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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 3 of 12  ·  234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DUK DUKE ENERGY CORP NEW Utilities 18,707.0 $2.4M 0.24% -116.0 -0.6% $130.94 -4.6%
42 VOT VANGUARD INDEX FDS 8,963.0 $2.3M 0.23% -1K -10.7% $257.35 +14.4%
43 VOE VANGUARD INDEX FDS 12,167.0 $2.2M 0.22% -1K -10.4% $184.28 +5.9%
44 ENB ENBRIDGE INC Energy 38,319.0 $2.1M 0.20% -293.0 -0.8% $54.14 +5.3%
45 PJUN INNOVATOR ETFS TRUST 49,565.0 $2.1M 0.20% -2K -2.9% $41.83 +3.7%
46 RTX RTX CORPORATION Industrials 10,379.0 $2.0M 0.20% -742.0 -6.7% $192.89 -7.2%
47 PAUG INNOVATOR ETFS TRUST 46,172.0 $2.0M 0.20% -355.0 -0.8% $42.72 +6.0%
48 MCD MCDONALDS CORP Consumer Cyclical 6,334.0 $2.0M 0.19% -758.0 -10.7% $310.78 -10.1%
49 DIS DISNEY WALT CO Communication Services 18,897.0 $1.8M 0.18% -483.0 -2.5% $96.38 +7.2%
50 NGG NATIONAL GRID PLC Utilities 21,160.0 $1.8M 0.18% -7K -25.7% $84.60 +3.6%
51 CSCO CISCO SYS INC Technology 22,504.0 $1.7M 0.17% -2K -7.8% $77.59 +52.5%
52 LOW LOWES COS INC Consumer Cyclical 6,821.0 $1.6M 0.16% -546.0 -7.4% $236.29 -10.2%
53 PDEC INNOVATOR ETFS TRUST 37,391.0 $1.6M 0.16% -1K -3.4% $42.50 +7.5%
54 MRSH MARSH & MCLENNAN COS INC Financial Services 9,088.0 $1.6M 0.16% -914.0 -9.1% $173.44 -6.6%
55 VOO VANGUARD INDEX FDS 2,635.0 $1.6M 0.15% -2K -38.5% $597.51 +15.5%
56 IBM INTERNATIONAL BUSINESS MACHS Technology 6,088.0 $1.5M 0.15% -90.0 -1.5% $242.38 +3.4%
57 LMT LOCKHEED MARTIN CORP Industrials 2,413.0 $1.5M 0.14% -691.0 -22.3% $604.41 -11.8%
58 VBK VANGUARD INDEX FDS 4,792.0 $1.4M 0.14% -686.0 -12.5% $302.27 +16.7%
59 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,443.0 $1.4M 0.14% -50.0 -3.4% $996.27 +0.7%
60 BLACKROCK ETF TRUST 20,363.0 $1.4M 0.14% -2K -9.4% $70.14
Page 3 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%