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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 3 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VO VANGUARD INDEX FDS 38,161.0 $3.1M 0.26% +27K +241.5% $80.57 +2.4%
42 MUB ISHARES TR 27,923.0 $3.0M 0.25% +225.0 +0.8% $107.62 -2.0%
43 WEC WEC ENERGY GROUP INC Utilities 22,729.0 $2.7M 0.22% +3K +13.4% $116.77 -7.1%
44 PMAY INNOVATOR ETFS TRUST 63,706.0 $2.6M 0.22% +2K +2.8% $41.30 +1.6%
45 PJUN INNOVATOR ETFS TRUST 59,228.0 $2.6M 0.21% +10K +19.5% $43.23 +1.4%
46 USRT ISHARES TR 37,677.0 $2.5M 0.21% +20K +113.9% $66.45 +1.1%
47 CMI CUMMINS INC Industrials 3,490.0 $2.5M 0.21% +476.0 +15.8% $713.13 -16.8%
48 PFE PFIZER INC Healthcare 93,388.0 $2.2M 0.19% +2K +2.0% $24.08 +15.4%
49 CAT CATERPILLAR INC Industrials 1,969.0 $2.1M 0.17% +301.0 +18.1% $1064.84 -23.4%
50 MO ALTRIA GROUP INC Consumer Defensive 25,971.0 $1.9M 0.16% +3K +13.5% $71.95 -7.0%
51 UNH UNITEDHEALTH GROUP INC Healthcare 4,490.0 $1.9M 0.16% +1K +45.9% $415.66 -7.4%
52 NGG NATIONAL GRID PLC Utilities 22,309.0 $1.8M 0.15% +1K +5.4% $82.87 -2.7%
53 FE FIRSTENERGY CORP Utilities 37,597.0 $1.8M 0.15% +2K +7.1% $47.54 -0.8%
54 GEV GE VERNOVA INC Utilities 1,511.0 $1.8M 0.15% +202.0 +15.4% $1175.14 -17.8%
55 C CITIGROUP INC Financial Services 12,511.0 $1.8M 0.15% +4K +47.9% $139.96 -7.4%
56 MCD MCDONALDS CORP Consumer Cyclical 6,366.0 $1.7M 0.14% +32.0 +0.5% $270.29 -0.4%
57 BIZD VANECK ETF TRUST 133,174.0 $1.7M 0.14% +7K +5.5% $12.66 +5.0%
58 GS GOLDMAN SACHS GROUP INC Financial Services 1,655.0 $1.7M 0.14% +56.0 +3.5% $1011.61 -1.0%
59 VTV VANGUARD INDEX FDS 7,663.0 $1.7M 0.14% +714.0 +10.3% $217.93 +3.3%
60 JEPI J P MORGAN EXCHANGE TRADED F 27,341.0 $1.5M 0.13% +2K +8.4% $56.48 +2.2%
Page 3 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%