§ 13F · FUND PROFILE
WEALTH ALLIANCE, LLC.
AUM · $1.2B (13F)Positions · 573Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$50M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 372K | $108M | 9.0% | +10% |
| 2 | IVV | ISHARES TR | 84K | $63M | 5.2% | +33% |
| 3 | DYNF | BLACKROCK ETF TRUST | 673K | $46M | 3.8% | +23% |
| 4 | IVW | ISHARES TR | 320K | $44M | 3.7% | +47% |
| 5 | IUSB | ISHARES TR | 834K | $38M | 3.2% | +48% |
| 6 | IVE | ISHARES TR | 123K | $28M | 2.3% | −17% |
| 7 | IEMG | ISHARES INC | 207K | $17M | 1.4% | −29% |
| 8 | MSFT | MICROSOFT CORP | 45K | $17M | 1.4% | +14% |
| 9 | BAI | BLACKROCK ETF TRUST | 308K | $16M | 1.4% | −7% |
| 10 | NVDA | NVIDIA CORPORATION | 74K | $15M | 1.2% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEALTH SIGNAL
AC read
WEALTH ALLIANCE, LLC is a Other fund managing $1.2 billion in assets. The fund runs a broad portfolio of 573 positions.
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