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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 26 of 29  ·  573 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 SAP SAP SE Technology 1,595.0 $246K 0.02% -812.0 -33.7% $154.14 +41.9%
502 CASY CASEYS GEN STORES INC Consumer Cyclical 309.0 $246K 0.02% -60.0 -16.3% $794.67 +5.2%
503 BURL BURLINGTON STORES INC Consumer Cyclical 771.0 $244K 0.02% +39.0 +5.3% $316.80 +3.1%
504 TM TOYOTA MOTOR CORP Consumer Cyclical 1,450.0 $244K 0.02% $168.42 +17.2%
505 GM GENERAL MTRS CO Consumer Cyclical 3,158.0 $243K 0.02% -808.0 -20.4% $77.09 +14.1%
506 BA BOEING CO Industrials 1,124.0 $243K 0.02% -339.0 -23.2% $216.48 -1.1%
507 URA GLOBAL X FDS 5,567.0 $243K 0.02% $43.70 +5.4%
508 IMAR INNOVATOR ETFS TRUST 7,957.0 $242K 0.02% $30.45 +3.0%
509 FFIN FIRST FINL BANKSHARES INC Financial Services 6,938.0 $240K 0.02% +40.0 +0.6% $34.60 -1.4%
510 KDP KEURIG DR PEPPER INC Consumer Defensive 7,268.0 $238K 0.02% NEW $32.73 -2.1%
511 INNOVATOR ETFS TRUST 7,949.0 $237K 0.02% NEW $29.84
512 SUSL ISHARES TR 1,782.0 $237K 0.02% $132.76 +3.6%
513 BDX BECTON DICKINSON & CO Healthcare 1,555.0 $235K 0.02% -646.0 -29.4% $151.33 +26.9%
514 LH LABCORP HOLDINGS INC Healthcare 839.0 $235K 0.02% $279.99 +20.1%
515 UNF UNIFIRST CORP MASS Industrials 886.0 $234K 0.02% +9.0 +1.0% $264.49 +9.7%
516 SPEM SPDR INDEX SHS FDS 4,498.0 $233K 0.02% NEW $51.79 +1.1%
517 MMCA NEW YORK LIFE INVTS ACTIVE E 10,650.0 $232K 0.02% $21.79 -1.4%
518 HBAN HUNTINGTON BANCSHARES INC Financial Services 13,087.0 $232K 0.02% -35K -73.0% $17.73 -3.9%
519 PSA PUBLIC STORAGE Real Estate 727.0 $231K 0.02% NEW $318.32 +1.3%
520 WM WASTE MGMT INC DEL Industrials 1,037.0 $231K 0.02% $222.91 +0.5%
Page 26 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%