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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 4 of 28  ·  548 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MINT PIMCO ETF TR 34,924.0 $3.5M 0.35% +32K +1234.5% $100.57 +0.1%
62 LRCX LAM RESEARCH CORP Technology 16,055.0 $3.4M 0.34% +846.0 +5.6% $213.66 +51.0%
63 BERKSHIRE HATHAWAY INC DEL 7,018.0 $3.4M 0.33% $479.22
64 IJH ISHARES TR 47,966.0 $3.2M 0.32% -7K -13.2% $67.53 +10.5%
65 V VISA INC Financial Services 10,708.0 $3.2M 0.32% +321.0 +3.1% $302.25 +8.0%
66 POCT INNOVATOR ETFS TRUST 74,988.0 $3.2M 0.32% $43.11 +7.0%
67 JAAA JANUS DETROIT STR TR 64,161.0 $3.2M 0.32% -4K -5.2% $50.37 +0.7%
68 BNDX VANGUARD CHARLOTTE FDS 67,066.0 $3.2M 0.32% +21K +44.2% $48.05 +0.4%
69 VO VANGUARD INDEX FDS 11,174.0 $3.2M 0.32% -1K -8.8% $287.19 -72.6%
70 PM PHILIP MORRIS INTL INC Consumer Defensive 18,854.0 $3.1M 0.31% $165.34 +9.8%
71 PLD PROLOGIS INC. Real Estate 23,528.0 $3.1M 0.31% -2K -8.1% $132.18 +11.2%
72 NFLX NETFLIX INC. Communication Services 32,340.0 $3.1M 0.31% +3K +8.5% $96.15 -8.8%
73 NEE NEXTERA ENERGY INC Utilities 33,434.0 $3.1M 0.31% -2K -4.5% $92.88 -5.6%
74 MUB ISHARES TR 27,698.0 $2.9M 0.29% -121K -81.4% $106.15 +0.5%
75 TSLA TESLA INC Consumer Cyclical 7,829.0 $2.9M 0.29% -689.0 -8.1% $371.74 +16.6%
76 IYW ISHARES TR 15,969.0 $2.9M 0.29% -4K -19.4% $181.42 +36.4%
77 WMT WALMART INC Consumer Defensive 23,135.0 $2.9M 0.28% -4K -15.0% $124.28 -3.2%
78 TOTALENERGIES SE 31,319.0 $2.8M 0.28% +702.0 +2.3% $90.98
79 MRK MERCK & CO INC Healthcare 23,028.0 $2.8M 0.27% +6K +33.4% $120.29 -0.4%
80 PJAN INNOVATOR ETFS TRUST 59,849.0 $2.8M 0.27% -12K -16.3% $46.13 +6.9%
Page 4 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%