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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 2 of 29  ·  573 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VNQ VANGUARD INDEX FDS 108,862.0 $10.5M 0.88% +31K +39.7% $96.43 +2.3%
22 EFV ISHARES TR 132,701.0 $10.2M 0.85% -124K -48.2% $76.55 +6.5%
23 BLCR BLACKROCK ETF TRUST 197,016.0 $9.9M 0.83% +12K +6.7% $50.37 -1.8%
24 TCAF T ROWE PRICE EXCHANGE-TRADED 240,168.0 $9.9M 0.83% +106K +79.2% $41.10 +3.5%
25 AVGO BROADCOM INC Technology 25,233.0 $9.5M 0.80% -459.0 -1.8% $377.75 -4.0%
26 BRTR BLACKROCK ETF TRUST II 183,075.0 $9.2M 0.77% +98K +114.7% $50.32 -1.3%
27 LLY ELI LILLY & CO Healthcare 7,574.0 $9.1M 0.76% -143.0 -1.9% $1199.39 +6.8%
28 IALT BLACKROCK ETF TRUST 319,003.0 $8.9M 0.75% NEW $28.05 +3.3%
29 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 18,459.0 $8.8M 0.74% -398.0 -2.1% $477.57 -13.7%
30 MTUM ISHARES TR 24,354.0 $8.3M 0.70% -5K -18.3% $342.83 -10.8%
31 BLACKROCK ETF TRUST 226,158.0 $8.3M 0.69% NEW $36.60
32 AVEM AMERICAN CENTY ETF TR 84,846.0 $8.2M 0.69% +36K +73.9% $96.49 -3.6%
33 IAU ISHARES GOLD TR Financial Services 100,720.0 $7.6M 0.64% $75.51 +12.4%
34 ANET ARISTA NETWORKS INC Technology 42,633.0 $7.2M 0.61% +3K +7.1% $169.88 +9.8%
35 LRCX LAM RESEARCH CORP Technology 16,210.0 $7.0M 0.59% +155.0 +1.0% $433.34 -29.1%
36 GOOG ALPHABET INC Communication Services 18,995.0 $6.7M 0.56% +2K +13.4% $353.33 -3.3%
37 MBB ISHARES TR 70,266.0 $6.6M 0.56% +5K +8.0% $94.52 -1.0%
38 META META PLATFORMS INC Communication Services 11,722.0 $6.6M 0.55% -2K -14.5% $563.28 -3.1%
39 TLH ISHARES TR 59,254.0 $5.9M 0.50% -19K -24.5% $100.35 -2.7%
40 AOA ISHARES TR 59,396.0 $5.8M 0.48% -815.0 -1.4% $97.60 +1.7%
Page 2 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 42.1%
Financial Services 14.5%
Healthcare 8.8%
Industrials 7.0%
Consumer Cyclical 6.4%
Communication Services 6.4%
Consumer Defensive 4.7%
Utilities 3.5%
Energy 3.0%
Real Estate 2.1%