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Wealth Alliance
CIK:0001793904
Investment Adviser
$2B AUM
542 holdings
Melville, NY, USA
The Wealth Alliance is a registered investment advisory firm with the U.S. Securities and Exchange Commission, operating as certified financial planners and certified public accountants.
Latest 13F Filing Activity
Wealth Alliance filed their most recent 13F report on Jun 30, 2025 disclosing 532 equity positions with a total 13F market value of $895M. The fund increased holdings in Blackrock Etf Trust, Ishares Inc., Ishares TR among other positions. Wealth Alliance reduced exposure to Ishares TR, Apple Inc., Ishares Inc. among others.
Top Holdings
Equity Positions (532)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 7.94% | $71.1M | 346,321 | $113.18 | $205.17 | -$6.9M |
I IVV | ISHARES TR | 3.91% | $35.0M | 56,410 | $399.61 | $620.90 | -$14.8M |
I IVW | ISHARES TR | 2.74% | $24.6M | 222,982 | $84.85 | $110.10 | +$6.6M |
I IUSB | ISHARES TR | 2.63% | $23.6M | 510,224 | $47.28 | $46.23 | +$152.0K |
E EFV | ISHARES TR | 2.44% | $21.8M | 343,950 | $55.97 | $63.48 | +$6.9M |
Industry Allocation
ELECTRONIC COMPUTERS
+9.0%
SERVICES-PREPACKAGED SOFTWARE
+4.1%
SEMICONDUCTORS & RELATED DEVICES
+3.4%
PHARMACEUTICAL PREPARATIONS
+3.1%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+2.8%
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Investment Analyst and Financial Planning Associate | Rockville Centre, NY , United States |
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