Wealth Alliance, LLC — Inside Their 13F Portfolio (Q1 2026): Charts & AI Insights

Name: Wealth Alliance, LLC — 13F Holdings, 2026-03-31
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001793904

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$1.0B

Reporting period: 2026-03-31 · Number of holdings: 548

WEALTH ALLIANCE, LLC disclosed 548 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.0B and a quarterly turnover rate of 26.0%.

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Personality snowflake

Concentration: 6.44
Portfolio Stability: 26.02
Momentum/Contrarian: 100
Sector conviction: 58.52
Diversification: 100
Sizing Uniformity: 72

Wealth Alliance, LLC's disclosed holdings carry a Herfindahl concentration index of 0.016 — mathematically equivalent to about 62 equally-sized positions, well below its 548 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.

Position sizes vary widely across the portfolio (a coefficient of variation of 2.80), with a handful of outsized bets alongside many smaller positions.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Sector classification currently covers about 45% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/13f/wealth-alliance-llc

Recent moves

View source Form 13F filing on SEC.gov

Trim OEF
-64.6%　-$14.7M
Trim MUB
-81.4%　-$13.0M
Add EFG
+1001.6%　$10.2M
Add GOVT
+1115.2%　$8.1M
Trim AAPL
-1.0%　-$7.0M
Trim MSFT
-7.4%　-$5.9M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

View source Form 13F filing on SEC.gov

Showing top 200 holdings (of 548 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	AAPL	Apple INC	Stock-Tech	8.49%	-0.61%	-0.98%
2	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	4.05%	+0.32%	+12.93%
3	DYNF	Ishrs US E F R A Etf-usd INC	ETF-Other	3.15%	—	+5.74%
4	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	3.11%	-0.32%	-9.86%
5	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-Other	2.56%	+0.38%	+17.49%
6	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	2.43%	-0.37%	-6.01%
7	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	2.02%	-0.22%	-13.84%
8	EFV	Ishares Msci Eafe Value ETF	ETF-Other	1.88%	—	-3.61%
9	AMLP	Alerian Mlp ETF	ETF-Other	1.52%	+0.25%	+6.26%
10	MSFT	Microsoft CORP	Stock-Tech	1.43%	-0.57%	-7.38%
11	NVDA	Nvidia CORP	Stock-Tech	1.27%	-0.11%	-2.94%
12	AMZN	Amazon.com INC	Stock-Consumer Disc	1.22%	-0.15%	-2.69%
13	THRO	Ishares U.s. Thematic Rotati	ETF-Other	1.21%	—	+14.67%
14	QUAL	Ishares Msci USA Quality Fac	ETF-Other	1.19%	—	+7.24%
15	EFG	Ishares Msci Eafe Growth ETF	ETF-Other	1.11%	+1.01%	+1001.62%
16	BAI	Ishrs Ai In And Tech Act ETF	ETF-Tech	1.08%	+0.17%	+18.56%
17	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.95%	-0.10%	-6.01%
18	IAU	Ishares Gold Trust	ETF-Commodities	0.88%	-0.29%	-31.50%
19	GOVT	Ishares US Treasury Bond ETF	ETF-Gov Bonds	0.87%	+0.80%	+1115.25%
20	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.87%	—	-0.15%
21	AVGO	Broadcom INC	Stock-Tech	0.79%	—	+3.25%
22	TLH	Ishares 10-20 Year Treasury	ETF-Gov Bonds	0.78%	-0.10%	-11.70%
23	META	Meta Platforms Inc-class A	Stock-Comm Services	0.77%	—	+7.57%
24	BLCR	Ishares Lrg Cp Cr Act Etf-ui	ETF-Other	0.75%	+0.75%	NEW
25	OEF	Ishares S&p 100 ETF	ETF-Other	0.71%	-1.43%	-64.62%
26	MTUM	Ishares Msci USA Momentum Fa	ETF-Other	0.71%	—	-5.50%
27	LLY	Eli Lilly & Co	Stock-Healthcare	0.70%	-0.13%	-2.01%
28	VNQ	Vanguard Real Estate ETF	ETF-Other	0.68%	—	+14.25%
29	SHV	Ishares 0-1 Year Treasury Bo	ETF-Gov Bonds	0.68%	+0.21%	+44.70%
30	IDEF	Ishares Def Industrials Act	ETF-Other	0.67%	+0.67%	NEW
31	TOUS	T Rowe Prc International Eq	ETF-Other	0.66%	+0.46%	+233.60%
32	TSM	Taiwan Semiconductor-sp Adr	Stock-Tech	0.63%	—	-2.54%
33	MBB	Ishares Mbs ETF	ETF-Other	0.61%	—	+6.58%
34	BINC	Ishares Flex I A Etf-usd INC	ETF-Other	0.56%	—	-12.31%
35	XOM	Exxon Mobil CORP	Stock-Energy	0.54%	—	-19.68%
36	AOA	Ishares Core 80/20 Aggressiv	ETF-Other	0.53%	—	-1.50%
37	CVX	Chevron CORP	Stock-Energy	0.50%	+0.16%	+7.07%
38	ANET	Arista Networks INC	Stock-Tech	0.48%	—	+1.14%
39	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.47%	—	+4.96%
40	TCAF	T Rowe Prc Cap Appreciation	ETF-Other	0.47%	+0.28%	+164.23%
41	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	0.47%	—	-9.82%
42	JPM	Jpmorgan Chase & Co	Stock-Financials	0.47%	—	-5.20%
43	ABBV	Abbvie INC	Stock-Healthcare	0.45%	—	-4.49%
44	IAGG	Ishares Intl Aggregate Bond	ETF-Other	0.44%	—	+10.27%
45	BRTR	Ishares Total Return Act ETF	ETF-Other	0.42%	+0.26%	+157.47%
46	VB	Vanguard Small-cap ETF	ETF-Other	0.41%	—	-9.30%
47	CGDV	Cap Group Dividend Value	ETF-Other	0.41%	+0.23%	+130.10%
48	LMUB	Ishares Lt National Muni Bd	ETF-Other	0.41%	+0.41%	NEW
49	JNJ	Johnson & Johnson	Stock-Healthcare	0.41%	—	-26.03%
50	AMGN	Amgen INC	Stock-Healthcare	0.40%	—	-14.45%

