX3.9%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other60.8%
Technology21.6%
ETF4.8%
Consumer3.4%
Financial3.0%
Healthcare2.8%
Communication1.1%
Industrial1.0%
๐ช Exited Positionssold since Q1 2025
+3 more exited positions
Changes from Q1 2025
NEW63 new positions
โ20 increased
โ13 decreased
Historical Filings
Q4 2025Q1 2025Q4 2024Q3 2024Q2 2024