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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 11 of 12  ·  234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PRI PRIMERICA INC Financial Services 1,116.0 $280K 0.03% -12.0 -1.1% $250.45 +11.2%
202 GDX VANECK ETF TRUST 3,011.0 $276K 0.03% -1K -31.1% $91.78 -3.6%
203 EOG EOG RES INC Energy 1,909.0 $276K 0.03% -378.0 -16.5% $144.54 -5.8%
204 CBOE CBOE GLOBAL MKTS INC Financial Services 975.0 $274K 0.03% -32.0 -3.2% $281.04 +26.1%
205 CASY CASEYS GEN STORES INC Consumer Cyclical 369.0 $269K 0.03% -21.0 -5.4% $727.65 +11.2%
206 JCI JOHNSON CONTROLS INTERNATION Industrials 2,012.0 $263K 0.03% -182.0 -8.3% $130.94 +7.1%
207 ETY EATON VANCE TAX-MANAGED DIVE Financial Services 18,920.0 $261K 0.03% -2K -7.6% $13.79 +8.0%
208 FUL FULLER H B CO Basic Materials 4,203.0 $259K 0.03% -741.0 -15.0% $61.68 -1.8%
209 URI UNITED RENTALS INC Industrials 355.0 $259K 0.03% -44.0 -11.0% $728.89 +32.1%
210 SPYV SPDR SERIES TRUST 4,506.0 $255K 0.03% -271.0 -5.7% $56.58 +7.9%
211 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 4,657.0 $255K 0.03% -836.0 -15.2% $54.75 +18.1%
212 RACE FERRARI N V Consumer Cyclical 717.0 $243K 0.02% -484.0 -40.3% $338.48 -2.5%
213 IWF ISHARES TR 566.0 $241K 0.02% -2K -73.7% $426.56 -70.5%
214 FICO FAIR ISAAC CORP Technology 225.0 $240K 0.02% -29.0 -11.4% $1067.54 +18.0%
215 LNC LINCOLN NATL CORP IND Financial Services 6,682.0 $237K 0.02% -122.0 -1.8% $35.50 +0.8%
216 BSY BENTLEY SYS INC Technology 6,625.0 $233K 0.02% -992.0 -13.0% $35.12 -6.8%
217 IWY ISHARES TR 934.0 $232K 0.02% -17.0 -1.8% $248.75 +18.5%
218 AIG AMERICAN INTL GROUP INC Financial Services 3,067.0 $231K 0.02% -143.0 -4.5% $75.26 +2.6%
219 RY ROYAL BK CDA Financial Services 1,423.0 $230K 0.02% -302.0 -17.5% $161.78 +17.4%
220 VWO VANGUARD INTL EQUITY INDEX F 4,179.0 $226K 0.02% -948.0 -18.5% $54.06 +11.4%
Page 11 of 12  ·  234 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%