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Wealth Alliance

Latest statistics and disclosures from Wealth Alliance's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, IVV, DYNF, IVW, IUSB, and represent 24.96% of Wealth Alliance's stock portfolio.
Added to shares of these 10 stocks: IVV (+$16M), IVW (+$14M), IUSB (+$13M), AAPL (+$9.5M), IALT (+$8.9M), DYNF (+$8.4M), CORO (+$8.3M), CGDV (+$6.7M), OEF (+$6.2M), BRTR.
Started 72 new stock positions in DD, GGOV, VIG, TDG, AMAT, AVLV, PTEN, BKNG, STIP, SPCX.
Reduced shares in these 10 stocks: QUAL (-$12M), EFV (-$9.5M), IEMG (-$7.1M), IVE (-$5.9M), IAGG, TIP, IEF, THRO, SHV, TLH.
Sold out of its positions in AEM, ALNY, AIG, ARES, BP, BMO, BSY, BSX, BFAM, BR.
Wealth Alliance was a net buyer of stock by $79M.
Wealth Alliance has $1.2B in assets under management (AUM), dropping by 18.03%.
Central Index Key (CIK): 0001793904

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Positions held by Wealth Alliance consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Wealth Alliance

Wealth Alliance holds 573 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Wealth Alliance has 573 total positions. Only the first 250 positions are shown.

