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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 8 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 EVUS ISHARES TR 10,417.0 $366K 0.03% +98.0 +0.9% $35.11 +5.6%
142 RPM RPM INTL INC Basic Materials 3,222.0 $358K 0.03% +300.0 +10.3% $111.14 -2.3%
143 BOH BANK HAWAII CORP Financial Services 4,358.0 $355K 0.03% +91.0 +2.1% $81.49 -4.9%
144 GPIX GOLDMAN SACHS ETF TR 6,311.0 $351K 0.03% +98.0 +1.6% $55.57 +0.9%
145 RGEN REPLIGEN CORP Healthcare 2,543.0 $347K 0.03% +14.0 +0.6% $136.44 +32.8%
146 SPYM SPDR SERIES TRUST 3,944.0 $347K 0.03% +1K +34.7% $87.87 +2.6%
147 CB CHUBB LIMITED Financial Services 1,015.0 $346K 0.03% +68.0 +7.2% $340.88 +0.0%
148 GKOS GLAUKOS CORP Healthcare 2,461.0 $344K 0.03% +164.0 +7.1% $139.76 +32.3%
149 ASTS AST SPACEMOBILE INC Technology 3,848.0 $342K 0.03% +1K +35.1% $88.85 -22.7%
150 WST WEST PHARMACEUTICAL SVSC INC Healthcare 952.0 $342K 0.03% +7.0 +0.7% $358.96 -1.6%
151 PRVA PRIVIA HEALTH GROUP INC Healthcare 13,234.0 $341K 0.03% +383.0 +3.0% $25.73 -17.9%
152 NYF ISHARES TR 6,293.0 $339K 0.03% +176.0 +2.9% $53.91 -2.1%
153 JCI JOHNSON CONTROLS INTERNATION Industrials 2,276.0 $333K 0.03% +264.0 +13.1% $146.10 -2.1%
154 SAIA SAIA INC Industrials 788.0 $332K 0.03% +25.0 +3.3% $421.16 -14.0%
155 LII LENNOX INTL INC Industrials 576.0 $330K 0.03% +22.0 +4.0% $572.95 -29.7%
156 AWI ARMSTRONG WORLD INDS INC NEW Industrials 2,024.0 $325K 0.03% +34.0 +1.7% $160.39 +11.3%
157 PRI PRIMERICA INC Financial Services 1,133.0 $322K 0.03% +17.0 +1.5% $284.18 +4.1%
158 TTD THE TRADE DESK INC Technology 17,789.0 $322K 0.03% +8K +83.6% $18.08 -27.1%
159 WDFC WD 40 CO Basic Materials 1,313.0 $320K 0.03% +279.0 +27.0% $243.68 -10.9%
160 CL COLGATE PALMOLIVE CO Consumer Defensive 3,469.0 $318K 0.03% +157.0 +4.7% $91.69 -0.7%
Page 8 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%