Institutions / Wealth Alliance, LLC
Wealth Alliance, LLC
CIK 1793904 · Institution · as of Dec 31, 2025
Portfolio value
$1.02B
Positions
551
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 551 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $92.98M | 9.1% |
| iShares Tr | $38.10M | 3.7% |
| iShares Tr | $35.06M | 3.4% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $31.55M | 3.1% |
| iShares Tr | $28.57M | 2.8% |
| iShares Inc | $22.89M | 2.2% |
| iShares Tr | $22.27M | 2.2% |
| iShares Tr | $21.84M | 2.1% |
| Microsoft Corp | $20.43M | 2.0% |
| iShares Tr | $19.00M | 1.9% |
| iShares Tr | $15.96M | 1.6% |
| NVIDIA Corp | $14.12M | 1.4% |
| Amazon.com Inc | $14.03M | 1.4% |
| Alps ETF Tr | $12.93M | 1.3% |
| iShares Gold Tr | $11.97M | 1.2% |
| iShares MSCI UAE ETF | $11.60M | 1.1% |
| BlackRock ETF Trust | $11.41M | 1.1% |
| SPDR S&P 500 ETF Tr | $10.75M | 1.1% |
| Alphabet Inc. | $9.63M | 0.9% |
| BlackRock ETF Trust | $9.29M | 0.9% |
| iShares Tr | $9.04M | 0.9% |
| Broadcom Inc. | $8.61M | 0.8% |
| ELI LILLY & Co | $8.46M | 0.8% |
| Meta Platforms Inc | $8.41M | 0.8% |
| iShares MSCI UAE ETF | $7.89M | 0.8% |
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.