Wall Capital Group, Inc.

PHOENIX, AZ · CIK 1699803 · 13F filing filed 2026-07-27

SEC-registered investment adviser since 1992 · corporation

Assets managed$294.7m
Staff5 · 3 in investment roles
Main clients (by assets)State and local governments 50%, Individuals 32%, High net worth individuals 17%
Websitewallcapitalgroup.com
Form ADV · 2026-04-20SEC adviser record

Kindinstitutions
Others nearbyPhoenix, AZ

$122.2m reported value +30.4% vs Q1 2026

30positions

84.9%in top 10

8 new 15 added 7 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	PIMCO ETF TR MULTISECTOR BD PYLD	PYLD	1,437,849	$38.1m31.21%	31.21%	Added +161.6k	+161,649 12.7%
2	SPDR SERIES TRUST PORTFOLI S&P1500 SPTM	SPTM	245,135	$22.3m18.22%	18.22%	Reduced -30.8k	-30,830 -11.2%
3	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	68,648	$13.1m10.71%	10.71%	New
4	ISHARES TR CORE S&P500 ETF IVV	IVV	12,314	$9.2m7.55%	7.55%	Added +1.3k	+1,297 11.8%
5	ISHARES TR RUS TP200 VL ETF IWX	IWX	78,088	$8.2m6.72%	6.72%	New
6	SELECT SECTOR SPDR TR SBI CONS DISCR XLY	XLY	28,239	$3.3m2.71%	2.71%	Added +1.5k	+1,496 5.6%
7	SELECT SECTOR SPDR TR INDL XLI	XLI	13,307	$2.5m2.02%	2.02%	Added +443	+443 3.4%
8	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	23,632	$2.4m1.95%	1.95%	Added +3.2k	+3,191 15.6%
9	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	43,785	$2.3m1.92%	1.92%	Added +1.5k	+1,499 3.5%
10	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	14,448	$2.3m1.88%	1.88%	New
11	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	16,268	$1.9m1.58%	1.58%	Reduced -278	-278 -1.7%
12	SELECT SECTOR SPDR TR COMMUNICATION XLC	XLC	17,359	$1.9m1.52%	1.52%	Added +803	+803 4.8%
13	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	29,230	$1.8m1.45%	1.45%	Reduced -31	-31 -0.1%
14	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	6,430	$1.4m1.15%	1.15%	Reduced -341	-341 -5.0%
15	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	30,487	$1.4m1.13%	1.13%	Added +2.1k	+2,061 7.2%
16	SELECT SECTOR SPDR TR SBI CONS STPLS XLP	XLP	16,471	$1.4m1.12%	1.12%	Added +1.2k	+1,171 7.7%
17	ISHARES TR CORE US AGGBD ET AGG	AGG	12,927	$1.3m1.05%	1.05%	Reduced -4.6k	-4,600 -26.2%
18	SELECT SECTOR SPDR TR ENERGY XLE	XLE	21,469	$1.1m0.93%	0.93%	Added +622	+622 3.0%
19	ISHARES TR CORE S&P US VLU IUSV	IUSV	9,161	$1.0m0.83%	0.83%	New
20	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	17,372	$1.0m0.82%	0.82%	Added +3.0k	+2,975 20.7%
21	SELECT SECTOR SPDR TR SBI MATERIALS XLB	XLB	16,277	$827.4k0.68%	0.68%	Added +937	+937 6.1%
22	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	26,981	$747.4k0.61%	0.61%	Reduced -1.4k	-1,447 -5.1%
23	INVESCO EXCH TRADED FD TR II S&P INTL MOMNT IDMO	IDMO	8,547	$515.0k0.42%	0.42%	New
24	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	11,189	$461.5k0.38%	0.38%	Added +2.2k	+2,151 23.8%
25	ISHARES TR MSCI USA VALUE VLUE	VLUE	1,862	$372.0k0.30%	0.30%	Added +7	+7 0.4%
26	ISHARES TR NATIONAL MUN ETF MUB	MUB	2,950	$317.4k0.26%	0.26%	Added +24	+24 0.8%
27	SELECT SECTOR SPDR TR RL EST SEL SEC XLRE	XLRE	7,180	$316.1k0.26%	0.26%	New
28	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	417	$286.3k0.23%	0.23%	Reduced -12	-12 -2.8%
29	MORGAN STANLEY ETF TRUST EAT INC OPP ETF XAGG	XAGG	5,011	$250.5k0.21%	0.21%	New
30	VANGUARD INDEX FDS SMALL CP ETF VB	VB	723	$219.3k0.18%	0.18%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ISHARES TR IWD	IWD	31,554	$6.7m31.6k shares