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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 20 of 29  ·  573 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 SRE SEMPRA Utilities 4,219.0 $391K 0.03% -499.0 -10.6% $92.70 -10.6%
382 VTI VANGUARD INDEX FDS 1,049.0 $388K 0.03% NEW $370.15 +2.2%
383 ITUB ITAU UNIBANCO HLDG S A Financial Services 47,266.0 $386K 0.03% -2K -3.9% $8.17 -8.4%
384 BLK BLACKROCK INC Financial Services 401.0 $386K 0.03% -29.0 -6.7% $962.54 +20.2%
385 FORTINET INC 2,500.0 $384K 0.03% $153.62
386 UPS UNITED PARCEL SVCS INC Industrials 3,569.0 $384K 0.03% +556.0 +18.4% $107.49 -5.1%
387 BIL SPDR SERIES TRUST 4,170.0 $382K 0.03% +1K +51.2% $91.63 -0.0%
388 CRM SALESFORCE INC Technology 2,435.0 $381K 0.03% -436.0 -15.2% $156.63 +33.5%
389 VCR VANGUARD WORLD FD 957.0 $379K 0.03% -130.0 -12.0% $396.44 +0.2%
390 URI UNITED RENTALS INC Industrials 334.0 $379K 0.03% -21.0 -5.9% $1133.50 -3.1%
391 ALLE ALLEGION PLC Industrials 2,691.0 $378K 0.03% +47.0 +1.8% $140.49 +15.5%
392 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 4,718.0 $375K 0.03% +61.0 +1.3% $79.54 +42.5%
393 EEM ISHARES TR 5,455.0 $373K 0.03% NEW $68.40 -1.9%
394 BALI BLACKROCK ETF TRUST 11,028.0 $373K 0.03% NEW $33.83 +2.7%
395 HEICO CORP NEW 1,443.0 $372K 0.03% +39.0 +2.8% $257.94
396 CDNS CADENCE DESIGN SYSTEM INC Technology 991.0 $372K 0.03% -49.0 -4.7% $375.32 -15.0%
397 IX ORIX CORP Financial Services 9,760.0 $371K 0.03% +2K +25.4% $38.04 +1.2%
398 GRMN GARMIN LTD Technology 1,559.0 $370K 0.03% +381.0 +32.3% $237.57 +24.1%
399 AEP AMERICAN ELEC PWR CO INC Utilities 2,685.0 $367K 0.03% +101.0 +3.9% $136.79 -11.6%
400 VYMI VANGUARD WHITEHALL FDS 3,734.0 $367K 0.03% +1K +45.2% $98.20 +7.2%
Page 20 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%