Universe · entity
Wealth Alliance Advisory Group, LLC
Institutional manager (13F) · CIK 1735734
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $525M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $55M | 84,385 |
| 2 | FIDELITY COVINGTON TRUST | $49M | 1,321,950 |
| 3 | VANGUARD INDEX FDS | $39M | 197,172 |
| 4 | PIMCO ETF TR | $34M | 1,313,829 |
| 5 | FIDELITY MERRIMACK STR TR | $31M | 687,028 |
| 6 | VANGUARD INDEX FDS | $31M | 71,341 |
| 7 | J P MORGAN EXCHANGE TRADED F | $16M | 316,909 |
| 8 | PIMCO ETF TR | $16M | 300,458 |
| 9 | J P MORGAN EXCHANGE TRADED F | $15M | 322,299 |
| 10 | FIDELITY MERRIMACK STR TR | $14M | 284,394 |
| 11 | DBX ETF TR | $14M | 457,000 |
| 12 | VANGUARD INDEX FDS | $13M | 40,895 |
| 13 | APPLE INC | $12M | 46,586 |
| 14 | DBX ETF TR | $11M | 184,874 |
| 15 | NVIDIA CORPORATION | $11M | 60,484 |
| 16 | EXXON MOBIL CORP | $9M | 50,401 |
| 17 | MICROSOFT CORP | $8M | 21,431 |
| 18 | AMERICAN CENTY ETF TR | $8M | 182,141 |
| 19 | PIMCO ETF TR | $8M | 81,918 |
| 20 | FIRST TR EXCHANGE-TRADED ALP | $7M | 59,646 |
| 21 | SPDR INDEX SHS FDS | $7M | 144,606 |
| 22 | SPDR SERIES TRUST | $7M | 85,112 |
| 23 | WALMART INC | $7M | 52,863 |
| 24 | AMAZON COM INC | $6M | 29,458 |
| 25 | BERKSHIRE HATHAWAY INC DEL | $6M | 11,755 |
| 26 | ALPHABET INC | $5M | 19,159 |
| 27 | ELI LILLY & CO | $5M | 5,943 |
| 28 | FRANKLIN TEMPLETON ETF TR | $5M | 208,676 |
| 29 | WILLIAMS COS INC | $5M | 70,506 |
| 30 | BROADCOM INC | $5M | 16,341 |
| 31 | BANK AMERICA CORP | $5M | 95,887 |
| 32 | JPMORGAN CHASE & CO | $4M | 14,571 |
| 33 | RTX CORPORATION | $4M | 21,980 |
| 34 | META PLATFORMS INC | $4M | 7,323 |
| 35 | JOHNSON & JOHNSON | $4M | 16,093 |
| 36 | CHEVRON CORPORATION | $4M | 17,839 |
| 37 | MCDONALDS CORP | $3M | 11,133 |
| 38 | FRANKLIN TEMPLETON ETF TR | $3M | 145,000 |
| 39 | ORACLE CORP | $3M | 22,718 |
| 40 | ABBVIE INC | $3M | 14,637 |
| 41 | HOME DEPOT INC | $3M | 9,604 |
| 42 | CISCO SYS INC | $3M | 40,112 |
| 43 | CONOCOPHILLIPS | $3M | 23,565 |
| 44 | SEI INVTS CO | $3M | 37,504 |
| 45 | GE AEROSPACE | $3M | 9,938 |
| 46 | ETFS GOLD TR | $3M | 62,017 |
| 47 | BUCKLE INC | $3M | 54,700 |
| 48 | PALANTIR TECHNOLOGIES INC | $3M | 18,723 |
| 49 | CATERPILLAR INC | $3M | 3,819 |
| 50 | AMERICAN RLTY INVS INC | $3M | 174,266 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.