1–50 of 200

Portfolio Performance

Performance for Q3 2026

+3.7%

Performance Last 4 Quarters

+20.7%

Based on 74% of reported portfolio value with available pricing

Stdev: +10.9%
Beta: +0.8
Alpha: -0.1%
Max Drawdown: -6.8%
Annualized Perf: +15%
Batting Avg vs S&P: +33.3%
Sortino: +2.58
Stutzer: +0.39
Treynor: +0.18
Sterling: +0.94
Calmar: +2.21
Information Ratio: -0.93
Tracking Error: +4.2%
Stdev Down: +5.7%
Winning Months %: +63.9%
Losing Months %: +36.1%
Best 12 Months: +29.4%
Worst 12 Months: +9.7%
Efficiency Ratio: +0.52
Sharpe: +1.34
Stdev Sectors: +9.7%
Skewness: -0.07
Kurtosis: -0.16
Upside Potential: +4.23

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026 Q1	548	$1.0B	26	1AAPL 2IVV 3DYNF Top holdings2026 Q1 1.AAPL 2.IVV 3.DYNF 4.IVE 5.IUSB 6.IVW 7.IEMG 8.EFV 9.AMLP 10.MSFT
2025 Q4	551	$1.0B	18	1AAPL 2IVV 3IVE Top holdings2025 Q4 1.AAPL 2.IVV 3.IVE 4.DYNF 5.IVW 6.IEMG 7.IUSB 8.OEF 9.MSFT 10.EFV
2025 Q3	554	$972.2M	36	1AAPL 2IVV 3DYNF Top holdings2025 Q3 1.AAPL 2.IVV 3.DYNF 4.IVE 5.IVW 6.MSFT 7.IUSB 8.QUAL 9.EFV 10.OEF
2025 Q2	542	$895.4M	0	1AAPL 2IVV 3IVW Top holdings2025 Q2 1.AAPL 2.IVV 3.IVW 4.IUSB 5.EFV 6.DYNF 7.QUAL 8.MSFT 9.IVE 10.IEMG
2025 Q1	516	$826.4M	100	1AAPL 2IVV 3IUSB Top holdings2025 Q1 1.AAPL 2.IVV 3.IUSB 4.QUAL 5.DYNF 6.IVW 7.MSFT 8.IVE 9.EFV 10.AMLP
2024 Q4	491	$836.3M	0	1AAPL 2IVV 3IVW Top holdings2024 Q4 1.AAPL 2.IVV 3.IVW 4.IUSB 5.DYNF 6.QUAL 7.IVE 8.MSFT 9.EFV 10.AMLP
2024 Q3	521	$837.4M	0	1AAPL 2IVV 3IUSB Top holdings2024 Q3 1.AAPL 2.IVV 3.IUSB 4.IVW 5.MSFT 6.DYNF 7.IVE 8.QUAL 9.EFV 10.AMZN
2024 Q2	511	$774.4M	0	1AAPL 2IVV 3IVW Top holdings2024 Q2 1.AAPL 2.IVV 3.IVW 4.IUSB 5.MSFT 6.DYNF 7.QUAL 8.IVE 9.AMZN 10.EFG
2024 Q1	516	$762.3M	0	1AAPL 2IVV 3IUSB Top holdings2024 Q1 1.AAPL 2.IVV 3.IUSB 4.MSFT 5.IVE 6.IVW 7.QUAL 8.DYNF 9.AMZN 10.EFV
2023 Q4	510	$713.2M	0	1AAPL 2IVV 3MSFT Top holdings2023 Q4 1.AAPL 2.IVV 3.MSFT 4.IUSB 5.QUAL 6.EFV 7.AMZN 8.ESGU 9.IVW 10.AMLP
