Wall Capital Group, Inc.

13F Portfolio Filings

Latest 13F report
Q4 2023 - Feb 8, 2024
Value $
$88.2M
Signature - Title
Wayne Richard Mason - Compliance Consultant
Location
2550 W Union Hills Drive, Suite 350, Phoenix, AZ
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2023 23 $88.2M +$16M -$4.64M +$11.4M SPTM, SPSM, XLK, XLF, XLY 13F-HR 2/7/2024, 05:33 PM
Q3 2023 22 $70.4M +$15.7M -$35.5M -$19.8M SPTM, XLK, XLF, AGG, XLY 13F-HR 11/6/2023, 09:55 AM
Q2 2023 25 $93.1M +$13.2M -$6.89M +$6.31M AGG, XLK, IVV, SPSM, SPYG 13F-HR 7/24/2023, 04:21 PM
Q1 2023 25 $82.2M +$70M -$60.4M +$9.6M AGG, XLK, IVV, SLY, XLF 13F-HR 4/17/2023, 06:51 PM
Q4 2022 24 $72.4M +$22M -$65.6M -$43.6M SGOV, SCHX, VOO, MTUM, SLY 13F-HR 1/25/2023, 03:01 PM
Q3 2022 19 $105M +$3.54M -$32.8M -$29.2M VOO, MTUM, SCHX, SLY, EFA 13F-HR 10/12/2022, 03:02 PM
Q2 2022 14 $144M +$3.01M -$67.5M -$64.5M VOO, MTUM, SLY, SCHX, EFA 13F-HR 7/11/2022, 01:49 PM
Q1 2022 23 $243M +$11.1M -$34.5M -$23.4M VOO, MTUM, SLY, EFA, SCHX 13F-HR 4/28/2022, 12:31 PM
Q4 2021 26 $287M +$8.28M -$36.9M -$28.6M VOO, MTUM, SLY, EFA, SCHX 13F-HR 1/24/2022, 02:17 PM
Q3 2021 23 $293M +$3.75M -$5.14M -$1.38M VOO, MTUM, SLY, EFA, SCHX 13F-HR 11/1/2021, 10:40 AM
Q2 2021 26 $295M +$4.61M -$4.12M +$489K VOO, MTUM, SLY, EFA, SCHX 13F-HR 8/3/2021, 01:40 PM
Q1 2021 25 $275M +$8.11M -$574K +$7.53M VOO, MTUM, SLY, EFA, SCHX 13F-HR 5/4/2021, 03:08 PM
Q4 2020 15 $254M +$3.33M -$10.4M -$7.07M VOO, MTUM, SLY, EFA, SCHX 13F-HR 1/21/2021, 11:19 AM
Q3 2020 15 $233M +$3.28M -$13.4M -$10.1M VOO, MTUM, EFA, SLY, IWV 13F-HR 10/20/2020, 03:13 PM
Q2 2020 20 $224M +$3.41M -$2.35M +$1.06M VOO, MTUM, EFA, SLY, IWV 13F-HR 7/20/2020, 03:02 PM
Q1 2020 24 $188M +$7.57M -$546K +$7.02M VOO, MTUM, EFA, SLY, IWV 13F-HR 4/9/2020, 01:52 PM
Q4 2019 24 $225M +$6.52M -$7.87M -$1.35M VOO, MTUM, SLY, EFA, FIBR 13F-HR 1/23/2020, 12:00 PM
Q3 2019 22 $211M +$50.7M -$42.1M +$8.64M VOO, MTUM, SLY, EFA, SCHZ 13F-HR 10/24/2019, 02:50 PM
Q2 2019 22 $200M +$14.9M -$7.86M +$7.03M VOO, SLY, EFA, SCHZ, AGG 13F-HR 7/25/2019, 01:53 PM
Q1 2019 23 $187M +$10.2M -$11M -$799K VOO, SLY, EFA, AGG, VO 13F-HR 4/25/2019, 02:08 PM
Q4 2018 25 $168M +$4.13M -$4.69M -$562K VOO, SLY, EFA, VB, VO 13F-HR 1/15/2019, 01:47 PM
Q3 2018 26 $195M +$142M -$129M +$12.3M VOO, SLY, EFA, VB, VO 13F-HR 10/25/2018, 12:41 PM
Q2 2018 35 $181M +$13.7M -$6.93M +$6.8M XLK, XLF, XLY, XLV, SLY 13F-HR 7/19/2018, 03:27 PM
Q1 2018 33 $174M +$31M -$12.9M +$18.1M XLK, XLF, XLY, XLV, XLI 13F-HR 4/19/2018, 02:42 PM
Q4 2017 46 $158M +$3.32M -$8.47M -$5.15M XLK, XLF, XLV, XLI, XLY 13F-HR 1/18/2018, 02:43 PM
Q3 2017 47 $155M +$3.6M -$1.8M +$1.8M XLK, XLF, XLV, EFA, XLI 13F-HR 10/12/2017, 02:22 PM
Q2 2017 46 $148M +$21.4M -$4.04M +$17.3M XLK, XLF, XLV, XLY, XLI 13F-HR 7/20/2017, 02:32 PM
Q1 2017 41 $120M $0 $0 XLK, XLF, XLV, XLY, XLI 13F-HR 4/7/2017, 04:36 PM