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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 6 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VGT VANGUARD WORLD FD 4,843.0 $579K 0.05% +4K +609.1% $119.52 -0.9%
102 SMURFIT WESTROCK PLC 12,496.0 $578K 0.05% +511.0 +4.3% $46.26
103 CRWD CROWDSTRIKE HLDGS INC Technology 755.0 $576K 0.05% +49.0 +6.9% $190.79 +0.3%
104 VTR VENTAS INC Real Estate 5,994.0 $532K 0.04% +2K +52.0% $88.80 +5.6%
105 SAN BANCO SANTANDER SA Financial Services 38,129.0 $526K 0.04% +194.0 +0.5% $13.80 +5.5%
106 IMAY INNOVATOR ETFS TRUST 16,044.0 $509K 0.04% +1K +7.7% $31.73 +2.8%
107 IXUS ISHARES TR 5,269.0 $503K 0.04% +342.0 +6.9% $95.43 +2.7%
108 TYG TORTOISE ENERGY INFRSTRCTR C Financial Services 11,576.0 $496K 0.04% +616.0 +5.6% $42.87 +4.5%
109 SCHZ SCHWAB STRATEGIC TR 20,960.0 $485K 0.04% +5K +34.4% $23.13 -1.6%
110 NU NU HLDGS LTD Financial Services 36,124.0 $483K 0.04% +4K +13.9% $13.36 +10.7%
111 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 9,421.0 $476K 0.04% +185.0 +2.0% $50.53 -3.1%
112 J JACOBS SOLUTIONS INC Industrials 3,678.0 $463K 0.04% +295.0 +8.7% $126.01 +18.5%
113 HWM HOWMET AEROSPACE INC Industrials 1,700.0 $457K 0.04% +149.0 +9.6% $268.81 +1.7%
114 MEDP MEDPACE HLDGS INC Healthcare 844.0 $447K 0.04% +12.0 +1.4% $529.59 +18.2%
115 NOBL PROSHARES TR 7,921.0 $445K 0.04% +2K +41.5% $56.16 +4.7%
116 XBI SPDR SERIES TRUST 2,786.0 $441K 0.04% +76.0 +2.8% $158.25 +5.2%
117 BLACKROCK ETF TRUST II 8,830.0 $440K 0.04% +2K +20.9% $49.80
118 YUMC YUM CHINA HLDGS INC Consumer Cyclical 10,716.0 $438K 0.04% +4K +62.9% $40.87 +21.5%
119 ROAD CONSTRUCTION PARTNERS INC Industrials 3,627.0 $431K 0.04% +46.0 +1.3% $118.77 -5.2%
120 NDSN NORDSON CORP Industrials 1,422.0 $429K 0.04% +29.0 +2.1% $301.69 +9.4%
Page 6 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 42.7%
Financial Services 14.5%
Healthcare 8.9%
Industrials 7.1%
Consumer Cyclical 6.5%
Communication Services 5.2%
Consumer Defensive 4.8%
Utilities 3.5%
Energy 3.0%
Real Estate 2.2%