2023 Q3	488	$634.1M	0	1AAPL 2IVV 3IUSB Top holdings2023 Q3 1.AAPL 2.IVV 3.IUSB 4.MSFT 5.EFV 6.QUAL 7.EFG 8.AMZN 9.SHV 10.ESGU
2023 Q2	510	$668.8M	0	1AAPL 2IVV 3MSFT Top holdings2023 Q2 1.AAPL 2.IVV 3.MSFT 4.QUAL 5.IUSB 6.EFG 7.ESGU 8.AMZN 9.EFV 10.SPY
2023 Q1	500	$617.3M	0	1AAPL 2IVV 3IUSB Top holdings2023 Q1 1.AAPL 2.IVV 3.IUSB 4.QUAL 5.MSFT 6.SHV 7.EFG 8.ESGU 9.EFV 10.AMZN
2022 Q4	851	$563.2M	0	1AAPL 2IVV 3ESGU Top holdings2022 Q4 1.AAPL 2.IVV 3.ESGU 4.SHV 5.MSFT 6.IUSB 7.EFV 8.MINT 9.SPY 10.AMLP
2022 Q3	753	$506.7M	0	1AAPL 2IVV 3ESGU Top holdings2022 Q3 1.AAPL 2.IVV 3.ESGU 4.MSFT 5.IUSB 6.SHV 7.MINT 8.AMZN 9.EFV 10.GOVT
2022 Q2	764	$521.1M	0	1AAPL 2IVV 3ESGU Top holdings2022 Q2 1.AAPL 2.IVV 3.ESGU 4.MSFT 5.EFV 6.SPY 7.IUSB 8.MINT 9.AMZN 10.EFA
2022 Q1	694	$489.2M	0	1IVV 2AAPL 3ESGU Top holdings2022 Q1 1.IVV 2.AAPL 3.ESGU 4.MSFT 5.EFV 6.SPY 7.AMZN 8.MINT 9.IUSB 10.AMLP
2021 Q4	793	$497.3M	0	1AAPL 2IVV 3ESGU Top holdings2021 Q4 1.AAPL 2.IVV 3.ESGU 4.VNQ 5.MSFT 6.EFV 7.SPY 8.EFG 9.IJR 10.AMZN
2021 Q3	691	$445.3M	0	1AAPL 2IVV 3ESGU Top holdings2021 Q3 1.AAPL 2.IVV 3.ESGU 4.VNQ 5.SPY 6.MSFT 7.EFV 8.AMZN 9.TIP 10.IJR
2021 Q2	423	$424.7M	100	1AAPL 2IVV 3VNQ Top holdings2021 Q2 1.AAPL 2.IVV 3.VNQ 4.ESGU 5.SPY 6.MSFT 7.AMZN 8.IJR 9.AMLP 10.EFV
2021 Q1	433	$357.0M	22	1AAPL 2IVV 3VNQ Top holdings2021 Q1 1.AAPL 2.IVV 3.VNQ 4.SPY 5.MSFT 6.IJR 7.AMZN 8.AMLP 9.IVE 10.IJH
2020 Q4	565	$339.4M	31	1AAPL 2IVV 3VNQ Top holdings2020 Q4 1.AAPL 2.IVV 3.VNQ 4.MSFT 5.SPY 6.AMLP 7.AMZN 8.IVW 9.IVE 10.IEFA
2020 Q3	335	$278.2M	20	1AAPL 2IVV 3MSFT Top holdings2020 Q3 1.AAPL 2.IVV 3.MSFT 4.SPY 5.AMZN 6.IVW 7.TIP 8.IEFA 9.IEF 10.SHV
2020 Q2	301	$253.1M	62	1AAPL 2IVV 3SHV Top holdings2020 Q2 1.AAPL 2.IVV 3.SHV 4.MSFT 5.SHY 6.SPY 7.IVW 8.AMZN 9.AMLP 10.TIP
2020 Q1	232	$185.5M	87	1SPY 2AAPL 3TIP Top holdings2020 Q1 1.SPY 2.AAPL 3.TIP 4.IEF 5.EFA 6.MSFT 7.TOTL 8.AMLPUSD 9.AMZN 10.IAUUSD
2019 Q4	87	$140.7M	—	1AAPL 2TIP 3SPY Top holdings2019 Q4 1.AAPL 2.TIP 3.SPY 4.VEA 5.VNQ 6.MSFT 7.IEF 8.FTGC 9.IVE 10.IVW

