account_balance
Investment manager · 13F filer · SEC CIK 1735734
Wealth Alliance Advisory Group, LLC
Reported value$712Mas of Sep 30, 2026
Positions204 16 new, 15 sold out
Top 10 weight47.8%IVV alone is 9%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
9.3%Added +3%
FENIFidelity Covington Trust
8.1%Added +5%
VTVVanguard Index FDS
6.2%Added +3%
VUGVanguard Index FDS
5.6%Added +3%
PYLDPimco ETF Tr
4.7%
FBNDFidelity Merrimack STR Tr
4.1%
TRSYDBX ETF Tr
3.1%Added +19%
AAPLApple Inc.
2.3%Added +3%
VTIVanguard Index FDS
2.2%+2%
MUNIPimco ETF Tr
2.1%
JMUBJ P Morgan Exchange Traded F
2.1%−3%
NVDANVIDIA Corp
2.0%+2%
IVViShares Tr
9.3%Added +3%
FENIFidelity Covington Trust
8.1%Added +5%
VTVVanguard Index FDS
6.2%+3%
VUGVanguard Index FDS
5.6%+3%
PYLDPimco ETF Tr
4.7%
FBNDFidelity Merrimack STR Tr
4.1%
TRSYDBX ETF Tr
3.1%
VTI2.2%
MUNI
JMUB
NVDABoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 9.3% Added +3%
FENI Fidelity Covington Trust 8.1% Added +5%
VTV Vanguard Index FDS 6.2% Added +3%
VUG Vanguard Index FDS 5.6% Added +3%
PYLD Pimco ETF Tr 4.7% Held
FBND Fidelity Merrimack STR Tr 4.1% Held
TRSY DBX ETF Tr 3.1% Added +19%
AAPL Apple Inc. 2.3% Added +3%VTI Vanguard Index FDS 2.2% Added +2%
MUNI Pimco ETF Tr 2.1% Held
JMUB J P Morgan Exchange Traded F 2.1% Trimmed −3%
NVDA NVIDIA Corp 2.0% Added +2%What changed
Biggest moves since Jun 30, 2026
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