Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Wealth Alliance Advisory Group, LLC (CIK 1735734) reported $631.6M across 197 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($55.1M, 8.73%), FENI ($49.2M, 7.79%), VTV ($38.7M, 6.13%), PYLD ($34.4M, 5.45%), FBND ($31.3M, 4.96%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $55.1M | 8.73% | 84,385 | Added |
| 2 | FENI | FIDELITY COVINGTON TRUST | $49.2M | 7.79% | 1.3M | Added |
| 3 | VTV | VANGUARD INDEX FDS | $38.7M | 6.13% | 197,172 | Trimmed |
| 4 | PYLD | PIMCO ETF TR | $34.4M | 5.45% | 1.3M | Added |
| 5 | FBND | FIDELITY MERRIMACK STR TR | $31.3M | 4.96% | 687,028 | Trimmed |
| 6 | VUG | VANGUARD INDEX FDS | $31.2M | 4.93% | 71,341 | Added |
| 7 | JMUB | J P MORGAN EXCHANGE TRADED F | $15.8M | 2.51% | 316,909 | Added |
| 8 | MUNI | PIMCO ETF TR | $15.7M | 2.48% | 300,458 | Added |
| 9 | JAGG | J P MORGAN EXCHANGE TRADED F | $14.9M | 2.36% | 322,299 | Added |
| 10 | FMUB | FIDELITY MERRIMACK STR TR | $14.4M | 2.28% | 284,394 | New |
| 11 | TRSY | DBX ETF TR | $13.8M | 2.18% | 457,000 | New |
| 12 | VTI | VANGUARD INDEX FDS | $13.1M | 2.08% | 40,895 | Added |
| 13 | AAPL | APPLE INC | $11.8M | 1.87% | 46,586 | Added |
| 14 | DEUS | DBX ETF TR | $11.1M | 1.75% | 184,874 | New |
| 15 | NVDA | NVIDIA CORPORATION | $10.5M | 1.67% | 60,484 | Trimmed |
| 16 | XOM | EXXON MOBIL CORP | $8.6M | 1.35% | 50,401 | Added |
| 17 | MSFT | MICROSOFT CORP | $7.9M | 1.26% | 21,431 | Added |
| 18 | AVIG | AMERICAN CENTY ETF TR | $7.6M | 1.20% | 182,141 | New |
| 19 | BOND | PIMCO ETF TR | $7.6M | 1.20% | 81,918 | New |
| 20 | FYX | FIRST TR EXCHANGE-TRADED ALP | $7.1M | 1.13% | 59,646 | Trimmed |
| 21 | SPEM | SPDR INDEX SHS FDS | $6.8M | 1.07% | 144,606 | Trimmed |
| 22 | SPTM | SPDR SERIES TRUST | $6.7M | 1.07% | 85,112 | Trimmed |
| 23 | WMT | WALMART INC | $6.6M | 1.04% | 52,863 | Added |
| 24 | AMZN | AMAZON COM INC | $6.1M | 0.97% | 29,458 | Added |
| 25 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.6M | 0.89% | 11,755 | Added |
Source: SEC Form 13F filings · as of 2026-03-31