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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 7 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PWR QUANTA SVCS INC Industrials 990.0 $713K 0.06% -949.0 -48.9% $719.84 -8.0%
122 LQD ISHARES TR 6,514.0 $710K 0.06% -3K -28.6% $109.07 -2.8%
123 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,426.0 $708K 0.06% -120.0 -7.8% $496.73 +8.8%
124 GD GENERAL DYNAMICS CORP Industrials 1,980.0 $701K 0.06% -123.0 -5.8% $354.18 +9.0%
125 SONY SONY GROUP CORP Technology 34,914.0 $700K 0.06% -11K -23.4% $20.06 +17.5%
126 CCJ CAMECO CORP Energy 6,848.0 $698K 0.06% -622.0 -8.3% $101.86 -6.2%
127 TEL TE CONNECTIVITY PLC Technology 3,434.0 $692K 0.06% -160.0 -4.5% $201.59 -0.5%
128 STLD STEEL DYNAMICS INC Basic Materials 3,015.0 $692K 0.06% -19.0 -0.6% $229.47 -4.6%
129 TLT ISHARES TR 7,892.0 $682K 0.06% -2K -16.8% $86.42 -4.7%
130 DOV DOVER CORP Industrials 3,033.0 $680K 0.06% -153.0 -4.8% $224.25 -10.9%
131 T AT&T INC Communication Services 32,837.0 $680K 0.06% -2K -4.5% $20.70 +21.5%
132 CARR CARRIER GLOBAL CORPORATION Industrials 9,201.0 $675K 0.06% -268.0 -2.8% $73.35 -18.0%
133 DHR DANAHER CORP DEL Healthcare 3,498.0 $666K 0.06% -202.0 -5.5% $190.49 +13.3%
134 BRT BRT APARTMENTS CORP Real Estate 43,100.0 $662K 0.06% -2K -5.0% $15.37 -4.9%
135 O REALTY INCOME CORP Real Estate 10,661.0 $661K 0.06% -2K -18.6% $61.96 +1.9%
136 PFXF VANECK ETF TRUST 36,824.0 $657K 0.06% -4K -9.8% $17.84 +0.3%
137 VIS VANGUARD WORLD FD 1,820.0 $656K 0.06% -60.0 -3.2% $360.41 -4.3%
138 COF CAPITAL ONE FINL CORP Financial Services 3,246.0 $651K 0.05% -106.0 -3.2% $200.59 +5.9%
139 KO COCA COLA CO Consumer Defensive 7,900.0 $642K 0.05% -7K -45.5% $81.27 +11.4%
140 PGR PROGRESSIVE CORP Financial Services 2,846.0 $622K 0.05% -312.0 -9.9% $218.42 +0.9%
Page 7 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%