2026 Q2 Portfolio Activity
In 2026 Q2, Wallace Foundation maintained a portfolio of 1 distinct positions.
Position History
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Wallace Foundation
AUM $206M
Total Positions
1
Quarter
2026 Q2
Top Holding
VOO (100.0%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-1 of 1
Wallace Foundation Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VOO
VANGUARD INDEX ...
|
ETF | 100.00% | — |
#1
Prev: #—
|
9.5 |
—
|
328,152 | — |
NEW
|
328,152 | $205,793,964 |
$686.81
+3.9%
|
2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-1 of 1 holdings