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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 15 of 29  ·  573 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 PPG PPG INDS INC Basic Materials 5,016.0 $608K 0.05% -109.0 -2.1% $121.28 -6.3%
282 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 6,328.0 $608K 0.05% -424.0 -6.3% $96.12 -50.3%
283 DUPONT DE NEMOURS INC 4,466.0 $606K 0.05% NEW $135.64
284 PBR PETROLEO BRASILEIRO S A Energy 37,405.0 $604K 0.05% -3K -7.1% $16.16 +18.5%
285 AVB AVALONBAY CMNTYS INC Real Estate 3,149.0 $594K 0.05% -536.0 -14.6% $188.71 -2.5%
286 SHW SHERWIN WILLIAMS CO Basic Materials 1,725.0 $594K 0.05% $344.40 +0.6%
287 SNPS SYNOPSYS INC Technology 1,330.0 $593K 0.05% -545.0 -29.1% $446.07 -10.8%
288 SNOW SNOWFLAKE INC Technology 2,316.0 $589K 0.05% -1K -37.8% $254.50 +30.8%
289 VGT VANGUARD WORLD FD 4,843.0 $579K 0.05% +4K +609.1% $119.52 -0.9%
290 RBC RBC BEARINGS INC Industrials 898.0 $578K 0.05% -6.0 -0.7% $644.06 -21.5%
291 PLTR PALANTIR TECHNOLOGIES INC Technology 4,957.0 $578K 0.05% -572.0 -10.3% $116.66 +54.2%
292 SMURFIT WESTROCK PLC 12,496.0 $578K 0.05% +511.0 +4.3% $46.26
293 CRWD CROWDSTRIKE HLDGS INC Technology 755.0 $576K 0.05% +49.0 +6.9% $190.79 +0.6%
294 HSBC HSBC HLDGS PLC Financial Services 6,036.0 $574K 0.05% -2K -23.1% $95.08 +9.5%
295 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,474.0 $570K 0.05% -220.0 -13.0% $386.83 +3.5%
296 HONEYWELL INTL INC 2,528.0 $566K 0.05% NEW $223.90
297 GSLC GOLDMAN SACHS ETF TR 3,954.0 $561K 0.05% -255.0 -6.1% $141.88 +3.0%
298 HONEYWELL AEROSPACE INC 2,528.0 $559K 0.05% NEW $221.08
299 USMV ISHARES TR 5,780.0 $558K 0.05% -84.0 -1.4% $96.47 +4.9%
300 SPACE EXPLORATION TECHN CORP 3,254.0 $556K 0.05% NEW $170.86
Page 15 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%