Holding changes this quarter

View source Form 13F filing on SEC.gov

Wealth Alliance, LLC's most significant position changes for 2026-03-31: New buy: Ishares Lrg Cp Cr Act Etf-ui (BLCR); New buy: Ishares Def Industrials Act (IDEF); New buy: Ishares Lt National Muni Bd (LMUB); Sold out: Ishares Russell 2000 ETF (IWM); Sold out: Astrazeneca Plc-spons Adr (AZNN).

Position changes disclosed by Wealth Alliance, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	EFG	Ishares Msci Eafe Growth ETF	+1%	+1001.62%	Add
2	GOVT	Ishares US Treasury Bond ETF	+0.8%	+1115.25%	Add
3	TOUS	T Rowe Prc International Eq	+0.5%	+233.60%	Add
4	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	+0.4%	+17.49%	Add
5	MINT	Pimco Enhanced Short Maturit	+0.3%	+1234.51%	Add
6	IVV	Ishares Core S&p 500 ETF	+0.3%	+12.93%	Add
7	TCAF	T Rowe Prc Cap Appreciation	+0.3%	+164.23%	Add
8	BRTR	Ishares Total Return Act ETF	+0.3%	+157.47%	Add
9	AMLP	Alerian Mlp ETF	+0.3%	+6.26%	Add
10	CGDV	Cap Group Dividend Value	+0.2%	+130.10%	Add
11	SHV	Ishares 0-1 Year Treasury Bo	+0.2%	+44.70%	Add
12	AVEM	Avantis Emerging Markets Eq	+0.2%	+105.27%	Add
13	BAI	Ishrs Ai In And Tech Act ETF	+0.2%	+18.56%	Add
14	CVX	Chevron CORP	+0.2%	+7.07%	Add
15	JMBS	Janus Henderson Mortg Backed	+0.1%	+124.48%	Add
16	SHLD	Global X Defense Tech ETF	+0.1%	+269.75%	Add
17	VZ	Verizon Communications INC	+0.1%	+23.29%	Add
18	AMT	American Tower CORP	+0.1%	+163.53%	Add
19	SPMO	Invesco S&p 500 Momentum ETF	+0.1%	+159.52%	Add
20	TLH	Ishares 10-20 Year Treasury	-0.1%	-11.70%	Trim
21	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.1%	-6.01%	Trim
22	VOO	Vanguard S&p 500 ETF	-0.1%	-38.52%	Trim
23	IYW	Ishares Ustechnology ETF	-0.1%	-19.44%	Trim
24	IWB	Ishares Russell 1000 ETF	-0.1%	-52.92%	Trim
25	NVDA	Nvidia CORP	-0.1%	-2.94%	Trim
26	TLT	Ishares 20+ Year Treasury Bd	-0.1%	-58.13%	Trim
27	LLY	Eli Lilly & Co	-0.1%	-2.01%	Trim
28	HIMU	Ishares High Yild Muni A ETF	-0.1%	-79.13%	Trim
29	AMZN	Amazon.com INC	-0.2%	-2.69%	Trim
30	IEMG	Ishares Core Msci Emerging	-0.2%	-13.84%	Trim
31	VXF	Vanguard Extended Market ETF	-0.3%	-81.75%	Trim
32	IAU	Ishares Gold Trust	-0.3%	-31.50%	Trim
33	IVE	Ishares S&p 500 Value ETF	-0.3%	-9.86%	Trim
34	IVW	Ishares S&p 500 Growth ETF	-0.4%	-6.01%	Trim
35	ITA	Ishares U.s. Aerospace & Def	-0.5%	-78.98%	Trim
36	MSFT	Microsoft CORP	-0.6%	-7.38%	Trim
37	AAPL	Apple INC	-0.6%	-0.98%	Trim
38	MUB	Ishares National Muni Bond E	-1.3%	-81.41%	Trim
39	OEF	Ishares S&p 100 ETF	-1.4%	-64.62%	Trim
40	BLCR	Ishares Lrg Cp Cr Act Etf-ui	—	NEW	New buy
41	IDEF	Ishares Def Industrials Act	—	NEW	New buy
42	LMUB	Ishares Lt National Muni Bd	—	NEW	New buy
43	IWM	Ishares Russell 2000 ETF	—	EXIT	Sold out
44	AZNN	Astrazeneca Plc-spons Adr	—	EXIT	Sold out
45	AZN	AstraZeneca PLC	—	NEW	New buy
46	EMB	Ishares Jp Morgan Usd Emergi	—	EXIT	Sold out
47	IWD	Ishares Russell 1000 Value E	—	EXIT	Sold out
48	AMCR	Amcor plc	—	NEW	New buy
49	PZA	Invesco National Amt-free Mu	—	NEW	New buy
50	GSK	Gsk Plc-spon Adr	—	EXIT	Sold out

Filing History

Period	Filed	Type	EDGAR
2026 Q1	2026-05-14	13F-HR	View on EDGAR
2025 Q4	2026-02-13	13F-HR	View on EDGAR
2025 Q3	2025-11-07	13F-HR	View on EDGAR
2025 Q2	2025-08-08	13F-HR	View on EDGAR
2025 Q1	2025-05-05	13F-HR	View on EDGAR
2024 Q4	2025-02-03	13F-HR	View on EDGAR
2024 Q3	2024-11-04	13F-HR	View on EDGAR
2024 Q2	2024-08-09	13F-HR	View on EDGAR
2024 Q1	2024-05-10	13F-HR	View on EDGAR
2023 Q4	2024-01-30	13F-HR	View on EDGAR
2023 Q3	2023-11-09	13F-HR	View on EDGAR
2023 Q2	2023-08-02	13F-HR	View on EDGAR
2023 Q1	2023-05-11	13F-HR	View on EDGAR
2022 Q4	2023-02-13	13F-HR	View on EDGAR
2022 Q3	2022-11-14	13F-HR	View on EDGAR
2022 Q2	2022-10-11	Amendment	View on EDGAR
2022 Q2	2022-08-15	13F-HR	View on EDGAR
2022 Q1	2022-05-10	13F-HR	View on EDGAR
2021 Q4	2022-02-14	13F-HR	View on EDGAR
2021 Q3	2021-11-12	13F-HR	View on EDGAR
2021 Q2	2021-08-16	13F-HR	View on EDGAR
2021 Q1	2021-05-18	13F-HR	View on EDGAR
2020 Q4	2021-02-11	13F-HR	View on EDGAR
2020 Q3	2020-12-01	Amendment	View on EDGAR
2020 Q3	2020-11-13	13F-HR	View on EDGAR
2020 Q2	2020-08-14	13F-HR	View on EDGAR
2020 Q1	2020-05-15	13F-HR	View on EDGAR
2019 Q4	2020-02-14	Amendment	View on EDGAR
2019 Q4	2020-02-12	13F-HR	View on EDGAR

FAQ

What is Wealth Alliance, LLC and what type of investor is it?

Wealth Alliance, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $1.0B, spread across 548 disclosed positions.

What are Wealth Alliance, LLC's largest equity positions?

Based on the latest 13F filing, Wealth Alliance, LLC's top holdings by market value are: 1. Apple INC (AAPL) — $85.9M (8.5%) 2. Ishares Core S&p 500 ETF (IVV) — $41.0M (4.0%) 3. Ishrs US E F R A Etf-usd INC (DYNF) — $31.9M (3.1%) 4. Ishares S&p 500 Value ETF (IVE) — $31.5M (3.1%) 5. Ishr Cr Unvrse Usd Bd Etf-ui (IUSB) — $26.0M (2.6%)

What changes did Wealth Alliance, LLC make in its most recent portfolio filing?

