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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 2 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VGK VANGUARD INTL EQUITY INDEX F 4,074.0 $336K 0.03% NEW $82.43 +8.6%
22 IRM IRON MTN INC DEL Real Estate 2,801.0 $286K 0.03% NEW $102.15 +25.7%
23 BBIN J P MORGAN EXCHANGE TRADED F 3,854.0 $282K 0.03% NEW $73.13 +7.9%
24 XOP SPDR SERIES TRUST 1,526.0 $278K 0.03% NEW $181.85 -8.7%
25 GRMN GARMIN LTD Technology 1,178.0 $273K 0.03% NEW $232.05 +2.8%
26 MPC MARATHON PETE CORP Energy 1,105.0 $270K 0.03% NEW $244.25 +1.6%
27 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 3,251.0 $267K 0.03% NEW $82.13 -20.8%
28 MEAR ISHARES U S ETF TR 5,211.0 $262K 0.03% NEW $50.34 -0.1%
29 MCHP MICROCHIP TECHNOLOGY INC. Technology 4,028.0 $260K 0.03% NEW $64.60 +51.8%
30 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 4,214.0 $250K 0.03% NEW $59.27 -19.0%
31 BURL BURLINGTON STORES INC Consumer Cyclical 732.0 $238K 0.02% NEW $325.38 +0.4%
32 ASTS AST SPACEMOBILE INC Technology 2,848.0 $236K 0.02% NEW $82.86 +44.5%
33 ALGN ALIGN TECHNOLOGY INC Healthcare 1,364.0 $234K 0.02% NEW $171.45 -4.6%
34 IX ORIX CORP Financial Services 7,786.0 $234K 0.02% NEW $29.99 +33.1%
35 SANDISK CORP 367.0 $233K 0.02% NEW $635.34
36 VRT VERTIV HOLDINGS CO Industrials 928.0 $233K 0.02% NEW $250.65 +29.2%
37 AMERICA MOVIL SAB DE CV 9,115.0 $232K 0.02% NEW $25.48
38 IMAR INNOVATOR ETFS TRUST 7,957.0 $231K 0.02% NEW $29.03 +4.6%
39 OLED UNIVERSAL DISPLAY CORP Technology 2,506.0 $230K 0.02% NEW $91.66 +1.9%
40 CGNX COGNEX CORP Technology 4,440.0 $217K 0.02% NEW $48.98 +39.5%
Page 2 of 3  ·  50 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%