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Portfolio (Quarterly) Guide ↗

WEALTH ALLIANCE, LLC

· CIK 0001793904
13F Portfolio $1.0B AUM 548 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 50 New 213 Added 234 Reduced 53 Exited
Page 9 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 HPE HEWLETT PACKARD ENTERPRISE C Technology 14,335.0 $341K 0.03% +449.0 +3.2% $23.81 +59.8%
162 SE SEA LTD Consumer Cyclical 4,098.0 $339K 0.03% +122.0 +3.1% $82.80 +7.5%
163 ULTA ULTA BEAUTY INC Consumer Cyclical 640.0 $334K 0.03% +32.0 +5.3% $522.47 -1.2%
164 COOPER COS INC 4,508.0 $322K 0.03% +79.0 +1.8% $71.50
165 HLMN HILLMAN SOLUTIONS CORP Industrials 38,726.0 $322K 0.03% +2K +4.7% $8.32 -10.5%
166 EXPO EXPONENT INC Industrials 4,916.0 $321K 0.03% +457.0 +10.2% $65.24 -11.8%
167 THO THOR INDS INC Consumer Cyclical 4,004.0 $320K 0.03% +35.0 +0.9% $79.88 -2.1%
168 APOS APOLLO GLOBAL MGMT INC Financial Services 2,867.0 $319K 0.03% +806.0 +39.1% $111.43 -76.5%
169 EJAN INNOVATOR ETFS TRUST 9,396.0 $319K 0.03% +2K +29.3% $33.93 +5.8%
170 BOH BANK HAWAII CORP Financial Services 4,267.0 $317K 0.03% +253.0 +6.3% $74.25 +5.6%
171 DE DEERE & CO Industrials 554.0 $312K 0.03% +10.0 +1.8% $563.07 -6.0%
172 GPIX GOLDMAN SACHS ETF TR 6,213.0 $311K 0.03% +219.0 +3.6% $50.04 +11.4%
173 CB CHUBB LTD SWITZ Financial Services 947.0 $309K 0.03% +273.0 +40.5% $326.04 -0.2%
174 AXON AXON ENTERPRISE INC Industrials 719.0 $305K 0.03% +116.0 +19.2% $424.84 -9.3%
175 TM TOYOTA MOTOR CORP Consumer Cyclical 1,455.0 $300K 0.03% +490.0 +50.8% $206.09 -7.8%
176 POOL POOL CORP Industrials 1,476.0 $299K 0.03% +577.0 +64.2% $202.32 -9.9%
177 RGEN REPLIGEN CORP Healthcare 2,529.0 $298K 0.03% +387.0 +18.1% $117.82 -2.2%
178 UPS UNITED PARCEL SVCS INC Industrials 3,013.0 $296K 0.03% +102.0 +3.5% $98.38 +3.6%
179 HEICO CORP NEW 1,404.0 $296K 0.03% +48.0 +3.5% $211.06
180 KAI KADANT INC Industrials 1,011.0 $296K 0.03% +155.0 +18.1% $292.48 +12.7%
Page 9 of 11  ·  213 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 36.4%
Financial Services 15.4%
Healthcare 9.9%
Industrials 7.0%
Consumer Cyclical 6.8%
Communication Services 6.8%
Consumer Defensive 5.4%
Energy 4.4%
Utilities 3.8%
Real Estate 2.6%