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Disclosed positions
Wallace Advisory Group, LLC: source evidence dated 2026-08-04T03:59:59.999Z.
- Issuer
- MERCK & CO INC
- Ticker
- MRK
- Class
- COM
- Reported value
- $14,821,191
- Reported amount
- 115,340
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001932645-26-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| MERCK & CO INC | MRK | COM | $14,821,191 | 115,340 | SH | None |
| CHEVRON CORPORATION | CVX | COM | $7,008,333 | 42,280 | SH | None |
| SPDR SERIES TRUST | BIL | ST STR BLO 1 ETF | $4,541,403 | 49,557 | SH | None |
| THE CIGNA GROUP | CI | COM | $3,220,218 | 11,681 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $2,791,954 | 3,739 | SH | None |
| APPLE INC | AAPL | COM | $2,478,229 | 8,565 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $2,310,271 | 11,546 | SH | None |
| AMAZON COM INC | AMZN | COM | $2,261,131 | 9,487 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $1,854,270 | 5,189 | SH | None |
| MICROSOFT CORP | MSFT | COM | $1,796,091 | 4,815 | SH | None |
| BROADCOM INC | AVGO | COM | $1,648,879 | 4,365 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $1,536,722 | 2,052 | SH | None |
| SPDR SERIES TRUST | SPYM | ST STR P500ETF | $1,510,920 | 17,193 | SH | None |
| SPDR SERIES TRUST | SPYG | ST STR P500GRW | $1,481,663 | 12,452 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $1,471,649 | 3,977 | SH | None |
| SPDR INDEX SHS FDS | SPDW | ST STR PO EX ETF | $1,468,767 | 29,148 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $1,447,375 | 5,699 | SH | None |
| ISHARES TR | IEF | 7-10 YR TRSY BD | $1,387,248 | 14,669 | SH | None |
| HARBOR ETF TRUST | HGER | COMM ALL WEA ETF | $1,177,561 | 40,135 | SH | None |
| FRANKLIN TEMPLETON ETF TR | FLJP | FTSE JAPAN ETF | $1,160,104 | 29,185 | SH | None |
| TESLA INC | TSLA | COM | $976,212 | 2,321 | SH | None |
| ISHARES TR | GOVT | US TREAS BD ETF | $961,316 | 42,200 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $948,837 | 13,317 | SH | None |
| SPDR SERIES TRUST | SPMB | ST STR BACKE ETF | $942,508 | 42,246 | SH | None |
| META PLATFORMS INC | META | CL A | $934,548 | 1,659 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $915,461 | 1,243 | SH | None |
| SPDR SERIES TRUST | SPYV | ST STR P500VAL | $907,777 | 14,933 | SH | None |
| WORLD GOLD TR | GLDM | SPDR GLD MINIS | $896,254 | 11,285 | SH | None |
| ISHARES TR | SHYG | 0-5YR HI YL CP | $895,572 | 21,117 | SH | None |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $760,262 | 8,893 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VT | TT WRLD ST ETF | $756,656 | 4,821 | SH | None |
| DIREXION SHARES ETF TRUST | SPXL | DA 500 BU 3X ETF | $755,169 | 2,790 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $749,966 | 9,726 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCIT | INT-TERM CORP | $748,148 | 9,052 | SH | None |
| VERIZON COMMUNICATIONS INC | VZ | COM | $743,744 | 17,566 | SH | None |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $710,462 | 9,678 | SH | None |
| SPDR SERIES TRUST | SPTL | ST LON TREAS ETF | $694,046 | 26,460 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $693,234 | 1,962 | SH | None |
| VISA INC | V | COM CL A | $638,491 | 1,861 | SH | None |
| MASTERCARD INCORPORATED | MA | CL A | $635,836 | 1,238 | SH | None |
| SPDR INDEX SHS FDS | SPEM | ST PORT MARK ETF | $619,289 | 11,960 | SH | None |
| CISCO SYS INC | CSCO | COM | $580,722 | 4,944 | SH | None |
| PHILIP MORRIS INTL INC | PM | COM | $579,274 | 3,202 | SH | None |
| GE AEROSPACE | GE | COM NEW | $564,706 | 1,511 | SH | None |
| BOEING CO | BA | COM | $563,038 | 2,601 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $561,698 | 1,716 | SH | None |
| WELLS FARGO & CO | WFC | COM | $559,458 | 6,770 | SH | None |
| SALESFORCE INC | CRM | COM | $547,683 | 3,496 | SH | None |
| JD.COM INC | JD | SPON ADS CL A | $541,170 | 21,239 | SH | None |
| US BANCORP | USB | COM NEW | $538,406 | 8,914 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.