MondegarAI
Wall Street Financial Group, Inc.

Q4 2025 · 13F-HR

Wall Street Financial Group, Inc.holdings as filed

Filed 2026-01-16 · accession 0001754960-26-000083

$137.3M
Reported value
96
Positions
2025-12-31
Period end
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The Brief · Wall Street Financial Group, Inc. · Q4 2025

AI · grounded in 13F

Wall Street Financial Group, Inc. closed its position in AMZN, reducing its holdings by $3,001,575. The fund also exited positions in GOOGL and GOOG, totaling a combined reduction of $3,361,742. On the buy side, the fund established a new position in JPST worth $733,454 and increased its share count in AGG by 40.6474%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
92204A702VGTVANGUARD WORLD FD$14.0M10.2%18,499CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$13.3M9.66%52,399CommonNONE
67066G104NVDANVIDIA CORPORATION$8.6M6.30%46,374CommonNONE
464287200IVVISHARES TR$6.6M4.80%9,623CommonNONE
61774R841EVTRMORGAN STANLEY ETF TRUST$6.1M4.42%117,844CommonNONE
037833100AAPLAPPLE INC$5.8M4.24%21,426CommonNONE
92204A405VFHVANGUARD WORLD FD$5.7M4.17%42,873CommonNONE
464287523SOXXISHARES TR$5.4M3.92%17,873CommonNONE
594918104MSFTMICROSOFT CORP$5.4M3.92%11,122CommonNONE
464287226AGGISHARES TR$4.3M3.16%43,453CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$4.1M2.98%34,725CommonNONE
92204A108VCRVANGUARD WORLD FD$3.7M2.69%9,375CommonNONE
11135F101AVGOBROADCOM INC$3.2M2.35%9,321CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$3.0M2.21%19,563CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$2.5M1.83%17,458CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$2.5M1.82%14,020CommonNONE
532457108LLYELI LILLY & CO$2.4M1.74%2,228CommonNONE
92204A504VHTVANGUARD WORLD FD$2.4M1.72%8,204CommonNONE
88160R101TSLATESLA INC$2.3M1.69%5,150CommonNONE
30303M102METAMETA PLATFORMS INC$2.2M1.57%3,275CommonNONE
92204A876VPUVANGUARD WORLD FD$1.5M1.08%8,024CommonNONE
464287812IYKISHARES TR$1.4M1.01%20,772CommonNONE
595112103MUMICRON TECHNOLOGY INC$1.0M0.74%3,564CommonNONE
64110L106NFLXNETFLIX INC$879,0270.64%9,375CommonNONE
46137V464XMMOINVESCO EXCHANGE TRADED FD T$869,5290.63%6,279CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$868,3830.63%2,695CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$866,6520.63%1,005CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$866,0660.63%1,723CommonNONE
931142103WMTWALMART INC$797,2990.58%7,156CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$796,3220.58%17,806CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$733,4540.53%14,695CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$682,5130.50%4,399CommonNONE
512807306LRCXLAM RESEARCH CORP$674,4490.49%3,940CommonNONE
747525103QCOMQUALCOMM INC$659,2270.48%3,854CommonNONE
92826C839VVISA INC$634,7890.46%1,810CommonNONE
17275R102CSCOCISCO SYS INC$606,1490.44%7,869CommonNONE
038222105AMATAPPLIED MATLS INC$597,7590.44%2,326CommonNONE
30231G102XOMEXXON MOBIL CORP$578,4590.42%4,807CommonNONE
458140100INTCINTEL CORP$576,1270.42%15,613CommonNONE
149123101CATCATERPILLAR INC$568,8600.41%993CommonNONE
78464A854SPYMSPDR SERIES TRUST$557,2890.41%6,803CommonNONE
882508104TXNTEXAS INSTRS INC$527,0630.38%3,038CommonNONE
199908104FIXCOMFORT SYS USA INC$496,5100.36%532CommonNONE
482480100KLACKLA CORP$477,5260.35%393CommonNONE
57636Q104MAMASTERCARD INCORPORATED$466,4650.34%817CommonNONE
478160104JNJJOHNSON & JOHNSON$460,8920.34%2,227CommonNONE
15101Q207CLSCELESTICA INC$457,3090.33%1,547CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$420,3710.31%9,271CommonNONE
617446448MSMORGAN STANLEY$415,5980.30%2,341CommonNONE
713448108PEPPEPSICO INC$407,1760.30%2,837CommonNONE
548661107LOWLOWES COS INC$395,0200.29%1,638CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$394,1870.29%696CommonNONE
743315103PGRPROGRESSIVE CORP$391,2230.28%1,718CommonNONE
G54950103LINLINDE PLC$382,0450.28%896CommonNONE
166764100CVXCHEVRON CORP NEW$373,2520.27%2,449CommonNONE
060505104BACBANK AMERICA CORP$366,5490.27%6,665CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$360,9450.26%770CommonNONE
191216100KOCOCA COLA CO$356,8510.26%5,104CommonNONE
461202103INTUINTUIT$345,7830.25%522CommonNONE
92189F429PFXFVANECK ETF TRUST$332,3850.24%18,821CommonNONE
369604301GEGE AEROSPACE$329,9000.24%1,071CommonNONE
74347R206QLDPROSHARES TR$329,8280.24%4,684CommonNONE
68389X105ORCLORACLE CORP$326,0840.24%1,673CommonNONE
375558103GILDGILEAD SCIENCES INC$321,5790.23%2,620CommonNONE
14040H105COFCAPITAL ONE FINL CORP$318,9460.23%1,316CommonNONE
872590104TMUST-MOBILE US INC$314,1030.23%1,547CommonNONE
437076102HDHOME DEPOT INC$298,0750.22%866CommonNONE
742718109PGPROCTER AND GAMBLE CO$296,9380.22%2,072CommonNONE
949746101WMT2WELLS FARGO CO NEW$291,9020.21%3,132CommonNONE
03831W108APPAPPLOVIN CORP$278,9610.20%414CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$277,7640.20%316CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$265,6590.19%752CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$259,1360.19%785CommonNONE
92204A207VDCVANGUARD WORLD FD$258,9350.19%1,228CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$256,8950.19%3,023CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$256,4690.19%8,899CommonNONE
58933Y105MRKMERCK & CO INC$255,0450.19%2,423CommonNONE
65339F101NEENEXTERA ENERGY INC$252,6890.18%3,148CommonNONE
75513E101RTXRTX CORPORATION$251,0780.18%1,369CommonNONE
N07059210ASMLASML HOLDING N V$250,3470.18%234CommonNONE
20030N101CMCSACOMCAST CORP NEW$249,0590.18%8,333CommonNONE
438516106HONHONEYWELL INTL INC$247,6650.18%1,269CommonNONE
79466L302CRMSALESFORCE INC$246,3660.18%930CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$238,5680.17%3,744CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$237,6810.17%1,095CommonNONE
886364702SPSKTIDAL TRUST I$234,6020.17%12,851CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$233,1170.17%787CommonNONE
46436E767USXFISHARES TR$228,4200.17%3,967CommonNONE
697435105PANWPALO ALTO NETWORKS INC$227,8230.17%1,237CommonNONE
718172109PMPHILIP MORRIS INTL INC$217,9840.16%1,359CommonNONE
717081103PFEPFIZER INC$212,7390.15%8,544CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$210,2760.15%232CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$208,9990.15%461CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$206,9490.15%681CommonNONE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$206,0350.15%3,261CommonNONE
032654105ADIANALOG DEVICES INC$190,1420.14%701CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.