In the latest reported quarter, Wealth Alliance, LLC made 50 notable position adjustments: 6 new positions were initiated, 19 existing holdings were added to, 20 positions were partially reduced, and 5 were completely exited. The largest of these moves: New buy: Ishares Lrg Cp Cr Act Etf-ui (BLCR); New buy: Ishares Def Industrials Act (IDEF); New buy: Ishares Lt National Muni Bd (LMUB); Sold out: Ishares Russell 2000 ETF (IWM); Sold out: Astrazeneca Plc-spons Adr (AZNN)

What sectors does Wealth Alliance, LLC focus on?

Wealth Alliance, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 38.5% • Financials: 11.0% • Health Care: 10.3% • Consumer Discretionary: 7.4% • Industrials: 7.4% • Communication Services: 7.3%

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Wealth Alliance, LLC — Inside Their 13F Portfolio (Q1 2026): Charts & AI Insights

CIK: 0001793904

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$1.0B

Reporting period: 2026-03-31 · Number of holdings: 548

WEALTH ALLIANCE, LLC disclosed 548 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.0B and a quarterly turnover rate of 26.0%.

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Personality snowflake

Concentration: 6.44
Portfolio Stability: 26.02
Momentum/Contrarian: 100
Sector conviction: 58.52
Diversification: 100
Sizing Uniformity: 72

Position sizes vary widely across the portfolio (a coefficient of variation of 2.80), with a handful of outsized bets alongside many smaller positions.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/13f/wealth-alliance-llc

Recent moves

View source Form 13F filing on SEC.gov

Trim OEF
-64.6%　-$14.7M
Trim MUB
-81.4%　-$13.0M
Add EFG
+1001.6%　$10.2M
Add GOVT
+1115.2%　$8.1M
Trim AAPL
-1.0%　-$7.0M
Trim MSFT
-7.4%　-$5.9M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

View source Form 13F filing on SEC.gov

Showing top 200 holdings (of 548 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	AAPL	Apple INC	Stock-Tech	8.49%	-0.61%	-0.98%
2	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	4.05%	+0.32%	+12.93%
3	DYNF	Ishrs US E F R A Etf-usd INC	ETF-Other	3.15%	—	+5.74%
4	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	3.11%	-0.32%	-9.86%
5	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-Other	2.56%	+0.38%	+17.49%
6	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	2.43%	-0.37%	-6.01%
7	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	2.02%	-0.22%	-13.84%
8	EFV	Ishares Msci Eafe Value ETF	ETF-Other	1.88%	—	-3.61%
9	AMLP	Alerian Mlp ETF	ETF-Other	1.52%	+0.25%	+6.26%
10	MSFT	Microsoft CORP	Stock-Tech	1.43%	-0.57%	-7.38%
11	NVDA	Nvidia CORP	Stock-Tech	1.27%	-0.11%	-2.94%
12	AMZN	Amazon.com INC	Stock-Consumer Disc	1.22%	-0.15%	-2.69%
13	THRO	Ishares U.s. Thematic Rotati	ETF-Other	1.21%	—	+14.67%
14	QUAL	Ishares Msci USA Quality Fac	ETF-Other	1.19%	—	+7.24%
15	EFG	Ishares Msci Eafe Growth ETF	ETF-Other	1.11%	+1.01%	+1001.62%
16	BAI	Ishrs Ai In And Tech Act ETF	ETF-Tech	1.08%	+0.17%	+18.56%
17	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.95%	-0.10%	-6.01%
18	IAU	Ishares Gold Trust	ETF-Commodities	0.88%	-0.29%	-31.50%
19	GOVT	Ishares US Treasury Bond ETF	ETF-Gov Bonds	0.87%	+0.80%	+1115.25%
20	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.87%	—	-0.15%
21	AVGO	Broadcom INC	Stock-Tech	0.79%	—	+3.25%
22	TLH	Ishares 10-20 Year Treasury	ETF-Gov Bonds	0.78%	-0.10%	-11.70%
23	META	Meta Platforms Inc-class A	Stock-Comm Services	0.77%	—	+7.57%
24	BLCR	Ishares Lrg Cp Cr Act Etf-ui	ETF-Other	0.75%	+0.75%	NEW
25	OEF	Ishares S&p 100 ETF	ETF-Other	0.71%	-1.43%	-64.62%
26	MTUM	Ishares Msci USA Momentum Fa	ETF-Other	0.71%	—	-5.50%
27	LLY	Eli Lilly & Co	Stock-Healthcare	0.70%	-0.13%	-2.01%
28	VNQ	Vanguard Real Estate ETF	ETF-Other	0.68%	—	+14.25%
29	SHV	Ishares 0-1 Year Treasury Bo	ETF-Gov Bonds	0.68%	+0.21%	+44.70%
30	IDEF	Ishares Def Industrials Act	ETF-Other	0.67%	+0.67%	NEW
31	TOUS	T Rowe Prc International Eq	ETF-Other	0.66%	+0.46%	+233.60%
32	TSM	Taiwan Semiconductor-sp Adr	Stock-Tech	0.63%	—	-2.54%
33	MBB	Ishares Mbs ETF	ETF-Other	0.61%	—	+6.58%
34	BINC	Ishares Flex I A Etf-usd INC	ETF-Other	0.56%	—	-12.31%
35	XOM	Exxon Mobil CORP	Stock-Energy	0.54%	—	-19.68%
36	AOA	Ishares Core 80/20 Aggressiv	ETF-Other	0.53%	—	-1.50%
37	CVX	Chevron CORP	Stock-Energy	0.50%	+0.16%	+7.07%
38	ANET	Arista Networks INC	Stock-Tech	0.48%	—	+1.14%
39	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.47%	—	+4.96%
40	TCAF	T Rowe Prc Cap Appreciation	ETF-Other	0.47%	+0.28%	+164.23%
41	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	0.47%	—	-9.82%
42	JPM	Jpmorgan Chase & Co	Stock-Financials	0.47%	—	-5.20%
43	ABBV	Abbvie INC	Stock-Healthcare	0.45%	—	-4.49%
44	IAGG	Ishares Intl Aggregate Bond	ETF-Other	0.44%	—	+10.27%
45	BRTR	Ishares Total Return Act ETF	ETF-Other	0.42%	+0.26%	+157.47%
46	VB	Vanguard Small-cap ETF	ETF-Other	0.41%	—	-9.30%
47	CGDV	Cap Group Dividend Value	ETF-Other	0.41%	+0.23%	+130.10%
48	LMUB	Ishares Lt National Muni Bd	ETF-Other	0.41%	+0.41%	NEW
49	JNJ	Johnson & Johnson	Stock-Healthcare	0.41%	—	-26.03%
50	AMGN	Amgen INC	Stock-Healthcare	0.40%	—	-14.45%

