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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 10 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 TRGP TARGA RES CORP Energy 1,572.0 $421K 0.04% -485.0 -23.6% $268.10 +11.6%
182 IDXX IDEXX LABS INC Healthcare 792.0 $417K 0.04% -43.0 -5.2% $526.44 +5.8%
183 ROST ROSS STORES INC Consumer Cyclical 1,953.0 $416K 0.04% -372.0 -16.0% $212.80 +12.3%
184 IEF ISHARES TR 4,289.0 $406K 0.03% -36K -89.3% $94.57 -1.9%
185 LPLA LPL FINL HLDGS INC Financial Services 1,430.0 $403K 0.03% -18.0 -1.2% $281.74 +28.3%
186 CI THE CIGNA GROUP Healthcare 1,439.0 $397K 0.03% -968.0 -40.2% $275.72 +0.6%
187 IUSV ISHARES TR 3,571.0 $393K 0.03% -92.0 -2.5% $110.16 +4.3%
188 SRE SEMPRA Utilities 4,219.0 $391K 0.03% -499.0 -10.6% $92.70 -10.6%
189 ITUB ITAU UNIBANCO HLDG S A Financial Services 47,266.0 $386K 0.03% -2K -3.9% $8.17 -8.4%
190 BLK BLACKROCK INC Financial Services 401.0 $386K 0.03% -29.0 -6.7% $962.54 +20.2%
191 CRM SALESFORCE INC Technology 2,435.0 $381K 0.03% -436.0 -15.2% $156.63 +33.5%
192 VCR VANGUARD WORLD FD 957.0 $379K 0.03% -130.0 -12.0% $396.44 +0.2%
193 URI UNITED RENTALS INC Industrials 334.0 $379K 0.03% -21.0 -5.9% $1133.50 -3.1%
194 CDNS CADENCE DESIGN SYSTEM INC Technology 991.0 $372K 0.03% -49.0 -4.7% $375.32 -15.0%
195 FN FABRINET Technology 650.0 $365K 0.03% -5.0 -0.8% $562.08 -22.3%
196 GMAB GENMAB A/S Healthcare 13,214.0 $363K 0.03% -401.0 -3.0% $27.47 +21.8%
197 VOX VANGUARD WORLD FD 1,950.0 $359K 0.03% -319.0 -14.1% $183.93 +1.1%
198 D DOMINION ENERGY INC Utilities 5,164.0 $353K 0.03% -1K -19.4% $68.29 -2.5%
199 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,003.0 $351K 0.03% -98.0 -8.9% $350.07 -9.7%
200 OKE ONEOK INC NEW Energy 3,994.0 $347K 0.03% -88.0 -2.2% $86.95 +7.3%
Page 10 of 14  ·  270 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%