WEALTH ALLIANCE, LLC: 13F holdings
CIK 17939042026Q2
| Positions | 573 |
|---|---|
| Reported value | $1.2bn |
| Filed | 2026-08-11 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AAPL APPLE INC | 371,628 | $107.5m | 9.0% |
| IVV ISHARES TR | 83,512 | $62.5m | 5.2% |
| DYNF BLACKROCK ETF TRUST | 672,554 | $45.7m | 3.8% |
| IWF ISHARES TR | 320,489 | $44.1m | 3.7% |
| IUSB ISHARES TR | 833,658 | $38.5m | 3.2% |
| IVE ISHARES TR | 123,223 | $28.0m | 2.3% |
| IEMG ISHARES INC | 207,460 | $17.2m | 1.4% |
| MSFT MICROSOFT CORP | 44,670 | $16.7m | 1.4% |
| BAI BLACKROCK ETF TRUST | 308,224 | $16.2m | 1.4% |
| NVDA NVIDIA CORPORATION | 74,209 | $14.8m | 1.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1793904")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.