1–50 of 200

Portfolio Performance

Performance for Q3 2026

+3.7%

Performance Last 4 Quarters

+20.7%

Based on 74% of reported portfolio value with available pricing

Stdev: +10.9%
Beta: +0.8
Alpha: -0.1%
Max Drawdown: -6.8%
Annualized Perf: +15%
Batting Avg vs S&P: +33.3%
Sortino: +2.58
Stutzer: +0.39
Treynor: +0.18
Sterling: +0.94
Calmar: +2.21
Information Ratio: -0.93
Tracking Error: +4.2%
Stdev Down: +5.7%
Winning Months %: +63.9%
Losing Months %: +36.1%
Best 12 Months: +29.4%
Worst 12 Months: +9.7%
Efficiency Ratio: +0.52
Sharpe: +1.34
Stdev Sectors: +9.7%
Skewness: -0.07
Kurtosis: -0.16
Upside Potential: +4.23

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026 Q1	548	$1.0B	26	1AAPL 2IVV 3DYNF Top holdings2026 Q1 1.AAPL 2.IVV 3.DYNF 4.IVE 5.IUSB 6.IVW 7.IEMG 8.EFV 9.AMLP 10.MSFT
2025 Q4	551	$1.0B	18	1AAPL 2IVV 3IVE Top holdings2025 Q4 1.AAPL 2.IVV 3.IVE 4.DYNF 5.IVW 6.IEMG 7.IUSB 8.OEF 9.MSFT 10.EFV
2025 Q3	554	$972.2M	36	1AAPL 2IVV 3DYNF Top holdings2025 Q3 1.AAPL 2.IVV 3.DYNF 4.IVE 5.IVW 6.MSFT 7.IUSB 8.QUAL 9.EFV 10.OEF
2025 Q2	542	$895.4M	0	1AAPL 2IVV 3IVW Top holdings2025 Q2 1.AAPL 2.IVV 3.IVW 4.IUSB 5.EFV 6.DYNF 7.QUAL 8.MSFT 9.IVE 10.IEMG
2025 Q1	516	$826.4M	100	1AAPL 2IVV 3IUSB Top holdings2025 Q1 1.AAPL 2.IVV 3.IUSB 4.QUAL 5.DYNF 6.IVW 7.MSFT 8.IVE 9.EFV 10.AMLP
2024 Q4	491	$836.3M	0	1AAPL 2IVV 3IVW Top holdings2024 Q4 1.AAPL 2.IVV 3.IVW 4.IUSB 5.DYNF 6.QUAL 7.IVE 8.MSFT 9.EFV 10.AMLP
2024 Q3	521	$837.4M	0	1AAPL 2IVV 3IUSB Top holdings2024 Q3 1.AAPL 2.IVV 3.IUSB 4.IVW 5.MSFT 6.DYNF 7.IVE 8.QUAL 9.EFV 10.AMZN
2024 Q2	511	$774.4M	0	1AAPL 2IVV 3IVW Top holdings2024 Q2 1.AAPL 2.IVV 3.IVW 4.IUSB 5.MSFT 6.DYNF 7.QUAL 8.IVE 9.AMZN 10.EFG
2024 Q1	516	$762.3M	0	1AAPL 2IVV 3IUSB Top holdings2024 Q1 1.AAPL 2.IVV 3.IUSB 4.MSFT 5.IVE 6.IVW 7.QUAL 8.DYNF 9.AMZN 10.EFV
2023 Q4	510	$713.2M	0	1AAPL 2IVV 3MSFT Top holdings2023 Q4 1.AAPL 2.IVV 3.MSFT 4.IUSB 5.QUAL 6.EFV 7.AMZN 8.ESGU 9.IVW 10.AMLP
