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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 23 of 29  ·  573 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 WDFC WD 40 CO Basic Materials 1,313.0 $320K 0.03% +279.0 +27.0% $243.68 -10.9%
442 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 3,647.0 $318K 0.03% -620.0 -14.5% $87.22 +10.5%
443 CL COLGATE PALMOLIVE CO Consumer Defensive 3,469.0 $318K 0.03% +157.0 +4.7% $91.69 -0.7%
444 SE SEA LTD Consumer Cyclical 3,303.0 $316K 0.03% -795.0 -19.4% $95.82 +22.7%
445 HLMN HILLMAN SOLUTIONS CORP Industrials 37,237.0 $314K 0.03% -1K -3.8% $8.44 -0.9%
446 IRM IRON MTN INC DEL Real Estate 2,417.0 $305K 0.03% -384.0 -13.7% $126.34 -3.4%
447 COOPER COS INC 4,251.0 $305K 0.03% -257.0 -5.7% $71.71
448 INOV INNOVATOR ETFS TRUST 8,276.0 $304K 0.03% $36.73 +3.5%
449 ENTERGY CORP NEW 2,643.0 $304K 0.03% -251.0 -8.7% $114.87
450 VEU VANGUARD INTL EQUITY INDEX F 3,621.0 $303K 0.03% +696.0 +23.8% $83.75 +2.3%
451 KAI KADANT INC Industrials 962.0 $302K 0.03% -49.0 -4.8% $314.28 -0.3%
452 NOK NOKIA CORP Technology 22,648.0 $301K 0.03% NEW $13.28 -23.1%
453 SUSB ISHARES TR 11,954.0 $299K 0.03% NEW $24.99 -0.6%
454 XLE SELECT SECTOR SPDR TR 5,621.0 $299K 0.03% -665.0 -10.6% $53.11 +19.8%
455 LOPE GRAND CANYON ED INC Consumer Defensive 2,072.0 $297K 0.03% -296.0 -12.5% $143.11 +3.0%
456 TKO TKO GROUP HOLDINGS INC Communication Services 1,471.0 $296K 0.03% NEW $201.35 -4.1%
457 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 2,579.0 $295K 0.03% -279.0 -9.8% $114.41 -16.1%
458 QCOM QUALCOMM INC Technology 1,590.0 $294K 0.03% NEW $184.84 -13.0%
459 FIVE FIVE BELOW INC Consumer Cyclical 1,633.0 $294K 0.03% -250.0 -13.3% $179.79 +39.2%
460 VGK VANGUARD INTL EQUITY INDEX F 3,311.0 $293K 0.03% -763.0 -18.7% $88.53 +4.7%
Page 23 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%