Universe · entity

WEALTH ALLIANCE, LLC

Institutional manager (13F) · CIK 1793904
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $590M
#IssuerValueShares
1APPLE INC$86M338,664
2ISHARES TR$41M62,811
3BLACKROCK ETF TRUST$32M548,607
4ISHARES TR$31M149,006
5ISHARES TR$26M562,117
6ISHARES TR$25M217,868
7ISHARES INC$20M293,391
8ISHARES TR$19M256,430
9ALPS ETF TR$15M292,167
10MICROSOFT CORP$14M39,122
11NVIDIA CORPORATION$13M73,480
12AMAZON COM INC$12M59,161
13BLACKROCK ETF TRUST$12M339,269
14ISHARES TR$12M62,631
15ISHARES TR$11M101,151
16BLACKROCK ETF TRUST$11M330,917
17STATE STR SPDR S&P 500 ETF T$10M14,819
18ISHARES GOLD TR$9M101,021
19ISHARES TR$9M385,999
20ALPHABET INC$9M30,724
21BROADCOM INC$8M25,692
22ISHARES TR$8M78,475
23META PLATFORMS INC$8M13,706
24BLACKROCK ETF TRUST$8M184,592
25ISHARES TR$7M22,533
26ISHARES TR$7M29,794
27ELI LILLY & CO$7M7,717
28VANGUARD INDEX FDS$7M77,937
29ISHARES TR$7M62,582
30BLACKROCK ETF TRUST$7M207,185
31T ROWE PRICE ETF INC$7M192,603
32TAIWAN SEMICONDUCTOR MANUFAC$6M18,857
33ISHARES TR$6M65,037
34BLACKROCK ETF TRUST II$6M108,263
35EXXON MOBIL CORP$6M32,515
36ISHARES TR$5M60,211
37CHEVRON CORPORATION$5M24,540
38ARISTA NETWORKS INC$5M39,816
39ALPHABET INC$5M16,749
40T ROWE PRICE ETF INC$5M134,004
41ISHARES TR$5M52,566
42JPMORGAN CHASE & CO$5M16,027
43ABBVIE INC$5M20,953
44ISHARES TR$4M88,293
45BLACKROCK ETF TRUST II$4M85,264
46VANGUARD INDEX FDS$4M15,909
47CAPITAL GROUP DIVIDEND VALUE$4M97,213
48ISHARES TR$4M82,376
49JOHNSON & JOHNSON$4M16,798
50AMGEN INC$4M11,487
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.