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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 9 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CDW CDW CORP Technology 3,556.0 $500K 0.04% -249.0 -6.5% $140.63 -2.4%
162 NVS NOVARTIS AG Healthcare 3,181.0 $499K 0.04% -67.0 -2.1% $156.72 +1.4%
163 NXPI NXP SEMICONDUCTORS N V Technology 1,768.0 $497K 0.04% -145.0 -7.6% $280.98 -19.7%
164 EQIX EQUINIX INC Real Estate 471.0 $491K 0.04% -91.0 -16.2% $1042.10 +2.2%
165 DMXF ISHARES TR 5,785.0 $489K 0.04% -114.0 -1.9% $84.60 +2.7%
166 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 3,964.0 $488K 0.04% -2K -30.8% $123.10 +31.0%
167 Q QNITY ELECTRONICS INC Technology 2,961.0 $484K 0.04% -2K -35.2% $163.29 -21.1%
168 SHOP SHOPIFY INC Technology 4,079.0 $466K 0.04% -1K -24.1% $114.18 +30.7%
169 ITW ILLINOIS TOOL WKS INC Industrials 1,716.0 $464K 0.04% -59.0 -3.3% $270.51 +4.4%
170 ROL ROLLINS INC Consumer Cyclical 11,050.0 $461K 0.04% -2K -13.5% $41.74 -11.6%
171 COP CONOCOPHILLIPS Energy 4,384.0 $456K 0.04% -1K -18.6% $103.97 +29.7%
172 VCSH VANGUARD SCOTTSDALE FDS 5,749.0 $454K 0.04% -384.0 -6.3% $79.03 -0.6%
173 BK BANK OF NY MELLON CORP Financial Services 3,121.0 $451K 0.04% -213.0 -6.4% $144.62 -1.9%
174 HDB HDFC BANK LTD Financial Services 17,254.0 $446K 0.04% -2K -8.3% $25.83 -8.6%
175 SNDK SANDISK CORP Technology 194.0 $441K 0.04% -173.0 -47.1% $2273.73 -29.8%
176 ESGE ISHARES INC 7,923.0 $433K 0.04% -3K -29.4% $54.69 -1.4%
177 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,462.0 $429K 0.04% -42.0 -2.8% $293.19 +4.1%
178 ZTS ZOETIS INC Healthcare 5,964.0 $429K 0.04% -6K -52.1% $71.87 +8.2%
179 MMM 3M CO Industrials 2,642.0 $428K 0.04% -499.0 -15.9% $161.88 +10.5%
180 IUSG ISHARES TR 2,268.0 $427K 0.04% -54.0 -2.3% $188.06 +0.9%
Page 9 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%