Wealth Alliance
$1.2B 13F equity value
619 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Wealth Alliance covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 371,628 | $108M | 9.0% |
| IVV | ISHARES TR | 83,512 | $63M | 5.2% |
| DYNF | BLACKROCK ETF TRUST | 672,554 | $46M | 3.8% |
| IVW | ISHARES TR | 320,489 | $44M | 3.7% |
| IUSB | ISHARES TR | 833,658 | $38M | 3.2% |
| IVE | ISHARES TR | 123,223 | $28M | 2.3% |
| IEMG | ISHARES INC | 207,460 | $17M | 1.4% |
| MSFT | MICROSOFT CORP | 44,670 | $17M | 1.4% |
| BAI | BLACKROCK ETF TRUST | 308,224 | $16M | 1.4% |
| NVDA | NVIDIA CORPORATION | 74,209 | $15M | 1.2% |
Track Wealth Alliance's 13F portfolio: $1.2B in reported holdings, 619 positions. Top holdings and quarterly changes on SentiSense.
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