account_balance

Investment manager · 13F filer · SEC CIK 1793904

Wealth Alliance, LLC

Reported value$1.25Bas of Sep 30, 2026

Positions567 47 new, 53 sold out

Top 10 weight35.6%AAPL alone is 10%

FiledNov 1344 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

AAPLApple Inc.

9.9%

IVViShares Tr

5.0%

IVWiShares Tr

4.2%Added +16%

DYNFBlackRock ETF Trust

4.1%Added +10%

IUSBiShares Tr

4.1%Added +38%

IVEiShares Tr

2.1%−5%

MSFTMicrosoft Corp

1.8%

TOUST Rowe Price Exchange-Traded

1.6%Added +78%

NVDANVIDIA Corp

1.3%

COROBlackRock ETF Trust

1.3%

CGDVCapital Group Dividend Value

1.3%+37%

GOVTiShares Tr

1.2%

AAPLApple Inc.

9.9%

IVViShares Tr

5.0%

IVWiShares Tr

4.2%+16%

DYNFBlackRock ETF Trust

4.1%+10%

IUSBiShares Tr

4.1%Added +38%

IVE2.1%

MSFTMicrosoft Corp

1.8%

TOUS1.6%

NVDA

CORO

CGDV

GOVT

Boxes 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

AAPL Apple Inc. 9.9% Held

IVV iShares Tr 5.0% Held

IVW iShares Tr 4.2% Added +16%

DYNF BlackRock ETF Trust 4.1% Added +10%

IUSB iShares Tr 4.1% Added +38%

IVE iShares Tr 2.1% Trimmed −5%

MSFT Microsoft Corp 1.8% Held

TOUS T Rowe Price Exchange-Traded 1.6% Added +78%

NVDA NVIDIA Corp 1.3% Held

CORO BlackRock ETF Trust 1.3% Added +104%

CGDV Capital Group Dividend Value 1.3% Added +37%

GOVT iShares Tr 1.2% Added +25%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Aug 11, 2026 filing

add_circleNew

CGBL $3.22M
VMRK $631K
NDAQ $558K
SKHY $523K

arrow_upwardAdded

ACWX +772%
CORO +104%
VTEB +95%
TOUS +78%

arrow_downwardTrimmed

IEMG −41%
VNQ −38%
LMUB −33%
VB −28%

remove_circleSold out

MBB $6.64M
SPMO $3.96M
IWD $1.81M
IWM $1.69M

Wealth Alliance, LLC

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Where the money is

Biggest moves since Jun 30, 2026

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