2023 Q3	488	$634.1M	0	1AAPL 2IVV 3IUSB Top holdings2023 Q3 1.AAPL 2.IVV 3.IUSB 4.MSFT 5.EFV 6.QUAL 7.EFG 8.AMZN 9.SHV 10.ESGU
2023 Q2	510	$668.8M	0	1AAPL 2IVV 3MSFT Top holdings2023 Q2 1.AAPL 2.IVV 3.MSFT 4.QUAL 5.IUSB 6.EFG 7.ESGU 8.AMZN 9.EFV 10.SPY
2023 Q1	500	$617.3M	0	1AAPL 2IVV 3IUSB Top holdings2023 Q1 1.AAPL 2.IVV 3.IUSB 4.QUAL 5.MSFT 6.SHV 7.EFG 8.ESGU 9.EFV 10.AMZN
2022 Q4	851	$563.2M	0	1AAPL 2IVV 3ESGU Top holdings2022 Q4 1.AAPL 2.IVV 3.ESGU 4.SHV 5.MSFT 6.IUSB 7.EFV 8.MINT 9.SPY 10.AMLP
2022 Q3	753	$506.7M	0	1AAPL 2IVV 3ESGU Top holdings2022 Q3 1.AAPL 2.IVV 3.ESGU 4.MSFT 5.IUSB 6.SHV 7.MINT 8.AMZN 9.EFV 10.GOVT
2022 Q2	764	$521.1M	0	1AAPL 2IVV 3ESGU Top holdings2022 Q2 1.AAPL 2.IVV 3.ESGU 4.MSFT 5.EFV 6.SPY 7.IUSB 8.MINT 9.AMZN 10.EFA
2022 Q1	694	$489.2M	0	1IVV 2AAPL 3ESGU Top holdings2022 Q1 1.IVV 2.AAPL 3.ESGU 4.MSFT 5.EFV 6.SPY 7.AMZN 8.MINT 9.IUSB 10.AMLP
2021 Q4	793	$497.3M	0	1AAPL 2IVV 3ESGU Top holdings2021 Q4 1.AAPL 2.IVV 3.ESGU 4.VNQ 5.MSFT 6.EFV 7.SPY 8.EFG 9.IJR 10.AMZN
2021 Q3	691	$445.3M	0	1AAPL 2IVV 3ESGU Top holdings2021 Q3 1.AAPL 2.IVV 3.ESGU 4.VNQ 5.SPY 6.MSFT 7.EFV 8.AMZN 9.TIP 10.IJR
2021 Q2	423	$424.7M	100	1AAPL 2IVV 3VNQ Top holdings2021 Q2 1.AAPL 2.IVV 3.VNQ 4.ESGU 5.SPY 6.MSFT 7.AMZN 8.IJR 9.AMLP 10.EFV
2021 Q1	433	$357.0M	22	1AAPL 2IVV 3VNQ Top holdings2021 Q1 1.AAPL 2.IVV 3.VNQ 4.SPY 5.MSFT 6.IJR 7.AMZN 8.AMLP 9.IVE 10.IJH
2020 Q4	565	$339.4M	31	1AAPL 2IVV 3VNQ Top holdings2020 Q4 1.AAPL 2.IVV 3.VNQ 4.MSFT 5.SPY 6.AMLP 7.AMZN 8.IVW 9.IVE 10.IEFA
2020 Q3	335	$278.2M	20	1AAPL 2IVV 3MSFT Top holdings2020 Q3 1.AAPL 2.IVV 3.MSFT 4.SPY 5.AMZN 6.IVW 7.TIP 8.IEFA 9.IEF 10.SHV
2020 Q2	301	$253.1M	62	1AAPL 2IVV 3SHV Top holdings2020 Q2 1.AAPL 2.IVV 3.SHV 4.MSFT 5.SHY 6.SPY 7.IVW 8.AMZN 9.AMLP 10.TIP
2020 Q1	232	$185.5M	87	1SPY 2AAPL 3TIP Top holdings2020 Q1 1.SPY 2.AAPL 3.TIP 4.IEF 5.EFA 6.MSFT 7.TOTL 8.AMLPUSD 9.AMZN 10.IAUUSD
2019 Q4	87	$140.7M	—	1AAPL 2TIP 3SPY Top holdings2019 Q4 1.AAPL 2.TIP 3.SPY 4.VEA 5.VNQ 6.MSFT 7.IEF 8.FTGC 9.IVE 10.IVW

