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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 6 of 29  ·  573 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AMD ADVANCED MICRO DEVICES INC Technology 3,801.0 $2.2M 0.18% -84.0 -2.2% $580.91 -18.5%
102 USB US BANCORP Financial Services 36,451.0 $2.2M 0.18% $60.40 +2.7%
103 MA MASTERCARD INCORPORATED Financial Services 4,244.0 $2.2M 0.18% -379.0 -8.2% $513.59 +13.1%
104 QUAL ISHARES TR 9,919.0 $2.2M 0.18% -53K -84.2% $219.42 +1.7%
105 WMT WALMART INC Consumer Defensive 18,816.0 $2.1M 0.18% -4K -18.7% $113.26 -8.4%
106 CAT CATERPILLAR INC Industrials 1,969.0 $2.1M 0.17% +301.0 +18.1% $1064.84 -22.3%
107 VOE VANGUARD INDEX FDS 10,483.0 $2.1M 0.17% -2K -13.8% $197.60 +5.6%
108 ENB ENBRIDGE INC Energy 38,177.0 $2.1M 0.17% $54.21 -6.9%
109 PAUG INNOVATOR ETFS TRUST 45,291.0 $2.1M 0.17% -881.0 -1.9% $45.64 +2.1%
110 PEY INVESCO EXCHANGE TRADED FD T 86,323.0 $2.0M 0.17% -475.0 -0.6% $23.18 +8.6%
111 LIN LINDE PLC Basic Materials 3,809.0 $2.0M 0.17% -119.0 -3.0% $518.95 -6.0%
112 PFEB INNOVATOR ETFS TRUST 45,430.0 $2.0M 0.16% -4K -8.6% $43.06 +1.8%
113 NFLX NETFLIX INC. Communication Services 26,590.0 $1.9M 0.16% -6K -17.8% $71.40 +11.5%
114 MO ALTRIA GROUP INC Consumer Defensive 25,971.0 $1.9M 0.16% +3K +13.5% $71.95 -8.1%
115 UNH UNITEDHEALTH GROUP INC Healthcare 4,490.0 $1.9M 0.16% +1K +45.9% $415.66 -6.1%
116 NGG NATIONAL GRID PLC Utilities 22,309.0 $1.8M 0.15% +1K +5.4% $82.87 -3.8%
117 TOTALENERGIES SE 23,469.0 $1.8M 0.15% -8K -25.1% $77.76
118 RTX RTX CORPORATION Industrials 9,596.0 $1.8M 0.15% -783.0 -7.5% $189.74 +10.6%
119 MDLZ MONDELEZ INTL INC Consumer Defensive 31,280.0 $1.8M 0.15% -432.0 -1.4% $57.84 +11.4%
120 IWD ISHARES TR 7,455.0 $1.8M 0.15% NEW $242.43 +6.1%
Page 6 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%