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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 4 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PAYX PAYCHEX INC Industrials 17,546.0 $1.7M 0.14% -475.0 -2.6% $98.33 +25.0%
62 DIS DISNEY WALT CO Communication Services 17,871.0 $1.7M 0.14% -1K -5.4% $96.25 +11.5%
63 TXN TEXAS INSTRS INC Technology 5,766.0 $1.7M 0.14% -227.0 -3.8% $298.06 -10.9%
64 ORCL ORACLE CORP Technology 11,333.0 $1.7M 0.14% -2K -13.1% $146.55 -3.1%
65 AXP AMERICAN EXPRESS CO Financial Services 4,809.0 $1.6M 0.14% -142.0 -2.9% $338.28 -2.1%
66 IBM INTERNATIONAL BUSINESS MACHS Technology 5,600.0 $1.6M 0.13% -488.0 -8.0% $281.19 -16.9%
67 AZN ASTRAZENECA PLC Healthcare 8,277.0 $1.6M 0.13% -478.0 -5.5% $189.62 -13.3%
68 BLACKROCK ETF TRUST 19,546.0 $1.6M 0.13% -817.0 -4.0% $80.16
69 AMT AMERICAN TOWER CORP Real Estate 9,553.0 $1.6M 0.13% -3K -21.1% $163.56 +7.4%
70 VBK VANGUARD INDEX FDS 4,259.0 $1.6M 0.13% -533.0 -11.1% $365.69 -2.6%
71 ITOT ISHARES TR 9,478.0 $1.6M 0.13% -604.0 -6.0% $164.28 +1.8%
72 GE GE AEROSPACE Industrials 4,022.0 $1.5M 0.13% -279.0 -6.5% $373.74 -7.8%
73 BAC BANK OF AMER CORP Financial Services 25,069.0 $1.4M 0.12% -2K -5.8% $56.98 +8.6%
74 LOW LOWES COS INC Consumer Cyclical 6,429.0 $1.4M 0.12% -392.0 -5.8% $220.48 -1.4%
75 SCHW SCHWAB CHARLES CORP Financial Services 15,285.0 $1.4M 0.12% -2K -11.6% $92.27 +19.0%
76 ESGU ISHARES TR 8,336.0 $1.4M 0.11% -562.0 -6.3% $163.68 +2.0%
77 TLTW ISHARES TR 60,589.0 $1.4M 0.11% -4K -6.9% $22.34 -4.9%
78 JMUB J P MORGAN EXCHANGE TRADED F 26,649.0 $1.3M 0.11% -577.0 -2.1% $50.65 -1.8%
79 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,434.0 $1.3M 0.11% -9.0 -0.6% $935.47 -0.2%
80 TRP TC ENERGY CORP Energy 19,978.0 $1.3M 0.11% -124.0 -0.6% $66.29 -4.9%
Page 4 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%