§ 13F · FUND PROFILE
Wealth Alliance Advisory Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $525.2T (13F)Positions · 186Turnover · — · Q4Filed · Jan 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 80K | $54.7T | 9.4% | +1% |
| 2 | VTV | VANGUARD INDEX FDS | 203K | $38.8T | 6.7% | +3% |
| 3 | FBND | FIDELITY MERRIMACK STR TR | 758K | $34.9T | 6.0% | +9% |
| 4 | FENI | FIDELITY COVINGTON TRUST | 837K | $30.6T | 5.2% | +2% |
| 5 | PYLD | PIMCO ETF TR | 1.15M | $30.6T | 5.2% | +10% |
| 6 | VUG | VANGUARD INDEX FDS | 60K | $29.4T | 5.0% | +1% |
| 7 | CWI | SPDR INDEX SHS FDS | 488K | $17.5T | 3.0% | +2% |
| 8 | MDY | SPDR S&P MIDCAP 400 ETF TR | 26K | $15.4T | 2.6% | +2% |
| 9 | BBAG | J P MORGAN EXCHANGE TRADED F | 282K | $13.1T | 2.2% | +8% |
| 10 | VTI | VANGUARD INDEX FDS | 38K | $12.9T | 2.2% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEALTH SIGNAL
AC read
Wealth Alliance Advisory Group, LLC is a Other fund managing $525231.3 trillion in assets. The fund runs a portfolio of 186 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed