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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 7 of 29  ·  573 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VOO VANGUARD INDEX FDS 2,610.0 $1.8M 0.15% -25.0 -0.9% $686.76 +2.5%
122 FE FIRSTENERGY CORP Utilities 37,597.0 $1.8M 0.15% +2K +7.1% $47.54 -3.3%
123 GEV GE VERNOVA INC Utilities 1,511.0 $1.8M 0.15% +202.0 +15.4% $1175.14 -18.6%
124 HD HOME DEPOT INC Consumer Cyclical 5,008.0 $1.8M 0.15% -130.0 -2.5% $352.71 -4.8%
125 DELL DELL TECHNOLOGIES INC Technology 4,083.0 $1.8M 0.15% NEW $431.42 +2.4%
126 C CITIGROUP INC Financial Services 12,511.0 $1.8M 0.15% +4K +47.9% $139.96 -5.9%
127 PAYX PAYCHEX INC Industrials 17,546.0 $1.7M 0.14% -475.0 -2.6% $98.33 +26.6%
128 MCD MCDONALDS CORP Consumer Cyclical 6,366.0 $1.7M 0.14% +32.0 +0.5% $270.29 +0.2%
129 DIS DISNEY WALT CO Communication Services 17,871.0 $1.7M 0.14% -1K -5.4% $96.25 +12.0%
130 TXN TEXAS INSTRS INC Technology 5,766.0 $1.7M 0.14% -227.0 -3.8% $298.06 -11.3%
131 PDEC INNOVATOR ETFS TRUST 37,391.0 $1.7M 0.14% $45.89 +1.9%
132 BIZD VANECK ETF TRUST 133,174.0 $1.7M 0.14% +7K +5.5% $12.66 +5.0%
133 IWM ISHARES TR 5,609.0 $1.7M 0.14% NEW $300.44 -0.2%
134 GS GOLDMAN SACHS GROUP INC Financial Services 1,655.0 $1.7M 0.14% +56.0 +3.5% $1011.61 +2.7%
135 VTV VANGUARD INDEX FDS 7,663.0 $1.7M 0.14% +714.0 +10.3% $217.93 +3.9%
136 ORCL ORACLE CORP Technology 11,333.0 $1.7M 0.14% -2K -13.1% $146.55 -0.1%
137 AXP AMERICAN EXPRESS CO Financial Services 4,809.0 $1.6M 0.14% -142.0 -2.9% $338.28 -0.7%
138 IBM INTERNATIONAL BUSINESS MACHS Technology 5,600.0 $1.6M 0.13% -488.0 -8.0% $281.19 -16.2%
139 AZN ASTRAZENECA PLC Healthcare 8,277.0 $1.6M 0.13% -478.0 -5.5% $189.62 -12.5%
140 BLACKROCK ETF TRUST 19,546.0 $1.6M 0.13% -817.0 -4.0% $80.16
Page 7 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%