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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 11 of 29  ·  573 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,912.0 $959K 0.08% -183.0 -8.7% $501.41 +25.5%
202 DRI DARDEN RESTAURANTS INC Consumer Cyclical 4,599.0 $947K 0.08% +2K +115.1% $206.01 +7.6%
203 KIM KIMCO REALTY CORP Real Estate 37,219.0 $944K 0.08% +2K +4.9% $25.35 -5.2%
204 WSO WATSCO INC Industrials 2,249.0 $937K 0.08% +12.0 +0.5% $416.67 -25.1%
205 CSPF COHEN & STEERS ETF TRUST 35,640.0 $929K 0.08% +8K +27.5% $26.08 -0.4%
206 ABT ABBOTT LABORATORIES Healthcare 10,180.0 $924K 0.08% -821.0 -7.5% $90.74 +28.5%
207 DSI ISHARES TR 6,482.0 $923K 0.08% -210.0 -3.1% $142.38 +3.0%
208 KMB KIMBERLY-CLARK CORP Consumer Defensive 8,329.0 $914K 0.08% +912.0 +12.3% $109.77 -0.4%
209 INTC INTEL CORP Technology 6,511.0 $909K 0.08% -2K -26.6% $139.62 -35.5%
210 EMGF ISHARES INC 12,329.0 $903K 0.08% -3K -17.8% $73.26 -2.2%
211 IWP ISHARES TR 6,129.0 $897K 0.07% +4K +134.5% $146.41 -1.9%
212 ISRG INTUITIVE SURGICAL INC Healthcare 2,249.0 $895K 0.07% -712.0 -24.1% $397.77 -4.8%
213 BX BLACKSTONE INC Financial Services 7,568.0 $891K 0.07% +2K +48.6% $117.67 +21.8%
214 DDOG DATADOG INC Technology 3,306.0 $861K 0.07% -306.0 -8.5% $260.36 -9.5%
215 QQQI NEOS ETF TRUST 15,015.0 $853K 0.07% $56.79 -4.5%
216 IWB ISHARES TR 2,056.0 $842K 0.07% -367.0 -15.2% $409.42 +2.5%
217 SUSC ISHARES TR 36,128.0 $836K 0.07% -6K -13.5% $23.15 -2.2%
218 DEM WISDOMTREE TR 15,495.0 $833K 0.07% +5K +48.1% $53.79 +2.4%
219 CSX CSX CORP Industrials 16,861.0 $801K 0.07% -3K -14.5% $47.53 +8.5%
220 NEBIUS GROUP N.V. 2,867.0 $792K 0.07% -2K -42.8% $276.17
Page 11 of 29  ·  573 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%