Wealth Alliance
$1.0B Assets Reported
599 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 338,664 | $86M | 8.5% |
| IVV | ISHARES TR | 62,811 | $41M | 4.1% |
| DYNF | BLACKROCK ETF TRUST | 548,607 | $32M | 3.2% |
| IVE | ISHARES TR | 149,006 | $31M | 3.1% |
| IUSB | ISHARES TR | 562,117 | $26M | 2.6% |
| IVW | ISHARES TR | 217,868 | $25M | 2.4% |
| IEMG | ISHARES INC | 293,391 | $20M | 2.0% |
| EFV | ISHARES TR | 256,430 | $19M | 1.9% |
| AMLP | ALPS ETF TR | 292,167 | $15M | 1.5% |
| MSFT | MICROSOFT CORP | 39,122 | $14M | 1.4% |
Track Wealth Alliance's 13F portfolio: $1.0B in reported holdings, 599 positions. Top holdings, AUM, and quarterly changes on SentiSense.