Wall Street Financial Group, Inc.

CIK 0002019337 · Q2 2026

13F Equity AUM

$187.1M

+10.8% QoQ

Positions

120

-547 QoQ

AUM Rank

#8,332

Top 66%

Skill Alpha (FF)

—

Building track record (8q)

Quarters Tracked

~2 years

Portfolio Concentration

Top 5: 29.8%Top 10: 44.5%Top 20: 63.0%

VGT9.7%

QQQM6.4%

NVDA5.1%

SOXX4.8%

AAPL3.7%

IVV3.6%

EVTR3.4%

VFH3.2%

XLC2.3%

MSFT2.2%

Others (110)55.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services56.6%

Technology25.3%

Communication Services5.1%

Consumer Cyclical4.0%

Healthcare3.5%

Industrials2.1%

Other3.5%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 120Median: 0.29%Avg: 0.83%

0–0.5%

76(16.3%)

0.5–1%

18(13.3%)

1–3%

18(30.5%)

3–5%

5(18.7%)

5%+

3(21.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 120vs 20 funds

0%Low

120

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New4Increased80Decreased36Exited548

New Positions

IEF1.9%

+38K

USTB0.8%

+29K

LMBS0.8%

+29K

UAO0.2%

+426

Increased

VGT9.7%

+135K(+824%)

HBT0.9%

+17K(+50%)

XMMO1.5%

+10K(+144%)

NVDA5.1%

+6K(+13%)

XLC2.3%

+5K(+15%)

XLI2.2%

+5K(+31%)

SPYM0.7%

+5K(+44%)

SPSK0.2%

+3K(+26%)

T0.1%

+3K(+47%)

AAPL3.7%

+3K(+15%)

Decreased

AGG1.1%

-29,946(-58%)

EVTR3.4%

-12,251(-9%)

SOXX4.8%

-2,585(-15%)

BAC0.1%

-1,991(-27%)

XLE0.5%

-1,315(-7%)

JPST0.6%

-893(-4%)

NEE0.1%

-853(-21%)

QQQM6.4%

-693(-2%)

RTX0.2%

-614(-25%)

TXN0.4%

-602(-19%)

Exited

-160,941

-51,017

-529

-2,481

-3,847

BMY

-4,112

HON

-1,120

-2,281

CEG

-780

USXF

-3,873

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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