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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 7 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GLD SPDR GOLD TR Financial Services 1,153.0 $425K 0.04% +150.0 +15.0% $368.46 +15.1%
122 SPYV SPDR SERIES TRUST 6,875.0 $418K 0.04% +2K +52.6% $60.79 +4.5%
123 WELL WELLTOWER INC Real Estate 1,807.0 $410K 0.03% +37.0 +2.1% $226.94 +5.8%
124 MS MORGAN STANLEY Financial Services 1,958.0 $409K 0.03% +24.0 +1.2% $209.07 +0.9%
125 MEAR ISHARES U S ETF TR 7,975.0 $402K 0.03% +3K +53.0% $50.38 -0.3%
126 INNOVATOR ETFS TRUST 13,152.0 $400K 0.03% +3K +26.3% $30.38
127 CHD CHURCH & DWIGHT CO INC Consumer Defensive 4,110.0 $398K 0.03% +45.0 +1.1% $96.88 +1.8%
128 EAPR INNOVATOR ETFS TRUST 12,074.0 $397K 0.03% +982.0 +8.8% $32.91 +2.0%
129 CHH CHOICE HOTELS INTL INC Consumer Cyclical 3,584.0 $395K 0.03% +87.0 +2.5% $110.27 -1.7%
130 SPHD INVESCO EXCH TRADED FD TR II 7,729.0 $393K 0.03% +96.0 +1.3% $50.84 +4.8%
131 UPS UNITED PARCEL SVCS INC Industrials 3,569.0 $384K 0.03% +556.0 +18.4% $107.49 -5.1%
132 BIL SPDR SERIES TRUST 4,170.0 $382K 0.03% +1K +51.2% $91.63 -0.0%
133 ALLE ALLEGION PLC Industrials 2,691.0 $378K 0.03% +47.0 +1.8% $140.49 +16.1%
134 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 4,718.0 $375K 0.03% +61.0 +1.3% $79.54 +38.8%
135 HEICO CORP NEW 1,443.0 $372K 0.03% +39.0 +2.8% $257.94
136 IX ORIX CORP Financial Services 9,760.0 $371K 0.03% +2K +25.4% $38.04 +1.3%
137 GRMN GARMIN LTD Technology 1,559.0 $370K 0.03% +381.0 +32.3% $237.57 +24.0%
138 AEP AMERICAN ELEC PWR CO INC Utilities 2,685.0 $367K 0.03% +101.0 +3.9% $136.79 -10.8%
139 VYMI VANGUARD WHITEHALL FDS 3,734.0 $367K 0.03% +1K +45.2% $98.20 +7.1%
140 CGNX COGNEX CORP Technology 5,059.0 $366K 0.03% +619.0 +13.9% $72.42 -17.1%
Page 7 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%