Universe · entity
WEALTH ALLIANCE, LLC
Institutional manager (13F) · CIK 1793904
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $590M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE INC | $86M | 338,664 |
| 2 | ISHARES TR | $41M | 62,811 |
| 3 | BLACKROCK ETF TRUST | $32M | 548,607 |
| 4 | ISHARES TR | $31M | 149,006 |
| 5 | ISHARES TR | $26M | 562,117 |
| 6 | ISHARES TR | $25M | 217,868 |
| 7 | ISHARES INC | $20M | 293,391 |
| 8 | ISHARES TR | $19M | 256,430 |
| 9 | ALPS ETF TR | $15M | 292,167 |
| 10 | MICROSOFT CORP | $14M | 39,122 |
| 11 | NVIDIA CORPORATION | $13M | 73,480 |
| 12 | AMAZON COM INC | $12M | 59,161 |
| 13 | BLACKROCK ETF TRUST | $12M | 339,269 |
| 14 | ISHARES TR | $12M | 62,631 |
| 15 | ISHARES TR | $11M | 101,151 |
| 16 | BLACKROCK ETF TRUST | $11M | 330,917 |
| 17 | STATE STR SPDR S&P 500 ETF T | $10M | 14,819 |
| 18 | ISHARES GOLD TR | $9M | 101,021 |
| 19 | ISHARES TR | $9M | 385,999 |
| 20 | ALPHABET INC | $9M | 30,724 |
| 21 | BROADCOM INC | $8M | 25,692 |
| 22 | ISHARES TR | $8M | 78,475 |
| 23 | META PLATFORMS INC | $8M | 13,706 |
| 24 | BLACKROCK ETF TRUST | $8M | 184,592 |
| 25 | ISHARES TR | $7M | 22,533 |
| 26 | ISHARES TR | $7M | 29,794 |
| 27 | ELI LILLY & CO | $7M | 7,717 |
| 28 | VANGUARD INDEX FDS | $7M | 77,937 |
| 29 | ISHARES TR | $7M | 62,582 |
| 30 | BLACKROCK ETF TRUST | $7M | 207,185 |
| 31 | T ROWE PRICE ETF INC | $7M | 192,603 |
| 32 | TAIWAN SEMICONDUCTOR MANUFAC | $6M | 18,857 |
| 33 | ISHARES TR | $6M | 65,037 |
| 34 | BLACKROCK ETF TRUST II | $6M | 108,263 |
| 35 | EXXON MOBIL CORP | $6M | 32,515 |
| 36 | ISHARES TR | $5M | 60,211 |
| 37 | CHEVRON CORPORATION | $5M | 24,540 |
| 38 | ARISTA NETWORKS INC | $5M | 39,816 |
| 39 | ALPHABET INC | $5M | 16,749 |
| 40 | T ROWE PRICE ETF INC | $5M | 134,004 |
| 41 | ISHARES TR | $5M | 52,566 |
| 42 | JPMORGAN CHASE & CO | $5M | 16,027 |
| 43 | ABBVIE INC | $5M | 20,953 |
| 44 | ISHARES TR | $4M | 88,293 |
| 45 | BLACKROCK ETF TRUST II | $4M | 85,264 |
| 46 | VANGUARD INDEX FDS | $4M | 15,909 |
| 47 | CAPITAL GROUP DIVIDEND VALUE | $4M | 97,213 |
| 48 | ISHARES TR | $4M | 82,376 |
| 49 | JOHNSON & JOHNSON | $4M | 16,798 |
| 50 | AMGEN INC | $4M | 11,487 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.