Holding changes this quarter

View source Form 13F filing on SEC.gov

Position changes disclosed by Wealth Alliance, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	EFG	Ishares Msci Eafe Growth ETF	+1%	+1001.62%	Add
2	GOVT	Ishares US Treasury Bond ETF	+0.8%	+1115.25%	Add
3	TOUS	T Rowe Prc International Eq	+0.5%	+233.60%	Add
4	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	+0.4%	+17.49%	Add
5	MINT	Pimco Enhanced Short Maturit	+0.3%	+1234.51%	Add
6	IVV	Ishares Core S&p 500 ETF	+0.3%	+12.93%	Add
7	TCAF	T Rowe Prc Cap Appreciation	+0.3%	+164.23%	Add
8	BRTR	Ishares Total Return Act ETF	+0.3%	+157.47%	Add
9	AMLP	Alerian Mlp ETF	+0.3%	+6.26%	Add
10	CGDV	Cap Group Dividend Value	+0.2%	+130.10%	Add
11	SHV	Ishares 0-1 Year Treasury Bo	+0.2%	+44.70%	Add
12	AVEM	Avantis Emerging Markets Eq	+0.2%	+105.27%	Add
13	BAI	Ishrs Ai In And Tech Act ETF	+0.2%	+18.56%	Add
14	CVX	Chevron CORP	+0.2%	+7.07%	Add
15	JMBS	Janus Henderson Mortg Backed	+0.1%	+124.48%	Add
16	SHLD	Global X Defense Tech ETF	+0.1%	+269.75%	Add
17	VZ	Verizon Communications INC	+0.1%	+23.29%	Add
18	AMT	American Tower CORP	+0.1%	+163.53%	Add
19	SPMO	Invesco S&p 500 Momentum ETF	+0.1%	+159.52%	Add
20	TLH	Ishares 10-20 Year Treasury	-0.1%	-11.70%	Trim
21	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.1%	-6.01%	Trim
22	VOO	Vanguard S&p 500 ETF	-0.1%	-38.52%	Trim
23	IYW	Ishares Ustechnology ETF	-0.1%	-19.44%	Trim
24	IWB	Ishares Russell 1000 ETF	-0.1%	-52.92%	Trim
25	NVDA	Nvidia CORP	-0.1%	-2.94%	Trim
26	TLT	Ishares 20+ Year Treasury Bd	-0.1%	-58.13%	Trim
27	LLY	Eli Lilly & Co	-0.1%	-2.01%	Trim
28	HIMU	Ishares High Yild Muni A ETF	-0.1%	-79.13%	Trim
29	AMZN	Amazon.com INC	-0.2%	-2.69%	Trim
30	IEMG	Ishares Core Msci Emerging	-0.2%	-13.84%	Trim
31	VXF	Vanguard Extended Market ETF	-0.3%	-81.75%	Trim
32	IAU	Ishares Gold Trust	-0.3%	-31.50%	Trim
33	IVE	Ishares S&p 500 Value ETF	-0.3%	-9.86%	Trim
34	IVW	Ishares S&p 500 Growth ETF	-0.4%	-6.01%	Trim
35	ITA	Ishares U.s. Aerospace & Def	-0.5%	-78.98%	Trim
36	MSFT	Microsoft CORP	-0.6%	-7.38%	Trim
37	AAPL	Apple INC	-0.6%	-0.98%	Trim
38	MUB	Ishares National Muni Bond E	-1.3%	-81.41%	Trim
39	OEF	Ishares S&p 100 ETF	-1.4%	-64.62%	Trim
40	BLCR	Ishares Lrg Cp Cr Act Etf-ui	—	NEW	New buy
41	IDEF	Ishares Def Industrials Act	—	NEW	New buy
42	LMUB	Ishares Lt National Muni Bd	—	NEW	New buy
43	IWM	Ishares Russell 2000 ETF	—	EXIT	Sold out
44	AZNN	Astrazeneca Plc-spons Adr	—	EXIT	Sold out
45	AZN	AstraZeneca PLC	—	NEW	New buy
46	EMB	Ishares Jp Morgan Usd Emergi	—	EXIT	Sold out
47	IWD	Ishares Russell 1000 Value E	—	EXIT	Sold out
48	AMCR	Amcor plc	—	NEW	New buy
49	PZA	Invesco National Amt-free Mu	—	NEW	New buy
50	GSK	Gsk Plc-spon Adr	—	EXIT	Sold out

Filing History

Period	Filed	Type	EDGAR
2026 Q1	2026-05-14	13F-HR	View on EDGAR
2025 Q4	2026-02-13	13F-HR	View on EDGAR
2025 Q3	2025-11-07	13F-HR	View on EDGAR
2025 Q2	2025-08-08	13F-HR	View on EDGAR
2025 Q1	2025-05-05	13F-HR	View on EDGAR
2024 Q4	2025-02-03	13F-HR	View on EDGAR
2024 Q3	2024-11-04	13F-HR	View on EDGAR
2024 Q2	2024-08-09	13F-HR	View on EDGAR
2024 Q1	2024-05-10	13F-HR	View on EDGAR
2023 Q4	2024-01-30	13F-HR	View on EDGAR
2023 Q3	2023-11-09	13F-HR	View on EDGAR
2023 Q2	2023-08-02	13F-HR	View on EDGAR
2023 Q1	2023-05-11	13F-HR	View on EDGAR
2022 Q4	2023-02-13	13F-HR	View on EDGAR
2022 Q3	2022-11-14	13F-HR	View on EDGAR
2022 Q2	2022-10-11	Amendment	View on EDGAR
2022 Q2	2022-08-15	13F-HR	View on EDGAR
2022 Q1	2022-05-10	13F-HR	View on EDGAR
2021 Q4	2022-02-14	13F-HR	View on EDGAR
2021 Q3	2021-11-12	13F-HR	View on EDGAR
2021 Q2	2021-08-16	13F-HR	View on EDGAR
2021 Q1	2021-05-18	13F-HR	View on EDGAR
2020 Q4	2021-02-11	13F-HR	View on EDGAR
2020 Q3	2020-12-01	Amendment	View on EDGAR
2020 Q3	2020-11-13	13F-HR	View on EDGAR
2020 Q2	2020-08-14	13F-HR	View on EDGAR
2020 Q1	2020-05-15	13F-HR	View on EDGAR
2019 Q4	2020-02-14	Amendment	View on EDGAR
2019 Q4	2020-02-12	13F-HR	View on EDGAR

FAQ

What is Wealth Alliance, LLC and what type of investor is it?

What are Wealth Alliance, LLC's largest equity positions?

What changes did Wealth Alliance, LLC make in its most recent portfolio filing?

What sectors does Wealth Alliance, LLC focus on?

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