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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 25 of 29  ·  573 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 SUN SUNOCO LP/SUNOCO FIN CORP Energy 4,008.0 $271K 0.02% -1K -27.1% $67.49 +12.8%
482 KNSL KINSALE CAP GROUP INC Financial Services 817.0 $269K 0.02% -34.0 -4.0% $329.84 +16.2%
483 MPC MARATHON PETE CORP Energy 1,051.0 $269K 0.02% -54.0 -4.9% $255.61 +42.1%
484 MCHP MICROCHIP TECHNOLOGY INC. Technology 2,936.0 $268K 0.02% -1K -27.1% $91.19 -16.4%
485 XLI SELECT SECTOR SPDR TR 1,432.0 $265K 0.02% -52.0 -3.5% $185.27 -2.4%
486 FICO FAIR ISAAC CORP Technology 222.0 $265K 0.02% -3.0 -1.3% $1194.78 -2.3%
487 IWY ISHARES TR 912.0 $265K 0.02% -22.0 -2.4% $290.59 -1.8%
488 POOL POOL CORP Industrials 1,227.0 $264K 0.02% -249.0 -16.9% $214.89 -11.1%
489 SPOT SPOTIFY TECHNOLOGY S A Communication Services 571.0 $262K 0.02% -341.0 -37.4% $459.13 +15.1%
490 GILD GILEAD SCIENCES INC Healthcare 2,059.0 $260K 0.02% -590.0 -22.3% $126.37 +14.8%
491 JKHY HENRY JACK & ASSOC INC Technology 1,869.0 $257K 0.02% -714.0 -27.6% $137.74 +19.3%
492 UBS UBS GROUP AG Financial Services 5,181.0 $257K 0.02% NEW $49.56 +7.4%
493 MPWR MONOLITHIC PWR SYS INC Technology 186.0 $257K 0.02% -12.0 -6.1% $1380.35 -4.7%
494 ALGN ALIGN TECHNOLOGY INC Healthcare 1,498.0 $253K 0.02% +134.0 +9.8% $168.66 -5.6%
495 EOG EOG RES INC Energy 1,947.0 $253K 0.02% +38.0 +2.0% $129.71 +17.9%
496 BND VANGUARD BD INDEX FDS 3,435.0 $252K 0.02% -553.0 -13.9% $73.40 -1.5%
497 JBL JABIL INC Technology 652.0 $251K 0.02% NEW $385.53 -17.4%
498 RYANAIR HOLDINGS PLC 3,861.0 $250K 0.02% -98.0 -2.5% $64.75
499 IWN ISHARES TR 1,118.0 $247K 0.02% NEW $221.13 +1.9%
500 FUL FULLER H B CO Basic Materials 4,240.0 $247K 0.02% +37.0 +0.9% $58.29 +2.1%
Page 25 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 42.1%
Financial Services 14.5%
Healthcare 8.8%
Industrials 7.0%
Consumer Cyclical 6.4%
Communication Services 6.4%
Consumer Defensive 4.7%
Utilities 3.5%
Energy 3.0%
Real Estate 2.1%