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Portfolio (Quarterly) Guide ↗

WEALTH ALLIANCE, LLC

· CIK 0001793904
13F Portfolio $1.0B AUM 548 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 50 New 213 Added 234 Reduced 53 Exited
Page 8 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ULS UL SOLUTIONS INC Industrials 4,898.0 $420K 0.04% +811.0 +19.8% $85.71 +19.0%
142 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 9,236.0 $414K 0.04% +428.0 +4.9% $44.84 +9.0%
143 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 4,467.0 $412K 0.04% +32.0 +0.7% $92.32 -4.1%
144 JKHY HENRY JACK & ASSOC INC Technology 2,583.0 $408K 0.04% +63.0 +2.5% $158.04 -12.8%
145 LOPE GRAND CANYON ED INC Consumer Defensive 2,368.0 $403K 0.04% +290.0 +14.0% $170.03 -10.1%
146 MEDP MEDPACE HLDGS INC Healthcare 832.0 $400K 0.04% +64.0 +8.3% $480.19 -9.8%
147 XLE SELECT SECTOR SPDR TR 6,286.0 $385K 0.04% +405.0 +6.9% $61.26 -6.7%
148 ALLE ALLEGION PLC Industrials 2,644.0 $384K 0.04% +114.0 +4.5% $145.27 -9.2%
149 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 2,858.0 $380K 0.04% +74.0 +2.7% $133.11 -14.0%
150 ESGD ISHARES TR 3,975.0 $380K 0.04% +166.0 +4.4% $95.63 +8.4%
151 CHD CHURCH & DWIGHT CO INC Consumer Defensive 4,065.0 $379K 0.04% +624.0 +18.1% $93.31 +5.9%
152 SPHD INVESCO EXCH TRADED FD TR II 7,633.0 $379K 0.04% +93.0 +1.2% $49.61 +1.7%
153 RB GLOBAL INC 3,928.0 $376K 0.04% +186.0 +5.0% $95.85
154 REGN REGENERON PHARMACEUTICALS Healthcare 485.0 $375K 0.04% +25.0 +5.4% $772.51 -18.5%
155 NDSN NORDSON CORP Industrials 1,393.0 $371K 0.04% +66.0 +5.0% $266.06 +7.7%
156 CSGP COSTAR GROUP INC Real Estate 9,048.0 $365K 0.04% +5K +137.3% $40.34 -19.1%
157 SCHZ SCHWAB STRATEGIC TR 15,601.0 $362K 0.04% +4K +35.6% $23.22 -0.5%
158 IUSG ISHARES TR 2,322.0 $360K 0.04% +96.0 +4.3% $155.09 +21.5%
159 ICVT ISHARES TR 3,448.0 $351K 0.04% +933.0 +37.1% $101.79 +17.4%
160 BDX BECTON DICKINSON & CO Healthcare 2,201.0 $346K 0.03% +50.0 +2.3% $157.26 -5.5%
Page 8 of 11  ·  213 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 36.4%
Financial Services 15.4%
Healthcare 9.9%
Industrials 7.0%
Consumer Cyclical 6.8%
Communication Services 6.8%
Consumer Defensive 5.4%
Energy 4.4%
Utilities 3.8%
Real Estate 2.6%