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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 2 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMAT APPLIED MATLS INC Technology 633.0 $458K 0.04% NEW $723.12 -31.4%
22 HDV ISHARES TR 16,036.0 $440K 0.04% NEW $27.41 +8.5%
23 AVDE AMERICAN CENTY ETF TR 4,809.0 $429K 0.04% NEW $89.20 +4.8%
24 TFI SPDR SERIES TRUST 9,046.0 $414K 0.04% NEW $45.80 -1.9%
25 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 4,763.0 $392K 0.03% NEW $82.39 -5.4%
26 VTI VANGUARD INDEX FDS 1,049.0 $388K 0.03% NEW $370.15 +1.7%
27 EEM ISHARES TR 5,455.0 $373K 0.03% NEW $68.40 -2.6%
28 BALI BLACKROCK ETF TRUST 11,028.0 $373K 0.03% NEW $33.83 +2.2%
29 MET METLIFE INC Financial Services 3,997.0 $338K 0.03% NEW $84.61 +10.5%
30 WDC WESTERN DIGITAL CORP Technology 510.0 $326K 0.03% NEW $639.09 -26.6%
31 NOK NOKIA CORP Technology 22,648.0 $301K 0.03% NEW $13.28 -23.6%
32 SUSB ISHARES TR 11,954.0 $299K 0.03% NEW $24.99 -0.6%
33 TKO TKO GROUP HOLDINGS INC Communication Services 1,471.0 $296K 0.03% NEW $201.35 -2.9%
34 QCOM QUALCOMM INC Technology 1,590.0 $294K 0.03% NEW $184.84 -13.0%
35 NUE NUCOR CORP Basic Materials 1,315.0 $293K 0.02% NEW $222.67 +8.0%
36 IJUN INNOVATOR ETFS TRUST 9,318.0 $291K 0.02% NEW $31.18 +2.2%
37 SMH VANECK ETF TRUST 435.0 $285K 0.02% NEW $655.48 -14.2%
38 SIMO SILICON MOTION TECHNOLOGY CO Technology 815.0 $272K 0.02% NEW $333.16 -25.1%
39 UBS UBS GROUP AG Financial Services 5,181.0 $257K 0.02% NEW $49.56 +7.3%
40 JBL JABIL INC Technology 652.0 $251K 0.02% NEW $385.53 -17.9%
Page 2 of 4  ·  72 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 42.1%
Financial Services 14.5%
Healthcare 8.8%
Industrials 7.0%
Consumer Cyclical 6.4%
Communication Services 6.4%
Consumer Defensive 4.7%
Utilities 3.5%
Energy 3.0%
Real Estate 2.1%