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 $691.4M across 203 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($63.1M, 9.12%), FENI ($55.2M, 7.98%), VTV ($43.1M, 6.23%), VUG ($36.9M, 5.34%), PYLD ($35.3M, 5.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $63.1M | 9.12% | 84,200 | Trimmed |
| 2 | FENI | FIDELITY COVINGTON TRUST | $55.2M | 7.98% | 1.4M | Added |
| 3 | VTV | VANGUARD INDEX FDS | $43.1M | 6.23% | 197,770 | Added |
| 4 | VUG | VANGUARD INDEX FDS | $36.9M | 5.34% | 428,848 | Added |
| 5 | PYLD | PIMCO ETF TR | $35.3M | 5.11% | 1.3M | Added |
| 6 | FBND | FIDELITY MERRIMACK STR TR | $30.7M | 4.44% | 674,141 | Trimmed |
| 7 | TRSY | DBX ETF TR | $18.6M | 2.69% | 617,000 | Added |
| 8 | JMUB | J P MORGAN EXCHANGE TRADED F | $16.4M | 2.37% | 323,908 | Added |
| 9 | MUNI | PIMCO ETF TR | $16.3M | 2.35% | 309,065 | Added |
| 10 | VTI | VANGUARD INDEX FDS | $15.4M | 2.23% | 41,721 | Added |
| 11 | JAGG | J P MORGAN EXCHANGE TRADED F | $15.0M | 2.17% | 326,085 | Added |
| 12 | FMUB | FIDELITY MERRIMACK STR TR | $14.7M | 2.13% | 285,829 | Added |
| 13 | AAPL | APPLE INC | $13.6M | 1.97% | 46,992 | Added |
| 14 | DEUS | DBX ETF TR | $13.3M | 1.92% | 203,442 | Added |
| 15 | NVDA | NVIDIA CORPORATION | $12.2M | 1.77% | 61,190 | Added |
| 16 | BOND | PIMCO ETF TR | $9.2M | 1.33% | 99,791 | Added |
| 17 | AVIG | AMERICAN CENTY ETF TR | $9.2M | 1.33% | 222,640 | Added |
| 18 | MSFT | MICROSOFT CORP | $8.7M | 1.26% | 23,422 | Added |
| 19 | FYX | FIRST TR EXCHANGE-TRADED ALP | $8.6M | 1.24% | 59,310 | Trimmed |
| 20 | SPTM | SPDR SERIES TRUST | $7.6M | 1.10% | 83,440 | Trimmed |
| 21 | SPEM | SPDR INDEX SHS FDS | $7.5M | 1.09% | 145,057 | Added |
| 22 | LLY | ELI LILLY & CO | $7.5M | 1.09% | 6,285 | Added |
| 23 | AMZN | AMAZON COM INC | $7.2M | 1.05% | 30,362 | Added |
| 24 | GOOG | ALPHABET INC | $6.9M | 1.00% | 19,635 | Added |
| 25 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $6.8M | 0.98% | 13,606 | Added |
Source: SEC Form 13F filings · as of 2026-06-30