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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 16 of 29  ·  573 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 FAST FASTENAL CO Industrials 11,526.0 $554K 0.05% $48.03 +6.7%
302 IAUG INNOVATOR ETFS TRUST 18,296.0 $552K 0.05% $30.17 +2.7%
303 KJUL INNOVATOR ETFS TRUST 16,074.0 $546K 0.05% $33.97 +0.7%
304 FCX FREEPORT MCMORAN INC Basic Materials 8,666.0 $545K 0.05% -355.0 -3.9% $62.89 +21.9%
305 CANADIAN PACIFIC KANSAS CITY 6,213.0 $538K 0.04% $86.65
306 VTR VENTAS INC Real Estate 5,994.0 $532K 0.04% +2K +52.0% $88.80 +4.8%
307 SHEL SHELL PLC Energy 6,843.0 $531K 0.04% -257.0 -3.6% $77.54 +20.4%
308 SAN BANCO SANTANDER SA Financial Services 38,129.0 $526K 0.04% +194.0 +0.5% $13.80 +5.7%
309 EAGG ISHARES TR 11,054.0 $524K 0.04% -789.0 -6.7% $47.41 -1.6%
310 RIO RIO TINTO PLC Basic Materials 5,491.0 $521K 0.04% -155.0 -2.8% $94.93 +10.9%
311 EFA ISHARES TR 4,983.0 $518K 0.04% NEW $103.88 +4.2%
312 IMAY INNOVATOR ETFS TRUST 16,044.0 $509K 0.04% +1K +7.7% $31.73 +2.8%
313 IXUS ISHARES TR 5,269.0 $503K 0.04% +342.0 +6.9% $95.43 +2.6%
314 IDEC INNOVATOR ETFS TRUST 14,641.0 $502K 0.04% $34.32 +3.1%
315 CDW CDW CORP Technology 3,556.0 $500K 0.04% -249.0 -6.5% $140.63 -2.4%
316 USHY ISHARES TR 13,480.0 $499K 0.04% NEW $37.02 -0.5%
317 NVS NOVARTIS AG Healthcare 3,181.0 $499K 0.04% -67.0 -2.1% $156.72 +1.4%
318 NXPI NXP SEMICONDUCTORS N V Technology 1,768.0 $497K 0.04% -145.0 -7.6% $280.98 -19.7%
319 TYG TORTOISE ENERGY INFRSTRCTR C Financial Services 11,576.0 $496K 0.04% +616.0 +5.6% $42.87 +4.5%
320 BKNG BOOKING HOLDINGS INC Consumer Cyclical 2,784.0 $496K 0.04% NEW $178.24 +17.6%
Page 16 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%