Sign up to view all of the Wealth Alliance June 30, 2026 positions
Download the Wealth Alliance June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	9.0	$108M	+9%	372k	289.36	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.2	$63M	+32%	84k	748.89	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	3.8	$46M	+22%	673k	68.01	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	3.7	$44M	+47%	321k	137.53	View chart
Ishares Tr Core Univrsl Usd (IUSB)	3.2	$39M	+48%	834k	46.15	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.3	$28M	-17%	123k	227.06	View chart
Ishares Core Msci Emkt (IEMG)	1.4	$17M	-29%	208k	82.84	View chart
Microsoft Corporation (MSFT)	1.4	$17M	+14%	45k	373.02	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	1.4	$16M	-6%	308k	52.72	View chart
NVIDIA Corporation (NVDA)	1.2	$15M		74k	200.09	View chart
Alps Etf Tr Alerian Mlp (AMLP)	1.2	$15M	-3%	282k	51.85	View chart
Ishares Tr S&p 100 Etf (OEF)	1.2	$14M	+74%	39k	365.87	View chart
Amazon (AMZN)	1.1	$14M	-4%	57k	238.34	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.1	$13M	+2%	104k	124.42	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.0	$12M	+38%	536k	22.78	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.0	$12M	+8%	16k	746.76	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$12M	+5%	32k	357.37	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	1.0	$12M	+140%	234k	49.28	View chart
T Rowe Price Exchange-traded Intl Equity Etf (TOUS)	0.9	$11M	+53%	296k	38.37	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.9	$11M	-22%	262k	43.11	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.9	$11M	+39%	109k	96.43	View chart
Ishares Tr Eafe Value Etf (EFV)	0.8	$10M	-48%	133k	76.55	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.8	$9.9M	+6%	197k	50.37	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	0.8	$9.9M	+79%	240k	41.10	View chart
Broadcom (AVGO)	0.8	$9.5M		25k	377.75	View chart
Blackrock Etf Trust Ii Isha Tota Re Etf (BRTR)	0.8	$9.2M	+114%	183k	50.32	View chart
Eli Lilly & Co. (LLY)	0.8	$9.1M		7.6k	1199.39	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.7	$8.9M	NEW	319k	28.05	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.7	$8.8M	-2%	19k	477.57	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.7	$8.3M	-18%	24k	342.83	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.7	$8.3M	NEW	226k	36.60	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.7	$8.2M	+73%	85k	96.49	View chart
Ishares Gold Tr Ishares New (IAU)	0.6	$7.6M		101k	75.51	View chart
Arista Networks Com Shs (ANET)	0.6	$7.2M	+7%	43k	169.88	View chart
Lam Research Corp Com New (LRCX)	0.6	$7.0M		16k	433.34	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$6.7M	+13%	19k	353.33	View chart
Ishares Tr Mbs Etf (MBB)	0.6	$6.6M	+8%	70k	94.52	View chart
Meta Platforms Cl A (META)	0.6	$6.6M	-14%	12k	563.28	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.5	$5.9M	-24%	59k	100.35	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.5	$5.8M		59k	97.60	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.5	$5.7M	+3%	2.9k	1989.39	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.5	$5.7M	-13%	180k	31.78	View chart
JPMorgan Chase & Co. (JPM)	0.5	$5.7M	+8%	17k	327.32	View chart
Abbvie (ABBV)	0.4	$5.4M		21k	251.64	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$5.1M		53k	96.58	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.4	$5.1M	+105%	113k	44.99	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$4.5M	+18%	89k	50.58	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.4	$4.3M	-37%	39k	110.35	View chart
Ishares Tr Long Term Muni (LMUB)	0.4	$4.2M		83k	51.22	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.4	$4.2M	+109%	92k	45.58	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.3	$4.2M	-26%	80k	52.34	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.3	$4.2M		87k	47.77	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$4.1M	-14%	14k	303.12	View chart
Amgen (AMGN)	0.3	$4.1M	-2%	11k	362.13	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.3	$4.1M	NEW	81k	50.29	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$4.0M	+23%	83k	48.43	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.3	$4.0M	+39%	25k	161.54	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$3.9M	-3%	15k	252.23	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.3	$3.9M	+19%	77k	50.49	View chart
Visa Com Cl A (V)	0.3	$3.8M	+4%	11k	343.09	View chart
Johnson & Johnson (JNJ)	0.3	$3.7M	-12%	15k	253.96	View chart
