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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 9 of 29  ·  573 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TLTW ISHARES TR 60,589.0 $1.4M 0.11% -4K -6.9% $22.34 -5.1%
162 JMUB J P MORGAN EXCHANGE TRADED F 26,649.0 $1.3M 0.11% -577.0 -2.1% $50.65 -1.9%
163 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,434.0 $1.3M 0.11% -9.0 -0.6% $935.47 +1.3%
164 ACWX ISHARES TR 17,501.0 $1.3M 0.11% NEW $76.11 +2.4%
165 TRP TC ENERGY CORP Energy 19,978.0 $1.3M 0.11% -124.0 -0.6% $66.29 -6.4%
166 IWF ISHARES TR 10,539.0 $1.3M 0.11% +10K +1762.0% $124.17 -1.4%
167 UNILEVER PLC 21,528.0 $1.3M 0.11% -7K -24.7% $60.12
168 TJX TJX COS INC NEW Consumer Cyclical 8,322.0 $1.3M 0.10% +90.0 +1.1% $151.49 -7.2%
169 AMCOR PLC 29,011.0 $1.3M 0.10% -2K -7.7% $43.35
170 VFH VANGUARD WORLD FD 9,537.0 $1.3M 0.10% -333.0 -3.4% $131.60 +6.9%
171 PPL PPL CORP Utilities 34,332.0 $1.2M 0.10% +4K +14.7% $36.35 -5.4%
172 GLDM WORLD GOLD TR Financial Services 15,079.0 $1.2M 0.10% +8K +103.3% $79.42 +15.0%
173 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 59,536.0 $1.2M 0.10% -7K -11.2% $19.89 +10.8%
174 KJAN INNOVATOR ETFS TRUST 25,732.0 $1.2M 0.10% $45.63 +1.6%
175 MRSH MARSH & MCLENNAN COS INC Financial Services 7,029.0 $1.2M 0.10% -2K -22.7% $166.68 +15.2%
176 PSEP INNOVATOR ETFS TRUST 25,288.0 $1.2M 0.10% $46.05 +1.5%
177 TDY TELEDYNE TECHNOLOGIES INC Technology 1,698.0 $1.1M 0.10% $666.90 -4.6%
178 QQQ INVESCO QQQ TR Financial Services 1,520.0 $1.1M 0.09% -108.0 -6.6% $736.16 -3.1%
179 CME CME GROUP INC Financial Services 4,937.0 $1.1M 0.09% -2K -28.3% $220.82 +24.5%
180 PJUL INNOVATOR ETFS TRUST 22,240.0 $1.1M 0.09% $48.81 +1.6%
Page 9 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%