Wealth Alliance Advisory Group, LLC
CIK 1735734
13F filing for Q2 2026・No. 3,239
- Holdings
- US$691.39M
- Quarter change
- +US$59.81M
- Entries
- 203
- Net bought (estimate)
- +US$6.19M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 19
- Sold out 13
- Cut 56
- Added 84
- Corporate actions 0
- Unchanged 44
Largest holdings
203 stocks worth US$691.39M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Cut | 84,200 | US$63.06M | 9.12% |
| FIDELITY COVINGTON TRUSTENHANCED INTL | Added | 1,374,725 | US$55.17M | 7.98% |
| VANGUARD INDEX FDSVALUE ETF | Added | 197,770 | US$43.1M | 6.23% |
| VUGVANGUARD INDEX FDSGROWTH ETF | AddedSplit 6:1 | 428,848 | US$36.94M | 5.34% |
| PIMCO ETF TRMULTISECTOR BD | Added | 1,331,309 | US$35.31M | 5.11% |
| FIDELITY MERRIMACK STR TRTOTAL BD ETF | Cut | 674,141 | US$30.67M | 4.44% |
| DBX ETF TRXTRAC US 0 1 ETF | Added | 617,000 | US$18.62M | 2.69% |
| J P MORGAN EXCHANGE TRADED FMUNICIPAL ETF | Added | 323,908 | US$16.41M | 2.37% |
| PIMCO ETF TRINTER MUN BD ACT | Added | 309,065 | US$16.26M | 2.35% |
| VANGUARD INDEX FDSTOTAL STK MKT | Added | 41,721 | US$15.44M | 2.23% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 23, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.