Global X Fds Defense Tech Etf (SHLD)	0.3	$3.6M	+125%	60k	59.71	View chart
Procter & Gamble Company (PG)	0.3	$3.5M	-3%	24k	146.64	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$3.5M	+417%	14k	246.21	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.3	$3.5M		75k	46.41	View chart
Chevron Corporation (CVX)	0.3	$3.5M	-14%	21k	165.76	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$3.5M		6.9k	500.35	View chart
Tesla Motors (TSLA)	0.3	$3.4M	+4%	8.2k	420.62	View chart
Verizon Communications (VZ)	0.3	$3.4M	+5%	81k	42.34	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.3	$3.3M	+130%	14k	242.41	View chart
Philip Morris International (PM)	0.3	$3.2M	-6%	18k	180.91	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.3	$3.2M		104k	30.37	View chart
Prologis (PLD)	0.3	$3.1M	-2%	23k	135.47	View chart
Exxon Mobil Corporation (XOM)	0.3	$3.1M	-29%	23k	136.72	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$3.1M	+241%	38k	80.57	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$3.0M		28k	107.62	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$3.0M	-19%	39k	77.11	View chart
Pepsi (PEP)	0.2	$3.0M	-12%	22k	135.40	View chart
Palo Alto Networks (PANW)	0.2	$3.0M	-10%	8.7k	341.00	View chart
Eaton Corp SHS (ETN)	0.2	$2.9M	-8%	6.8k	426.10	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.2	$2.9M	-2%	59k	49.49	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$2.8M	-19%	28k	100.81	View chart
Merck & Co (MRK)	0.2	$2.8M	-5%	22k	128.50	View chart
PNC Financial Services (PNC)	0.2	$2.7M	-5%	11k	246.23	View chart
Nextera Energy (NEE)	0.2	$2.7M	-9%	30k	87.77	View chart
Wec Energy Group (WEC)	0.2	$2.7M	+13%	23k	116.77	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.2	$2.6M	+2%	64k	41.30	View chart
Amphenol Corp Cl A (APH)	0.2	$2.6M		15k	176.32	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.2	$2.6M	+19%	59k	43.23	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$2.5M	-20%	17k	148.31	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.2	$2.5M	+113%	38k	66.45	View chart
Cummins (CMI)	0.2	$2.5M	+15%	3.5k	713.13	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$2.5M	-10%	8.0k	306.29	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.2	$2.5M		55k	44.35	View chart
Cisco Systems (CSCO)	0.2	$2.4M	-8%	21k	117.46	View chart
Micron Technology (MU)	0.2	$2.4M		2.1k	1154.33	View chart
Duke Energy Corp Com New (DUK)	0.2	$2.3M		19k	126.58	View chart
British Amern Tob Sponsored Adr (BTI)	0.2	$2.3M		37k	61.76	View chart
Pfizer (PFE)	0.2	$2.2M	+2%	93k	24.08	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.2	$2.2M	-19%	53k	41.82	View chart
Advanced Micro Devices (AMD)	0.2	$2.2M	-2%	3.8k	580.91	View chart
Us Bancorp Com New (USB)	0.2	$2.2M		37k	60.40	View chart
Mastercard Incorporated Cl A (MA)	0.2	$2.2M	-8%	4.2k	513.59	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$2.2M	-84%	9.9k	219.42	View chart
Wal-Mart Stores (WMT)	0.2	$2.1M	-18%	19k	113.26	View chart
Caterpillar (CAT)	0.2	$2.1M	+18%	2.0k	1064.84	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$2.1M	-13%	11k	197.60	View chart
Enbridge (ENB)	0.2	$2.1M		38k	54.21	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.2	$2.1M		45k	45.64	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.2	$2.0M		86k	23.18	View chart
Linde SHS (LIN)	0.2	$2.0M	-3%	3.8k	518.95	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.2	$2.0M	-8%	45k	43.06	View chart
Netflix (NFLX)	0.2	$1.9M	-17%	27k	71.40	View chart
Altria (MO)	0.2	$1.9M	+13%	26k	71.95	View chart
UnitedHealth (UNH)	0.2	$1.9M	+45%	4.5k	415.66	View chart
National Grid Sponsored Adr Ne (NGG)	0.2	$1.8M	+5%	22k	82.87	View chart
Totalenergies Se Act (TTE)	0.2	$1.8M	-25%	24k	77.76	View chart
Raytheon Technologies Corp (RTX)	0.2	$1.8M	-7%	9.6k	189.74	View chart
Mondelez Intl Cl A (MDLZ)	0.2	$1.8M		31k	57.84	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$1.8M	NEW	7.5k	242.43	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$1.8M		2.6k	686.76	View chart
FirstEnergy (FE)	0.1	$1.8M	+7%	38k	47.54	View chart
Ge Vernova (GEV)	0.1	$1.8M	+15%	1.5k	1175.14	View chart
Home Depot (HD)	0.1	$1.8M	-2%	5.0k	352.71	View chart
Dell Technologies CL C (DELL)	0.1	$1.8M	NEW	4.1k	431.42	View chart
Citigroup Com New (C)	0.1	$1.8M	+47%	13k	139.96	View chart
Paychex (PAYX)	0.1	$1.7M	-2%	18k	98.33	View chart
McDonald's Corporation (MCD)	0.1	$1.7M		6.4k	270.29	View chart
Walt Disney Company (DIS)	0.1	$1.7M	-5%	18k	96.25	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.7M	-3%	5.8k	298.06	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$1.7M		37k	45.89	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.1	$1.7M	+5%	133k	12.66	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.7M	NEW	5.6k	300.44	View chart
