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, LLC (CIK 1793904) reported $1.01B across 547 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($85.9M, 8.49%), IVV ($41.0M, 4.05%), DYNF ($31.9M, 3.15%), IVE ($31.5M, 3.11%), IUSB ($26.0M, 2.56%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $85.9M | 8.49% | 338,664 | Trimmed |
| 2 | IVV | ISHARES TR | $41.0M | 4.05% | 62,811 | Added |
| 3 | DYNF | BLACKROCK ETF TRUST | $31.9M | 3.15% | 548,607 | Added |
| 4 | IVE | ISHARES TR | $31.5M | 3.11% | 149,006 | Trimmed |
| 5 | IUSB | ISHARES TR | $26.0M | 2.56% | 562,117 | Added |
| 6 | IVW | ISHARES TR | $24.6M | 2.43% | 217,868 | Trimmed |
| 7 | IEMG | ISHARES INC | $20.5M | 2.02% | 293,391 | Trimmed |
| 8 | EFV | ISHARES TR | $19.1M | 1.88% | 256,430 | Trimmed |
| 9 | AMLP | ALPS ETF TR | $15.4M | 1.52% | 292,167 | Added |
| 10 | MSFT | MICROSOFT CORP | $14.5M | 1.43% | 39,122 | Trimmed |
| 11 | NVDA | NVIDIA CORPORATION | $12.8M | 1.27% | 73,480 | Trimmed |
| 12 | AMZN | AMAZON COM INC | $12.3M | 1.22% | 59,161 | Trimmed |
| 13 | THRO | BLACKROCK ETF TRUST | $12.3M | 1.21% | 339,269 | Added |
| 14 | QUAL | ISHARES TR | $12.0M | 1.19% | 62,631 | Added |
| 15 | EFG | ISHARES TR | $11.3M | 1.11% | 101,151 | Added |
| 16 | BAI | BLACKROCK ETF TRUST | $10.9M | 1.08% | 330,917 | Added |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | $9.6M | 0.95% | 14,819 | Trimmed |
| 18 | IAU | ISHARES GOLD TR | $8.9M | 0.88% | 101,021 | Trimmed |
| 19 | GOVT | ISHARES TR | $8.8M | 0.87% | 385,999 | Added |
| 20 | GOOGL | ALPHABET INC | $8.8M | 0.87% | 30,724 | Trimmed |
| 21 | AVGO | BROADCOM INC | $8.0M | 0.79% | 25,692 | Added |
| 22 | TLH | ISHARES TR | $7.9M | 0.78% | 78,475 | Trimmed |
| 23 | META | META PLATFORMS INC | $7.8M | 0.77% | 13,706 | Added |
| 24 | BLCR | BLACKROCK ETF TRUST | $7.6M | 0.75% | 184,592 | New |
| 25 | MTUM | ISHARES TR | $7.2M | 0.71% | 29,794 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31