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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 13 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 POOL POOL CORP Industrials 1,227.0 $264K 0.02% -249.0 -16.9% $214.89 -12.5%
242 SPOT SPOTIFY TECHNOLOGY S A Communication Services 571.0 $262K 0.02% -341.0 -37.4% $459.13 +16.2%
243 GILD GILEAD SCIENCES INC Healthcare 2,059.0 $260K 0.02% -590.0 -22.3% $126.37 +15.6%
244 JKHY HENRY JACK & ASSOC INC Technology 1,869.0 $257K 0.02% -714.0 -27.6% $137.74 +20.7%
245 MPWR MONOLITHIC PWR SYS INC Technology 186.0 $257K 0.02% -12.0 -6.1% $1380.35 -4.6%
246 BND VANGUARD BD INDEX FDS 3,435.0 $252K 0.02% -553.0 -13.9% $73.40 -1.6%
247 RYANAIR HOLDINGS PLC 3,861.0 $250K 0.02% -98.0 -2.5% $64.75
248 SAP SAP SE Technology 1,595.0 $246K 0.02% -812.0 -33.7% $154.14 +41.9%
249 CASY CASEYS GEN STORES INC Consumer Cyclical 309.0 $246K 0.02% -60.0 -16.3% $794.67 +5.2%
250 GM GENERAL MTRS CO Consumer Cyclical 3,158.0 $243K 0.02% -808.0 -20.4% $77.09 +14.1%
251 BA BOEING CO Industrials 1,124.0 $243K 0.02% -339.0 -23.2% $216.48 -1.1%
252 BDX BECTON DICKINSON & CO Healthcare 1,555.0 $235K 0.02% -646.0 -29.4% $151.33 +26.9%
253 HBAN HUNTINGTON BANCSHARES INC Financial Services 13,087.0 $232K 0.02% -35K -73.0% $17.73 -3.9%
254 AMERICA MOVIL SAB DE CV 8,723.0 $227K 0.02% -392.0 -4.3% $25.99
255 EXPO EXPONENT INC Industrials 3,840.0 $226K 0.02% -1K -21.9% $58.75 +19.5%
256 RY ROYAL BK CDA Financial Services 1,081.0 $224K 0.02% -342.0 -24.0% $207.00 -0.9%
257 USFD US FOODS HLDG CORP Consumer Defensive 2,153.0 $220K 0.02% -152.0 -6.6% $102.25 +7.2%
258 TIP ISHARES TR 1,985.0 $217K 0.02% -34K -94.5% $109.46 -2.1%
259 MCK MCKESSON CORP Healthcare 287.0 $217K 0.02% -93.0 -24.5% $755.14 +13.7%
260 VWO VANGUARD INTL EQUITY INDEX F 3,593.0 $214K 0.02% -586.0 -14.0% $59.69 +1.3%
Page 13 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%