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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 2 of 28  ·  548 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVGO BROADCOM INC Technology 25,692.0 $8.0M 0.79% +808.0 +3.2% $309.51 +36.3%
22 TLH ISHARES TR 78,475.0 $7.9M 0.78% -10K -11.7% $100.72 -1.5%
23 META META PLATFORMS INC Communication Services 13,706.0 $7.8M 0.77% +964.0 +7.6% $572.13 +7.0%
24 BLCR BLACKROCK ETF TRUST 184,592.0 $7.6M 0.75% NEW $41.06 +23.1%
25 OEF ISHARES TR 22,533.0 $7.2M 0.71% -41K -64.6% $318.07 +17.4%
26 MTUM ISHARES TR 29,794.0 $7.2M 0.71% -2K -5.5% $239.99 +30.9%
27 LLY ELI LILLY & CO Healthcare 7,717.0 $7.1M 0.70% -158.0 -2.0% $919.74 +15.9%
28 VNQ VANGUARD INDEX FDS 77,937.0 $6.9M 0.68% +10K +14.2% $88.70 +9.6%
29 SHV ISHARES TR 62,582.0 $6.9M 0.68% +19K +44.7% $110.39 -0.1%
30 BLACKROCK ETF TRUST 207,185.0 $6.8M 0.67% NEW $32.72
31 TOUS T ROWE PRICE ETF INC 192,603.0 $6.7M 0.66% +135K +233.6% $34.54 +10.1%
32 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 18,857.0 $6.4M 0.63% -492.0 -2.5% $337.94 +22.0%
33 MBB ISHARES TR 65,037.0 $6.2M 0.61% +4K +6.6% $94.95 -0.7%
34 BINC BLACKROCK ETF TRUST II 108,263.0 $5.6M 0.56% -15K -12.3% $51.93 +0.7%
35 XOM EXXON MOBIL CORP Energy 32,515.0 $5.5M 0.55% -8K -19.7% $169.66 -11.7%
36 AOA ISHARES TR 60,211.0 $5.3M 0.53% -919.0 -1.5% $88.49 +10.4%
37 CVX CHEVRON CORPORATION Energy 24,540.0 $5.1M 0.50% +2K +7.1% $206.90 -10.7%
38 ANET ARISTA NETWORKS INC Technology 39,816.0 $4.9M 0.48% +447.0 +1.1% $122.78 +28.7%
39 GOOG ALPHABET INC Communication Services 16,749.0 $4.8M 0.47% +792.0 +5.0% $286.86 +34.2%
40 TCAF T ROWE PRICE ETF INC 134,004.0 $4.8M 0.47% +83K +164.2% $35.59 +14.2%
Page 2 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%