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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 3 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IWN ISHARES TR 1,118.0 $247K 0.02% NEW $221.13 +1.5%
42 KDP KEURIG DR PEPPER INC Consumer Defensive 7,268.0 $238K 0.02% NEW $32.73 -4.0%
43 INNOVATOR ETFS TRUST 7,949.0 $237K 0.02% NEW $29.84
44 SPEM SPDR INDEX SHS FDS 4,498.0 $233K 0.02% NEW $51.79 +0.3%
45 PSA PUBLIC STORAGE Real Estate 727.0 $231K 0.02% NEW $318.32 +2.1%
46 IWL ISHARES TR 1,248.0 $231K 0.02% NEW $184.89 +2.7%
47 HUBB HUBBELL INC Industrials 436.0 $228K 0.02% NEW $522.74 -9.4%
48 VMC VULCAN MATLS CO Basic Materials 765.0 $226K 0.02% NEW $295.14 -7.8%
49 CLS CELESTICA INC Technology 615.0 $224K 0.02% NEW $364.80 -17.4%
50 ALH ALLIANCE LAUNDRY HLDGS INC Consumer Cyclical 8,448.0 $224K 0.02% NEW $26.52 -10.6%
51 AGYS AGILYSYS INC Technology 2,120.0 $222K 0.02% NEW $104.50 +10.8%
52 DGRO ISHARES TR 2,913.0 $221K 0.02% NEW $75.78 +5.3%
53 BROS DUTCH BROS INC Consumer Cyclical 3,016.0 $217K 0.02% NEW $71.81 -30.5%
54 VIG VANGUARD SPECIALIZED FUNDS 911.0 $215K 0.02% NEW $236.54 +3.1%
55 XAR SPDR SERIES TRUST 750.0 $213K 0.02% NEW $283.82 -1.5%
56 IVES WEDBUSH SER TR 5,585.0 $213K 0.02% NEW $38.10 +1.3%
57 TECH BIO-TECHNE CORP Healthcare 3,011.0 $213K 0.02% NEW $70.64 +2.4%
58 VOOV VANGUARD ADMIRAL FDS INC 958.0 $210K 0.02% NEW $219.20 +4.7%
59 PSX PHILLIPS 66 Energy 1,222.0 $207K 0.02% NEW $169.06 +43.9%
60 AAON AAON INC Industrials 1,623.0 $206K 0.02% NEW $126.86 -36.1%
Page 3 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%