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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 3 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CSCO CISCO SYS INC Technology 20,646.0 $2.4M 0.20% -2K -8.3% $117.46 -6.7%
42 MU MICRON TECHNOLOGY INC Technology 2,086.0 $2.4M 0.20% -41.0 -1.9% $1154.33 -15.6%
43 DUK DUKE ENERGY CORP NEW Utilities 18,450.0 $2.3M 0.20% -257.0 -1.4% $126.58 -3.1%
44 BTI BRITISH AMERN TOB PLC Consumer Defensive 36,667.0 $2.3M 0.19% -292.0 -0.8% $61.76 -8.2%
45 IVLU ISHARES TR 52,994.0 $2.2M 0.18% -13K -19.9% $41.82 +5.1%
46 AMD ADVANCED MICRO DEVICES INC Technology 3,801.0 $2.2M 0.18% -84.0 -2.2% $580.91 -19.2%
47 MA MASTERCARD INCORPORATED Financial Services 4,244.0 $2.2M 0.18% -379.0 -8.2% $513.59 +11.7%
48 QUAL ISHARES TR 9,919.0 $2.2M 0.18% -53K -84.2% $219.42 +1.3%
49 WMT WALMART INC Consumer Defensive 18,816.0 $2.1M 0.18% -4K -18.7% $113.26 -8.3%
50 VOE VANGUARD INDEX FDS 10,483.0 $2.1M 0.17% -2K -13.8% $197.60 +5.2%
51 PAUG INNOVATOR ETFS TRUST 45,291.0 $2.1M 0.17% -881.0 -1.9% $45.64 +1.9%
52 PEY INVESCO EXCHANGE TRADED FD T 86,323.0 $2.0M 0.17% -475.0 -0.6% $23.18 +8.4%
53 LIN LINDE PLC Basic Materials 3,809.0 $2.0M 0.17% -119.0 -3.0% $518.95 -7.3%
54 PFEB INNOVATOR ETFS TRUST 45,430.0 $2.0M 0.16% -4K -8.6% $43.06 +1.7%
55 NFLX NETFLIX INC. Communication Services 26,590.0 $1.9M 0.16% -6K -17.8% $71.40 +12.2%
56 TOTALENERGIES SE 23,469.0 $1.8M 0.15% -8K -25.1% $77.76
57 RTX RTX CORPORATION Industrials 9,596.0 $1.8M 0.15% -783.0 -7.5% $189.74 +11.9%
58 MDLZ MONDELEZ INTL INC Consumer Defensive 31,280.0 $1.8M 0.15% -432.0 -1.4% $57.84 +10.9%
59 VOO VANGUARD INDEX FDS 2,610.0 $1.8M 0.15% -25.0 -0.9% $686.76 +2.1%
60 HD HOME DEPOT INC Consumer Cyclical 5,008.0 $1.8M 0.15% -130.0 -2.5% $352.71 -5.2%
Page 3 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%