§ 13F · FUND PROFILE
WEALTH ALLIANCE, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $972M (13F)Positions · 554Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$36M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 339K | $86M | 8.5% | −1% |
| 2 | IVV | ISHARES TR | 63K | $41M | 4.1% | +13% |
| 3 | DYNF | BLACKROCK ETF TRUST | 549K | $32M | 3.2% | +6% |
| 4 | IVE | ISHARES TR | 149K | $31M | 3.1% | −10% |
| 5 | IUSB | ISHARES TR | 562K | $26M | 2.6% | +17% |
| 6 | IVW | ISHARES TR | 218K | $25M | 2.4% | −6% |
| 7 | IEMG | ISHARES INC | 293K | $20M | 2.0% | −14% |
| 8 | EFV | ISHARES TR | 256K | $19M | 1.9% | −4% |
| 9 | AMLP | ALPS ETF TR | 292K | $15M | 1.5% | +6% |
| 10 | MSFT | MICROSOFT CORP | 39K | $14M | 1.4% | −7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEALTH SIGNAL
AC read
WEALTH ALLIANCE, LLC is a Other fund managing $972 million in assets. The fund runs a broad portfolio of 554 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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