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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 5 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 UNILEVER PLC 21,528.0 $1.3M 0.11% -7K -24.7% $60.12
82 AMCOR PLC 29,011.0 $1.3M 0.10% -2K -7.7% $43.35
83 VFH VANGUARD WORLD FD 9,537.0 $1.3M 0.10% -333.0 -3.4% $131.60 +5.9%
84 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 59,536.0 $1.2M 0.10% -7K -11.2% $19.89 +8.4%
85 MRSH MARSH & MCLENNAN COS INC Financial Services 7,029.0 $1.2M 0.10% -2K -22.7% $166.68 +14.1%
86 QQQ INVESCO QQQ TR Financial Services 1,520.0 $1.1M 0.09% -108.0 -6.6% $736.16 -3.4%
87 CME CME GROUP INC Financial Services 4,937.0 $1.1M 0.09% -2K -28.3% $220.82 +22.7%
88 VBR VANGUARD INDEX FDS 4,463.0 $1.1M 0.09% -1K -20.7% $243.01 +1.8%
89 BMY BRISTOL-MYERS SQUIBB CO Healthcare 18,651.0 $1.1M 0.09% -385.0 -2.0% $57.62 +13.6%
90 WFC WELLS FARGO & CO Financial Services 12,812.0 $1.1M 0.09% -1K -8.4% $82.64 +1.3%
91 LMT LOCKHEED MARTIN CORP Industrials 2,050.0 $1.0M 0.09% -363.0 -15.0% $509.34 +12.2%
92 UNP UNION PAC CORP Industrials 3,661.0 $996K 0.08% -114.0 -3.0% $271.97 +11.8%
93 GWW WW GRAINGER INC Industrials 726.0 $988K 0.08% -50.0 -6.4% $1360.20 -4.4%
94 SPGI S&P GLOBAL INC Financial Services 2,413.0 $983K 0.08% -754.0 -23.8% $407.30 +6.1%
95 WMB WILLIAMS COS INC Energy 13,204.0 $982K 0.08% -1K -8.5% $74.34 -3.6%
96 XEL XCEL ENERGY INC Utilities 12,129.0 $974K 0.08% -4K -26.2% $80.30 -2.0%
97 USXF ISHARES TR 13,896.0 $965K 0.08% -719.0 -4.9% $69.45 -2.1%
98 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,912.0 $959K 0.08% -183.0 -8.7% $501.41 +25.2%
99 ABT ABBOTT LABORATORIES Healthcare 10,180.0 $924K 0.08% -821.0 -7.5% $90.74 +25.8%
100 DSI ISHARES TR 6,482.0 $923K 0.08% -210.0 -3.1% $142.38 +2.3%
Page 5 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%