Institutions / Wealth Alliance Advisory Group, LLC
Wealth Alliance Advisory Group, LLC
CIK 1735734 · Institution · as of Dec 31, 2025
Portfolio value
$584.03M
Positions
197
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 197 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $54.69M | 9.4% |
| Vanguard Index Fds | $38.84M | 6.7% |
| Fidelity Merrimack Str Tr | $34.92M | 6.0% |
| Fidelity Covington Trust | $30.61M | 5.2% |
| PIMCO ETF Tr | $30.57M | 5.2% |
| Vanguard Index Fds | $29.36M | 5.0% |
| SPDR Index Shs Fds | $17.53M | 3.0% |
| SPDR S&P Midcap 400 ETF Tr | $15.39M | 2.6% |
| J P Morgan Exchange Traded F | $13.09M | 2.2% |
| Vanguard Index Fds | $12.88M | 2.2% |
| Apple Inc. | $12.57M | 2.2% |
| NVIDIA Corp | $11.69M | 2.0% |
| J P Morgan Exchange Traded F | $10.12M | 1.7% |
| PIMCO ETF Tr | $9.98M | 1.7% |
| Microsoft Corp | $9.49M | 1.6% |
| SPDR Series Trust | $8.69M | 1.5% |
| SPDR Series Trust | $8.28M | 1.4% |
| First Tr Exchange-Traded Alp | $7.05M | 1.2% |
| SPDR Index Shs Fds | $6.81M | 1.2% |
| Alphabet Inc. | $6.78M | 1.2% |
| Amazon.com Inc | $6.58M | 1.1% |
| ELI LILLY & Co | $6.56M | 1.1% |
| Exxon Mobil Corp | $6.06M | 1.0% |
| Broadcom Inc. | $5.93M | 1.0% |
| Walmart Inc. | $5.80M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.