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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 14 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 LNC LINCOLN NATL CORP IND Financial Services 6,003.0 $212K 0.02% -679.0 -10.2% $35.35 +19.2%
262 NKE NIKE INC Consumer Cyclical 5,076.0 $208K 0.02% -4K -41.0% $41.05 -0.7%
263 TTAN SERVICETITAN INC Technology 2,905.0 $205K 0.02% -1K -27.1% $70.71 +34.2%
264 ICICI BANK LIMITED 7,051.0 $205K 0.02% -1K -13.9% $29.03
265 DLR DIGITAL RLTY TR INC Real Estate 1,115.0 $200K 0.02% -8.0 -0.7% $179.53 +6.2%
266 INFY INFOSYS LTD Technology 17,260.0 $181K 0.01% -15K -45.7% $10.49 +13.9%
267 FWRG FIRST WATCH RESTAURANT GROUP Consumer Cyclical 13,228.0 $171K 0.01% -2K -12.9% $12.89 +1.1%
268 LYG LLOYDS BANKING GROUP PLC Financial Services 19,483.0 $114K 0.01% -575.0 -2.9% $5.83 +3.4%
269 RIG TRANSOCEAN LTD Energy 12,653.0 $62K 0.01% -2K -12.2% $4.89 +21.0%
270 ABEV AMBEV SA Consumer Defensive 19,062.0 $60K 0.01% -1K -6.3% $3.14 -8.6%
Page 14 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%