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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 21 of 29  ·  573 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 CGNX COGNEX CORP Technology 5,059.0 $366K 0.03% +619.0 +13.9% $72.42 -16.4%
402 EVUS ISHARES TR 10,417.0 $366K 0.03% +98.0 +0.9% $35.11 +5.6%
403 FN FABRINET Technology 650.0 $365K 0.03% -5.0 -0.8% $562.08 -22.3%
404 GMAB GENMAB A/S Healthcare 13,214.0 $363K 0.03% -401.0 -3.0% $27.47 +21.8%
405 VOX VANGUARD WORLD FD 1,950.0 $359K 0.03% -319.0 -14.1% $183.93 +1.1%
406 RPM RPM INTL INC Basic Materials 3,222.0 $358K 0.03% +300.0 +10.3% $111.14 -2.3%
407 BOH BANK HAWAII CORP Financial Services 4,358.0 $355K 0.03% +91.0 +2.1% $81.49 -4.9%
408 D DOMINION ENERGY INC Utilities 5,164.0 $353K 0.03% -1K -19.4% $68.29 -2.5%
409 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,003.0 $351K 0.03% -98.0 -8.9% $350.07 -9.7%
410 GPIX GOLDMAN SACHS ETF TR 6,311.0 $351K 0.03% +98.0 +1.6% $55.57 +0.9%
411 OKE ONEOK INC NEW Energy 3,994.0 $347K 0.03% -88.0 -2.2% $86.95 +7.3%
412 RGEN REPLIGEN CORP Healthcare 2,543.0 $347K 0.03% +14.0 +0.6% $136.44 +32.8%
413 SPYM SPDR SERIES TRUST 3,944.0 $347K 0.03% +1K +34.7% $87.87 +2.6%
414 CB CHUBB LIMITED Financial Services 1,015.0 $346K 0.03% +68.0 +7.2% $340.88 +0.0%
415 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 3,742.0 $345K 0.03% -725.0 -16.2% $92.08 -3.2%
416 GKOS GLAUKOS CORP Healthcare 2,461.0 $344K 0.03% +164.0 +7.1% $139.76 +32.3%
417 ASTS AST SPACEMOBILE INC Technology 3,848.0 $342K 0.03% +1K +35.1% $88.85 -22.7%
418 WST WEST PHARMACEUTICAL SVSC INC Healthcare 952.0 $342K 0.03% +7.0 +0.7% $358.96 -1.6%
419 GSBD GOLDMAN SACHS BDC INC Financial Services 36,036.0 $342K 0.03% $9.48 +3.8%
420 DE DEERE & CO Industrials 537.0 $341K 0.03% -17.0 -3.1% $634.91 +2.0%
Page 21 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%