13F Insight
DOSSIER · 13F-HR · Q2 2026

WEALTH ALLIANCE, LLC

$1.2B in tracked AUM across 573 positions as of Q2 2026.

WA
CIK 0001793904 · last filed Jun 30, 2026
Total AUM
$1.2B
as of Q2 2026
Holdings
573
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

WEALTH ALLIANCE, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$108M372K9.0%02
IVV
ISHARES TR
$63M84K5.2%03
DYNF
BLACKROCK ETF TRUST
$46M673K3.8%04
IVW
ISHARES TR
$44M320K3.7%05
IUSB
ISHARES TR
$38M834K3.2%06
IVE
ISHARES TR
$28M123K2.3%07
IEMG
ISHARES INC
$17M207K1.4%08
MSFT
MICROSOFT CORP
$17M45K1.4%09
BAI
BLACKROCK ETF TRUST
$16M308K1.4%10
NVDA
NVIDIA CORPORATION
$15M74K1.2%

Filing history

2026Q2Jun 30
$1.2B▲ 18.0%
573 positionsView →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 positionsLocked
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