WEALTH ALLIANCE, LLC
WEALTH ALLIANCE, LLC reported 573 positions worth $1.20B as of June 30, 2026 (13F filed August 11, 2026). Largest holding: AAPL (9.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $107.5M | 9.00% | 371,628 | — | — | |
| ▸ 2 | IVV | SH | $62.5M | 5.23% | 83,512 | — | — | |
| ▸ 3 | DYNF | SH | $45.7M | 3.83% | 672,554 | — | — | |
| ▸ 4 | IVW | SH | $44.1M | 3.69% | 320,489 | — | — | |
| ▸ 5 | IUSB | SH | $38.5M | 3.22% | 833,658 | — | — | |
| ▸ 6 | IVE | SH | $28.0M | 2.34% | 123,223 | — | — | |
| ▸ 7 | IEMG | SH | $17.2M | 1.44% | 207,460 | — | — | |
| ▸ 8 | MSFT | SH | $16.7M | 1.39% | 44,670 | — | — | |
| ▸ 9 | BAI | SH | $16.2M | 1.36% | 308,224 | — | — | |
| ▸ 10 | NVDA | SH | $14.8M | 1.24% | 74,209 | — | — |
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Frequently Asked Questions
What stocks does WEALTH ALLIANCE, LLC hold as of Q2 2026?
WEALTH ALLIANCE, LLC reported 573 positions worth $1.20B in its Q2 2026 13F filing. Largest positions: AAPL (9.0%), IVV (5.2%), DYNF (3.8%), IVW (3.7%) and IUSB (3.2%).
What did WEALTH ALLIANCE, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did WEALTH ALLIANCE, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.