WEALTH ALLIANCE, LLC
CIK 1793904
13F filing for Q2 2026・No. 2,292
- Holdings
- US$1.2B
- Quarter change
- +US$182.53M
- Entries
- 573
- Net bought (estimate)
- +US$78.77M
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 72
- Sold out 47
- Cut 279
- Added 190
- Corporate actions 2
- Unchanged 32
Largest holdings
573 stocks worth US$1.2B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Added | 371,628 | US$107.53M | 9.00% |
| IVVISHARES TRCORE S&P500 ETF | Added | 83,512 | US$62.54M | 5.23% |
| BLACKROCK ETF TRUSTISHARES US EQUIT | Added | 672,554 | US$45.74M | 3.83% |
| ISHARES TRS&P 500 GRWT ETF | Added | 320,489 | US$44.08M | 3.69% |
| ISHARES TRCORE UNIVRSL USD | Added | 833,658 | US$38.47M | 3.22% |
| ISHARES TRS&P 500 VAL ETF | Cut | 123,223 | US$27.98M | 2.34% |
| IEMGISHARES INCCORE MSCI EMKT | Cut | 207,460 | US$17.19M | 1.44% |
| MSFTMicrosoftCOM | Added | 44,670 | US$16.66M | 1.39% |
| BLACKROCK ETF TRUSTISHA I IN TE ETF | Cut | 308,224 | US$16.25M | 1.36% |
| NVDANvidiaCOM | Added | 74,209 | US$14.85M | 1.24% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 11, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.