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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 2 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JNJ JOHNSON & JOHNSON Healthcare 14,755.0 $3.7M 0.31% -2K -12.2% $253.96 +5.3%
22 PG PROCTER & GAMBLE CO Consumer Defensive 24,152.0 $3.5M 0.30% -831.0 -3.3% $146.64 -2.5%
23 CVX CHEVRON CORPORATION Energy 20,952.0 $3.5M 0.29% -4K -14.6% $165.76 +24.1%
24 BERKSHIRE HATHAWAY INC DEL 6,915.0 $3.5M 0.29% -103.0 -1.5% $500.35
25 PM PHILIP MORRIS INTL INC Consumer Defensive 17,717.0 $3.2M 0.27% -1K -6.0% $180.91 +5.9%
26 COMT ISHARES U S ETF TR 104,163.0 $3.2M 0.27% -2K -1.7% $30.37 +14.9%
27 PLD PROLOGIS INC. Real Estate 23,049.0 $3.1M 0.26% -479.0 -2.0% $135.47 +3.8%
28 XOM EXXON MOBIL CORP Energy 22,829.0 $3.1M 0.26% -10K -29.8% $136.72 +21.5%
29 IJH ISHARES TR 38,780.0 $3.0M 0.25% -9K -19.1% $77.11 -1.0%
30 PEP PEPSICO INC Consumer Defensive 21,964.0 $3.0M 0.25% -3K -12.4% $135.40 +4.9%
31 PANW PALO ALTO NETWORKS INC Technology 8,678.0 $3.0M 0.25% -1K -10.5% $341.00 +2.5%
32 ETN EATON CORP PLC Industrials 6,839.0 $2.9M 0.24% -648.0 -8.7% $426.10 -2.5%
33 PJAN INNOVATOR ETFS TRUST 58,633.0 $2.9M 0.24% -1K -2.0% $49.49 +1.7%
34 MINT PIMCO ETF TR 28,183.0 $2.8M 0.24% -7K -19.3% $100.81 -0.1%
35 MRK MERCK & CO INC Healthcare 21,770.0 $2.8M 0.23% -1K -5.5% $128.50 +16.1%
36 PNC PNC FINL SVCS GROUP INC Financial Services 10,958.0 $2.7M 0.23% -665.0 -5.7% $246.23 -1.9%
37 NEE NEXTERA ENERGY INC Utilities 30,300.0 $2.7M 0.22% -3K -9.4% $87.77 -3.1%
38 APH AMPHENOL CORP Technology 14,550.0 $2.6M 0.21% -123.0 -0.8% $176.32 -13.2%
39 IJR ISHARES TR 16,917.0 $2.5M 0.21% -4K -20.8% $148.31 -1.3%
40 VOT VANGUARD INDEX FDS 8,021.0 $2.5M 0.21% -942.0 -10.5% $306.29 -1.1%
Page 2 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 42.1%
Financial Services 14.5%
Healthcare 8.8%
Industrials 7.0%
Consumer Cyclical 6.4%
Communication Services 6.4%
Consumer Defensive 4.7%
Utilities 3.5%
Energy 3.0%
Real Estate 2.1%