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

WEALTH ALLIANCE, LLC

WEALTH ALLIANCE's asset manager based in Boston, MA — $1.0B in tracked AUM across 548 positions as of Q1 2026.

WA
WEALTH ALLIANCE·Boston, MA·Asset Manager
CIK 0001793904 · last filed Mar 31, 2026
Total AUM
$1.0B
▲ 8.2%
vs prior
Holdings
548
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Financials
10% weight
concentration
AI Analysis · Q1 2026 · 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

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