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Portfolio (Quarterly) Guide ↗

WEALTH ALLIANCE, LLC

· CIK 0001793904
13F Portfolio $1.2B AUM 573 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 72 New 173 Added 270 Reduced 47 Exited
Page 2 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LRCX LAM RESEARCH CORP Technology 16,210.0 $7.0M 0.59% +155.0 +1.0% $433.34 -28.3%
22 GOOG ALPHABET INC Communication Services 18,995.0 $6.7M 0.56% +2K +13.4% $353.33 -4.3%
23 MBB ISHARES TR 70,266.0 $6.6M 0.56% +5K +8.0% $94.52 -1.3%
24 ASML ASML HLDG NV Technology 2,882.0 $5.7M 0.48% +105.0 +3.8% $1989.39 -12.0%
25 JPM JPMORGAN CHASE & CO Financial Services 17,342.0 $5.7M 0.47% +1K +8.2% $327.32 +7.4%
26 ABBV ABBVIE INC Healthcare 21,367.0 $5.4M 0.45% +414.0 +2.0% $251.64 +4.0%
27 IEFA ISHARES TR 53,215.0 $5.1M 0.43% +649.0 +1.2% $96.58 +3.5%
28 JMBS JANUS DETROIT STR TR 113,013.0 $5.1M 0.42% +58K +105.0% $44.99 -1.1%
29 VTEB VANGUARD MUN BD FDS 88,858.0 $4.5M 0.38% +14K +18.6% $50.58 -2.0%
30 LMUB ISHARES TR 82,843.0 $4.2M 0.35% +467.0 +0.6% $51.22 -3.2%
31 XTEN BONDBLOXX ETF TRUST 92,035.0 $4.2M 0.35% +48K +109.0% $45.58 -2.6%
32 BNDX VANGUARD CHARLOTTE FDS 83,128.0 $4.0M 0.34% +16K +23.9% $48.43 -1.6%
33 SPMO INVESCO EXCH TRADED FD TR II 24,541.0 $4.0M 0.33% +7K +39.4% $161.54 -8.2%
34 JAAA JANUS DETROIT STR TR 76,564.0 $3.9M 0.32% +12K +19.3% $50.49 +0.3%
35 V VISA INC Financial Services 11,153.0 $3.8M 0.32% +445.0 +4.2% $343.09 +6.6%
36 SHLD GLOBAL X FDS 59,521.0 $3.6M 0.30% +33K +125.6% $59.71 +13.3%
37 VXF VANGUARD INDEX FDS 14,251.0 $3.5M 0.29% +11K +417.8% $246.21 -1.1%
38 TSLA TESLA INC Consumer Cyclical 8,196.0 $3.4M 0.29% +367.0 +4.7% $420.62 -17.9%
39 VZ VERIZON COMMUNICATIONS INC Communication Services 81,158.0 $3.4M 0.29% +4K +5.8% $42.34 +16.2%
40 ITA ISHARES TR 13,765.0 $3.3M 0.28% +8K +130.9% $242.41 -2.0%
Page 2 of 9  ·  173 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 42.1%
Financial Services 14.5%
Healthcare 8.8%
Industrials 7.0%
Consumer Cyclical 6.4%
Communication Services 6.4%
Consumer Defensive 4.7%
Utilities 3.5%
Energy 3.0%
Real Estate 2.1%