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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 4 of 29  ·  573 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JNJ JOHNSON & JOHNSON Healthcare 14,755.0 $3.7M 0.31% -2K -12.2% $253.96 +5.3%
62 SHLD GLOBAL X FDS 59,521.0 $3.6M 0.30% +33K +125.6% $59.71 +13.3%
63 PG PROCTER & GAMBLE CO Consumer Defensive 24,152.0 $3.5M 0.30% -831.0 -3.3% $146.64 -2.5%
64 VXF VANGUARD INDEX FDS 14,251.0 $3.5M 0.29% +11K +417.8% $246.21 -1.1%
65 POCT INNOVATOR ETFS TRUST 74,988.0 $3.5M 0.29% $46.41 +1.7%
66 CVX CHEVRON CORPORATION Energy 20,952.0 $3.5M 0.29% -4K -14.6% $165.76 +24.2%
67 BERKSHIRE HATHAWAY INC DEL 6,915.0 $3.5M 0.29% -103.0 -1.5% $500.35
68 TSLA TESLA INC Consumer Cyclical 8,196.0 $3.4M 0.29% +367.0 +4.7% $420.62 -17.9%
69 VZ VERIZON COMMUNICATIONS INC Communication Services 81,158.0 $3.4M 0.29% +4K +5.8% $42.34 +16.2%
70 ITA ISHARES TR 13,765.0 $3.3M 0.28% +8K +130.9% $242.41 -2.0%
71 PM PHILIP MORRIS INTL INC Consumer Defensive 17,717.0 $3.2M 0.27% -1K -6.0% $180.91 +5.9%
72 COMT ISHARES U S ETF TR 104,163.0 $3.2M 0.27% -2K -1.7% $30.37 +14.9%
73 PLD PROLOGIS INC. Real Estate 23,049.0 $3.1M 0.26% -479.0 -2.0% $135.47 +3.8%
74 XOM EXXON MOBIL CORP Energy 22,829.0 $3.1M 0.26% -10K -29.8% $136.72 +21.7%
75 VO VANGUARD INDEX FDS 38,161.0 $3.1M 0.26% +27K +241.5% $80.57 +2.4%
76 MUB ISHARES TR 27,923.0 $3.0M 0.25% +225.0 +0.8% $107.62 -2.0%
77 IJH ISHARES TR 38,780.0 $3.0M 0.25% -9K -19.1% $77.11 -1.0%
78 PEP PEPSICO INC Consumer Defensive 21,964.0 $3.0M 0.25% -3K -12.4% $135.40 +4.9%
79 PANW PALO ALTO NETWORKS INC Technology 8,678.0 $3.0M 0.25% -1K -10.5% $341.00 +2.5%
80 ETN EATON CORP PLC Industrials 6,839.0 $2.9M 0.24% -648.0 -8.7% $426.10 -2.5%
Page 4 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%