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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 17 of 28  ·  548 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 5,404.0 $437K 0.04% -254.0 -4.5% $80.95 -1.1%
322 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,504.0 $437K 0.04% -90.0 -5.7% $290.42 -0.3%
323 LPLA LPL FINL HLDGS INC Financial Services 1,448.0 $436K 0.04% -201.0 -12.2% $300.92 -6.1%
324 GLD SPDR GOLD TR Financial Services 1,003.0 $432K 0.04% -241.0 -19.4% $430.40 -3.8%
325 J JACOBS SOLUTIONS INC Industrials 3,383.0 $431K 0.04% -17.0 -0.5% $127.29 -9.0%
326 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 13,448.0 $430K 0.04% +2K +20.1% $32.01 +0.9%
327 FIVE FIVE BELOW INC Consumer Cyclical 1,883.0 $430K 0.04% -730.0 -27.9% $228.48 -3.2%
328 INFY INFOSYS LTD Technology 31,800.0 $430K 0.04% +679.0 +2.2% $13.51 -10.6%
329 SAN BANCO SANTANDER SA Financial Services 37,935.0 $428K 0.04% -6K -13.4% $11.28 +10.7%
330 IXUS ISHARES TR 4,927.0 $427K 0.04% -513.0 -9.4% $86.64 +11.8%
331 IOCT INNOVATOR ETFS TRUST 12,178.0 $427K 0.04% $35.05 +4.8%
332 DDOG DATADOG INC Technology 3,612.0 $426K 0.04% +548.0 +17.9% $118.06 +89.4%
333 VAW VANGUARD WORLD FD 1,874.0 $422K 0.04% -31.0 -1.6% $225.31 +2.9%
334 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 4,267.0 $420K 0.04% -183.0 -4.1% $98.41 -13.7%
335 ULS UL SOLUTIONS INC Industrials 4,898.0 $420K 0.04% +811.0 +19.8% $85.71 +17.6%
336 DRI DARDEN RESTAURANTS INC Consumer Cyclical 2,138.0 $419K 0.04% NEW $196.06 +4.0%
337 MFC MANULIFE FINL CORP Financial Services 12,113.0 $417K 0.04% -413.0 -3.3% $34.44 +12.0%
338 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 9,236.0 $414K 0.04% +428.0 +4.9% $44.84 +7.0%
339 BLK BLACKROCK INC Financial Services 430.0 $414K 0.04% -195.0 -31.2% $961.72 +12.0%
340 UMAY INNOVATOR ETFS TRUST 11,220.0 $413K 0.04% $36.82 +3.1%
Page 17 of 28  ·  548 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%