Goldman Sachs (GS)	0.1	$1.7M	+3%	1.7k	1011.61	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.7M	+10%	7.7k	217.93	View chart
Oracle Corporation (ORCL)	0.1	$1.7M	-13%	11k	146.55	View chart
American Express Company (AXP)	0.1	$1.6M	-2%	4.8k	338.28	View chart
International Business Machines (IBM)	0.1	$1.6M	-8%	5.6k	281.19	View chart
Astrazeneca Ord (AZN)	0.1	$1.6M	-5%	8.3k	189.62	View chart
Blackrock Etf Trust Isha Us Awar Etf (LCTU)	0.1	$1.6M	-4%	20k	80.16	View chart
American Tower Reit (AMT)	0.1	$1.6M	-21%	9.6k	163.56	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$1.6M	-11%	4.3k	365.69	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$1.6M	-5%	9.5k	164.28	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$1.5M	+8%	27k	56.48	View chart
Corning Incorporated (GLW)	0.1	$1.5M	+15%	6.0k	255.41	View chart
Ge Aerospace Com New (GE)	0.1	$1.5M	-6%	4.0k	373.74	View chart
Analog Devices (ADI)	0.1	$1.5M	+19%	3.8k	397.14	View chart
Automatic Data Processing (ADP)	0.1	$1.5M	+128%	6.7k	223.96	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$1.5M		28k	53.09	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.1	$1.5M	+65%	17k	88.72	View chart
Ishares Tr Global Reit Etf (REET)	0.1	$1.5M	+274%	53k	27.62	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$1.4M	+209%	2.1k	703.34	View chart
Bank of America Corporation (BAC)	0.1	$1.4M	-5%	25k	56.98	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.1	$1.4M		37k	38.08	View chart
Lowe's Companies (LOW)	0.1	$1.4M	-5%	6.4k	220.48	View chart
Charles Schwab Corporation (SCHW)	0.1	$1.4M	-11%	15k	92.27	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.1	$1.4M	+22%	58k	23.52	View chart
Medtronic SHS (MDT)	0.1	$1.4M	+70%	18k	78.23	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$1.4M	-6%	8.3k	163.68	View chart
Starbucks Corporation (SBUX)	0.1	$1.4M	+2%	13k	102.19	View chart
Ishares Tr 20+ Year Tr Bd (TLTW)	0.1	$1.4M	-6%	61k	22.34	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$1.3M	-2%	27k	50.65	View chart
Costco Wholesale Corporation (COST)	0.1	$1.3M		1.4k	935.47	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$1.3M	NEW	18k	76.11	View chart
Tc Energy Corp (TRP)	0.1	$1.3M		20k	66.29	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.3M	+1762%	11k	124.17	View chart
Unilever Spon Adr New (UL)	0.1	$1.3M	-24%	22k	60.12	View chart
TJX Companies (TJX)	0.1	$1.3M		8.3k	151.49	View chart
Amcor Com New (AMCR)	0.1	$1.3M	-7%	29k	43.35	View chart
Vanguard World Financials Etf (VFH)	0.1	$1.3M	-3%	9.5k	131.60	View chart
PPL Corporation (PPL)	0.1	$1.2M	+14%	34k	36.35	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$1.2M	+103%	15k	79.42	View chart
Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG)	0.1	$1.2M	-11%	60k	19.89	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.1	$1.2M		26k	45.63	View chart
Marsh & McLennan Companies (MRSH)	0.1	$1.2M	-22%	7.0k	166.68	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$1.2M		25k	46.05	View chart
Teledyne Technologies Incorporated (TDY)	0.1	$1.1M		1.7k	666.90	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$1.1M	-6%	1.5k	736.16	View chart
Cme (CME)	0.1	$1.1M	-28%	4.9k	220.82	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$1.1M		22k	48.81	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$1.1M	-20%	4.5k	243.01	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.1M	+23%	5.1k	212.76	View chart
Bristol Myers Squibb (BMY)	0.1	$1.1M	-2%	19k	57.62	View chart
Regions Financial Corporation (RF)	0.1	$1.1M	NEW	36k	30.20	View chart
Wells Fargo & Company (WFC)	0.1	$1.1M	-8%	13k	82.64	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.0M	-15%	2.1k	509.34	View chart
Belpointe Prep Unit Rp Ltd Lb A (OZ)	0.1	$1.0M		23k	45.29	View chart
Trane Technologies SHS (TT)	0.1	$1.0M		2.1k	491.18	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$1.0M		20k	51.05	View chart
Northrop Grumman Corporation (NOC)	0.1	$1.0M	+2%	2.0k	509.26	View chart
Blackrock Muniassets Fund (MUA)	0.1	$999k		91k	11.01	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$997k	+4%	24k	42.20	View chart
Union Pacific Corporation (UNP)	0.1	$996k	-3%	3.7k	271.97	View chart
W.W. Grainger (GWW)	0.1	$988k	-6%	726.00	1360.20	View chart
S&p Global (SPGI)	0.1	$983k	-23%	2.4k	407.30	View chart
Williams Companies (WMB)	0.1	$982k	-8%	13k	74.34	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$979k		31k	31.71	View chart
