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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 12 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VGK VANGUARD INTL EQUITY INDEX F 3,311.0 $293K 0.03% -763.0 -18.7% $88.53 +4.7%
222 BBIN J P MORGAN EXCHANGE TRADED F 3,732.0 $291K 0.02% -122.0 -3.2% $78.08 +4.1%
223 VICI VICI PPTYS INC Real Estate 10,974.0 $291K 0.02% -6K -36.4% $26.55 -0.1%
224 THO THOR INDS INC Consumer Cyclical 3,849.0 $289K 0.02% -155.0 -3.9% $75.16 +5.8%
225 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 871.0 $288K 0.02% -93.0 -9.7% $330.46 -1.2%
226 REGN REGENERON PHARMACEUTICALS Healthcare 461.0 $288K 0.02% -24.0 -5.0% $624.16 +33.6%
227 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 8,321.0 $283K 0.02% -5K -38.1% $34.00 +8.5%
228 ULTA ULTA BEAUTY INC Consumer Cyclical 624.0 $281K 0.02% -16.0 -2.5% $450.98 +15.6%
229 MELI MERCADOLIBRE INC Consumer Cyclical 165.0 $280K 0.02% -48.0 -22.5% $1697.39 +13.3%
230 LSTR LANDSTAR SYS INC Industrials 1,354.0 $280K 0.02% -36.0 -2.6% $206.77 -9.8%
231 ENSG ENSIGN GROUP INC Healthcare 1,740.0 $279K 0.02% -67.0 -3.7% $160.30 +12.0%
232 MSCI MSCI INC Financial Services 492.0 $276K 0.02% -29.0 -5.6% $560.05 +0.6%
233 ESGD ISHARES TR 2,664.0 $274K 0.02% -1K -33.0% $102.82 +4.4%
234 SUN SUNOCO LP/SUNOCO FIN CORP Energy 4,008.0 $271K 0.02% -1K -27.1% $67.49 +12.4%
235 KNSL KINSALE CAP GROUP INC Financial Services 817.0 $269K 0.02% -34.0 -4.0% $329.84 +16.3%
236 MPC MARATHON PETE CORP Energy 1,051.0 $269K 0.02% -54.0 -4.9% $255.61 +41.1%
237 MCHP MICROCHIP TECHNOLOGY INC. Technology 2,936.0 $268K 0.02% -1K -27.1% $91.19 -16.6%
238 XLI SELECT SECTOR SPDR TR 1,432.0 $265K 0.02% -52.0 -3.5% $185.27 -2.7%
239 FICO FAIR ISAAC CORP Technology 222.0 $265K 0.02% -3.0 -1.3% $1194.78 -1.9%
240 IWY ISHARES TR 912.0 $265K 0.02% -22.0 -2.4% $290.59 -1.7%
Page 12 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%