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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 6 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 INTC INTEL CORP Technology 6,511.0 $909K 0.08% -2K -26.6% $139.62 -35.5%
102 EMGF ISHARES INC 12,329.0 $903K 0.08% -3K -17.8% $73.26 -2.2%
103 ISRG INTUITIVE SURGICAL INC Healthcare 2,249.0 $895K 0.07% -712.0 -24.1% $397.77 -4.8%
104 DDOG DATADOG INC Technology 3,306.0 $861K 0.07% -306.0 -8.5% $260.36 -9.5%
105 IWB ISHARES TR 2,056.0 $842K 0.07% -367.0 -15.2% $409.42 +2.5%
106 SUSC ISHARES TR 36,128.0 $836K 0.07% -6K -13.5% $23.15 -2.2%
107 CSX CSX CORP Industrials 16,861.0 $801K 0.07% -3K -14.5% $47.53 +8.5%
108 NEBIUS GROUP N.V. 2,867.0 $792K 0.07% -2K -42.8% $276.17
109 MSI MOTOROLA SOLUTIONS INC Technology 1,882.0 $782K 0.07% -427.0 -18.5% $415.36 +15.7%
110 SCCO SOUTHERN COPPER CORP Basic Materials 4,380.0 $763K 0.06% -105.0 -2.3% $174.24 +24.0%
111 UBER UBER TECHNOLOGIES INC Technology 10,558.0 $762K 0.06% -1K -12.2% $72.16 +9.2%
112 PH PARKER-HANNIFIN CORP Industrials 767.0 $751K 0.06% -9.0 -1.2% $978.60 +2.4%
113 SNY SANOFI SA Healthcare 17,541.0 $748K 0.06% -24K -58.3% $42.66 +7.5%
114 ABNB AIRBNB INC Consumer Cyclical 5,202.0 $744K 0.06% -889.0 -14.6% $143.11 +30.9%
115 TRV TRAVELERS COMPANIES INC Financial Services 2,252.0 $743K 0.06% -953.0 -29.7% $330.07 +10.2%
116 ASX ASE TECHNOLOGY HLDG CO LTD Technology 16,394.0 $740K 0.06% -932.0 -5.4% $45.12 -19.1%
117 IBIT ISHARES BITCOIN TRUST ETF Financial Services 21,758.0 $724K 0.06% -5K -17.7% $33.29 +31.2%
118 KOCT INNOVATOR ETFS TRUST 19,375.0 $724K 0.06% -1K -6.8% $37.36 +1.6%
119 APP APPLOVIN CORP Technology 1,401.0 $722K 0.06% -39.0 -2.7% $515.39 -40.7%
120 TFC TRUIST FINL CORP Financial Services 14,435.0 $719K 0.06% -16K -52.0% $49.82 +1.2%
Page 6 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 42.7%
Financial Services 14.5%
Healthcare 8.9%
Industrials 7.1%
Consumer Cyclical 6.5%
Communication Services 5.2%
Consumer Defensive 4.8%
Utilities 3.5%
Energy 3.0%
Real Estate 2.2%