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Portfolio (Quarterly) Guide ↗

WEALTH ALLIANCE, LLC

· CIK 0001793904
13F Portfolio $1.0B AUM 548 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 50 New 213 Added 234 Reduced 53 Exited
Page 23 of 28  ·  548 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 KNSL KINSALE CAP GROUP INC Financial Services 851.0 $291K 0.03% +254.0 +42.5% $341.48 -8.6%
442 RPM RPM INTL INC Basic Materials 2,922.0 $290K 0.03% -17.0 -0.6% $99.41 +3.5%
443 CDNS CADENCE DESIGN SYSTEM INC Technology 1,040.0 $289K 0.03% +237.0 +29.5% $277.74 +37.4%
444 EPD ENTERPRISE PRODS PARTNERS L Energy 7,619.0 $288K 0.03% -6K -45.9% $37.84 +1.5%
445 INOV INNOVATOR ETFS TRUST 8,276.0 $287K 0.03% $34.69 +5.2%
446 IRM IRON MTN INC DEL Real Estate 2,801.0 $286K 0.03% NEW $102.15 +25.7%
447 TRMB TRIMBLE INC Technology 4,362.0 $285K 0.03% +603.0 +16.0% $65.23 -13.6%
448 MKL MARKEL GROUP INC Financial Services 148.0 $284K 0.03% -1.0 -0.7% $1918.36 -3.1%
449 BR BROADRIDGE FINL SOLUTIONS IN Technology 1,746.0 $284K 0.03% -98.0 -5.3% $162.50 -9.6%
450 CL COLGATE PALMOLIVE CO Consumer Defensive 3,312.0 $282K 0.03% +277.0 +9.1% $85.24 +5.4%
451 BBIN J P MORGAN EXCHANGE TRADED F 3,854.0 $282K 0.03% NEW $73.13 +7.9%
452 MSCI MSCI INC Financial Services 521.0 $281K 0.03% +44.0 +9.2% $539.18 +9.2%
453 XSMO INVESCO EXCHANGE TRADED FD T 3,678.0 $280K 0.03% +298.0 +8.8% $76.03 +16.8%
454 PRI PRIMERICA INC Financial Services 1,116.0 $280K 0.03% -12.0 -1.1% $250.45 +11.2%
455 XOP SPDR SERIES TRUST 1,526.0 $278K 0.03% NEW $181.85 -8.7%
456 GDX VANECK ETF TRUST 3,011.0 $276K 0.03% -1K -31.1% $91.78 -3.6%
457 EOG EOG RES INC Energy 1,909.0 $276K 0.03% -378.0 -16.5% $144.54 -5.8%
458 CRWD CROWDSTRIKE HLDGS INC Technology 706.0 $276K 0.03% +104.0 +17.3% $390.66 +71.9%
459 CBOE CBOE GLOBAL MKTS INC Financial Services 975.0 $274K 0.03% -32.0 -3.2% $281.04 +26.1%
460 GRMN GARMIN LTD Technology 1,178.0 $273K 0.03% NEW $232.05 +2.8%
Page 23 of 28  ·  548 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 36.4%
Financial Services 15.4%
Healthcare 9.9%
Industrials 7.0%
Consumer Cyclical 6.8%
Communication Services 6.8%
Consumer Defensive 5.4%
Energy 4.4%
Utilities 3.8%
Real Estate 2.6%