13F Insight
DOSSIER · 13F-HR · Q1 2026

WEALTH ALLIANCE, LLC

$1.0B in tracked AUM across 548 positions as of Q1 2026.

WA
CIK 0001793904 · last filed Mar 31, 2026
Total AUM
$1.0B
as of Q1 2026
Holdings
548
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

WEALTH ALLIANCE, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$86M339K8.5%02
IVV
ISHARES TR
$41M63K4.1%03
DYNF
BLACKROCK ETF TRUST
$32M549K3.2%04
IVE
ISHARES TR
$31M149K3.1%05
IUSB
ISHARES TR
$26M562K2.6%06
IVW
ISHARES TR
$25M218K2.4%07
IEMG
ISHARES INC
$20M293K2.0%08
EFV
ISHARES TR
$19M256K1.9%09
AMLP
ALPS ETF TR
$15M292K1.5%10
MSFT
MICROSOFT CORP
$14M39K1.4%

Filing history

2026Q1Mar 31
$1.0B▼ 0.9%
548 positionsView →2025Q4Dec 31
$1.0B▲ 5.1%
551 positionsView →2025Q3Sep 30
$972M▲ 8.6%
554 positionsView →2025Q2Jun 30
$895M▲ 8.4%
542 positionsLocked2025Q1Mar 31
$826M▼ 1.2%
516 positionsLocked2024Q4Dec 31
$836M▼ 0.1%
491 positionsLocked2024Q3Sep 30
$837M▲ 8.1%
521 positionsLocked2024Q2Jun 30
$774M▲ 1.6%
511 positionsLocked2024Q1Mar 31
$762M▲ 6.9%
516 positionsLocked2023Q4Dec 31
$713M▲ 12.5%
510 positionsLocked2023Q3Sep 30
$634M▼ 5.2%
488 positionsLocked2023Q2Jun 30
$669M▲ 8.3%
510 positionsLocked
Showing 12 of 25