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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 17 of 29  ·  573 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 MFC MANULIFE FINL CORP Financial Services 12,125.0 $491K 0.04% $40.51 +4.9%
322 EQIX EQUINIX INC Real Estate 471.0 $491K 0.04% -91.0 -16.2% $1042.10 +2.2%
323 DMXF ISHARES TR 5,785.0 $489K 0.04% -114.0 -1.9% $84.60 +2.7%
324 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 3,964.0 $488K 0.04% -2K -30.8% $123.10 +31.0%
325 SCHZ SCHWAB STRATEGIC TR 20,960.0 $485K 0.04% +5K +34.4% $23.13 -1.6%
326 Q QNITY ELECTRONICS INC Technology 2,961.0 $484K 0.04% -2K -35.2% $163.29 -21.1%
327 NU NU HLDGS LTD Financial Services 36,124.0 $483K 0.04% +4K +13.9% $13.36 +9.1%
328 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 9,421.0 $476K 0.04% +185.0 +2.0% $50.53 -3.0%
329 SHOP SHOPIFY INC Technology 4,079.0 $466K 0.04% -1K -24.1% $114.18 +30.7%
330 ITW ILLINOIS TOOL WKS INC Industrials 1,716.0 $464K 0.04% -59.0 -3.3% $270.51 +4.4%
331 J JACOBS SOLUTIONS INC Industrials 3,678.0 $463K 0.04% +295.0 +8.7% $126.01 +19.1%
332 ROL ROLLINS INC Consumer Cyclical 11,050.0 $461K 0.04% -2K -13.5% $41.74 -11.6%
333 RB GLOBAL INC 3,936.0 $458K 0.04% $116.45
334 AMAT APPLIED MATLS INC Technology 633.0 $458K 0.04% NEW $723.12 -31.9%
335 HWM HOWMET AEROSPACE INC Industrials 1,700.0 $457K 0.04% +149.0 +9.6% $268.81 +1.1%
336 COP CONOCOPHILLIPS Energy 4,384.0 $456K 0.04% -1K -18.6% $103.97 +29.7%
337 VCSH VANGUARD SCOTTSDALE FDS 5,749.0 $454K 0.04% -384.0 -6.3% $79.03 -0.6%
338 BK BANK OF NY MELLON CORP Financial Services 3,121.0 $451K 0.04% -213.0 -6.4% $144.62 -1.9%
339 IOCT INNOVATOR ETFS TRUST 12,178.0 $450K 0.04% $36.99 +2.8%
340 MEDP MEDPACE HLDGS INC Healthcare 844.0 $447K 0.04% +12.0 +1.4% $529.59 +17.2%
Page 17 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%