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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 24 of 29  ·  573 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 NUE NUCOR CORP Basic Materials 1,315.0 $293K 0.02% NEW $222.67 +9.4%
462 BBIN J P MORGAN EXCHANGE TRADED F 3,732.0 $291K 0.02% -122.0 -3.2% $78.08 +4.1%
463 VICI VICI PPTYS INC Real Estate 10,974.0 $291K 0.02% -6K -36.4% $26.55 -0.1%
464 IJUN INNOVATOR ETFS TRUST 9,318.0 $291K 0.02% NEW $31.18 +2.7%
465 THO THOR INDS INC Consumer Cyclical 3,849.0 $289K 0.02% -155.0 -3.9% $75.16 +5.8%
466 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 871.0 $288K 0.02% -93.0 -9.7% $330.46 -1.2%
467 REGN REGENERON PHARMACEUTICALS Healthcare 461.0 $288K 0.02% -24.0 -5.0% $624.16 +33.6%
468 SMH VANECK ETF TRUST 435.0 $285K 0.02% NEW $655.48 -14.5%
469 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 8,321.0 $283K 0.02% -5K -38.1% $34.00 +8.5%
470 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 1,070.0 $282K 0.02% +41.0 +4.0% $263.26 +40.0%
471 ULTA ULTA BEAUTY INC Consumer Cyclical 624.0 $281K 0.02% -16.0 -2.5% $450.98 +15.6%
472 EPD ENTERPRISE PRODS PARTNERS L 7,629.0 $280K 0.02% $36.76
473 MELI MERCADOLIBRE INC Consumer Cyclical 165.0 $280K 0.02% -48.0 -22.5% $1697.39 +13.3%
474 LSTR LANDSTAR SYS INC Industrials 1,354.0 $280K 0.02% -36.0 -2.6% $206.77 -9.8%
475 ENSG ENSIGN GROUP INC Healthcare 1,740.0 $279K 0.02% -67.0 -3.7% $160.30 +12.0%
476 ETY EATON VANCE TAX-MANAGED DIVE Financial Services 19,077.0 $277K 0.02% +157.0 +0.8% $14.54 -1.1%
477 MSCI MSCI INC Financial Services 492.0 $276K 0.02% -29.0 -5.6% $560.05 +0.6%
478 XOP SPDR SERIES TRUST 1,781.0 $275K 0.02% +255.0 +16.7% $154.26 +22.9%
479 ESGD ISHARES TR 2,664.0 $274K 0.02% -1K -33.0% $102.82 +4.4%
480 SIMO SILICON MOTION TECHNOLOGY CO Technology 815.0 $272K 0.02% NEW $333.16 -22.5%
Page 24 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%