Xcel Energy (XEL)	0.1	$974k	-26%	12k	80.30	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.1	$974k	+3%	25k	39.80	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$965k	-4%	14k	69.45	View chart
Thermo Fisher Scientific (TMO)	0.1	$959k	-8%	1.9k	501.41	View chart
Darden Restaurants (DRI)	0.1	$947k	+115%	4.6k	206.01	View chart
Kimco Realty Corporation (KIM)	0.1	$944k	+4%	37k	25.35	View chart
Watsco, Incorporated (WSO)	0.1	$937k		2.2k	416.67	View chart
Cohen & Steers Etf Trust Pfd In Op Ac Etf (CSPF)	0.1	$930k	+27%	36k	26.08	View chart
Abbott Laboratories (ABT)	0.1	$924k	-7%	10k	90.74	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.1	$923k	-3%	6.5k	142.38	View chart
Kimberly-Clark Corporation (KMB)	0.1	$914k	+12%	8.3k	109.77	View chart
Intel Corporation (INTC)	0.1	$909k	-26%	6.5k	139.62	View chart
Ishares Emng Mkts Eqt (EMGF)	0.1	$903k	-17%	12k	73.26	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$897k	+134%	6.1k	146.41	View chart
Intuitive Surgical Com New (ISRG)	0.1	$895k	-24%	2.2k	397.77	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$891k	+48%	7.6k	117.67	View chart
Datadog Cl A Com (DDOG)	0.1	$861k	-8%	3.3k	260.36	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.1	$853k		15k	56.79	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$842k	-15%	2.1k	409.42	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$836k	-13%	36k	23.15	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$834k	+48%	16k	53.79	View chart
CSX Corporation (CSX)	0.1	$801k	-14%	17k	47.53	View chart
Nebius Group Shs Class A (NBIS)	0.1	$792k	-42%	2.9k	276.17	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.1	$784k	+85%	15k	50.95	View chart
Motorola Solutions Com New (MSI)	0.1	$782k	-18%	1.9k	415.36	View chart
Hershey Company (HSY)	0.1	$771k	+58%	4.4k	175.44	View chart
Principal Financial (PFG)	0.1	$764k	+27%	7.1k	107.78	View chart
CVS Caremark Corporation (CVS)	0.1	$763k	+2%	7.4k	103.45	View chart
Southern Copper Corporation (SCCO)	0.1	$763k	-2%	4.4k	174.24	View chart
Uber Technologies (UBER)	0.1	$762k	-12%	11k	72.16	View chart
Apollo Global Mgmt (APO)	0.1	$755k	+122%	6.4k	118.31	View chart
Parker-Hannifin Corporation (PH)	0.1	$751k		767.00	978.60	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$749k		1.00	748850.00	View chart
Sanofi Sa Sponsored Adr (SNY)	0.1	$748k	-58%	18k	42.66	View chart
Airbnb Com Cl A (ABNB)	0.1	$744k	-14%	5.2k	143.11	View chart
Travelers Companies (TRV)	0.1	$743k	-29%	2.3k	330.07	View chart
Ase Technology Hldg Sponsored Ads (ASX)	0.1	$740k	-5%	16k	45.12	View chart
Southern Company (SO)	0.1	$735k		7.7k	95.71	View chart
Consolidated Edison (ED)	0.1	$725k		6.5k	110.63	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$724k	-17%	22k	33.29	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.1	$724k	-6%	19k	37.36	View chart
Applovin Corp Com Cl A (APP)	0.1	$722k	-2%	1.4k	515.39	View chart
Truist Financial Corp equities (TFC)	0.1	$719k	-51%	14k	49.82	View chart
Quanta Services (PWR)	0.1	$713k	-48%	990.00	719.84	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$711k	-28%	6.5k	109.07	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$708k	-7%	1.4k	496.73	View chart
General Dynamics Corporation (GD)	0.1	$701k	-5%	2.0k	354.18	View chart
Sony Group Corp Sponsored Adr (SONY)	0.1	$700k	-23%	35k	20.06	View chart
Cameco Corporation (CCJ)	0.1	$698k	-8%	6.8k	101.86	View chart
Te Connectivity Ord Shs (TEL)	0.1	$692k	-4%	3.4k	201.59	View chart
Steel Dynamics (STLD)	0.1	$692k		3.0k	229.47	View chart
Metropcs Communications (TMUS)	0.1	$690k	NEW	4.1k	167.72	View chart
Blackrock Ltd Duration Incom Com Shs (BLW)	0.1	$683k		55k	12.49	View chart

Past Filings by Wealth Alliance

SEC 13F filings are viewable for Wealth Alliance going back to 2019

Wealth Alliance 2026 Q2 filed Aug. 11, 2026
Wealth Alliance 2026 Q1 filed May 14, 2026
Wealth Alliance 2025 Q4 filed Feb. 13, 2026
Wealth Alliance 2025 Q3 filed Nov. 7, 2025
Wealth Alliance 2025 Q2 filed Aug. 8, 2025
Wealth Alliance 2025 Q1 filed May 5, 2025
Wealth Alliance 2024 Q4 filed Feb. 3, 2025
Wealth Alliance 2024 Q3 filed Nov. 4, 2024
Wealth Alliance 2024 Q2 filed Aug. 9, 2024
Wealth Alliance 2024 Q1 filed May 10, 2024
Wealth Alliance 2023 Q4 filed Jan. 30, 2024
Wealth Alliance 2023 Q3 filed Nov. 9, 2023
Wealth Alliance 2023 Q2 filed Aug. 2, 2023
Wealth Alliance 2023 Q1 filed May 11, 2023
Wealth Alliance 2022 Q4 filed Feb. 13, 2023
Wealth Alliance 2022 Q3 filed Nov. 14, 2022

View all past filings

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