Wealth Alliance Advisory Group, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1735734
Institutional-grade research for retail investors
13F Reported Value
ⓘ$631.6M
Holdings
197
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Wealth Alliance Advisory Group, LLC disclosed 197 positions worth $631.6M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 9 new positions and exited 5 and a full exit from $UBER. The portfolio is most concentrated in Other (65.2% of disclosed assets). All figures are sourced directly from Wealth Alliance Advisory Group, LLC’s Form 13F-HR filing with the SEC under CIK 1735734.
AI Fund Analysis
StableISHARES TR
8.7% weight
Held 9 quarters
FIDELITY COVINGTON TRUST
7.8% weight
Held 5 quarters
VANGUARD INDEX FDS
6.1% weight
Held 9 quarters
PIMCO ETF TR
5.5% weight
Held 9 quarters
FIDELITY MERRIMACK STR TR
5.0% weight
Held 9 quarters
PIMCO ETF TR
8 quarters accumulating
$HD8 quarters accumulating
$NZF8 quarters accumulating
$VKQ8 quarters accumulating
$ABBV7 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsEnergyConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR
—Quality
$55.1M84,385 shFIDELITY COVINGTON TRUST
—Quality
$49.2M1,321,950 shVANGUARD INDEX FDS
—Quality
$38.7M197,172 shPIMCO ETF TR
—Quality
$34.4M1,313,829 shFIDELITY MERRIMACK STR TR
—Quality
$31.3M687,028 shVANGUARD INDEX FDS
—Quality
$31.2M71,341 shJ P MORGAN EXCHANGE TRADED F
—Quality
$15.8M316,909 shPIMCO ETF TR
—Quality
$15.7M300,458 shJ P MORGAN EXCHANGE TRADED F
—Quality
$14.9M322,299 shFIDELITY MERRIMACK STR TR
—Quality
$14.4M284,394 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $55.1M | 84,385 |
| FIDELITY COVINGTON TRUST | — | $49.2M | 1,321,950 |
| VANGUARD INDEX FDS | — | $38.7M | 197,172 |
| PIMCO ETF TR | — | $34.4M | 1,313,829 |
| FIDELITY MERRIMACK STR TR | — | $31.3M | 687,028 |
| VANGUARD INDEX FDS | — | $31.2M | 71,341 |
| J P MORGAN EXCHANGE TRADED F | — | $15.8M | 316,909 |
| PIMCO ETF TR | — | $15.7M | 300,458 |
| J P MORGAN EXCHANGE TRADED F | — | $14.9M | 322,299 |
| FIDELITY MERRIMACK STR TR | — | $14.4M | 284,394 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Wealth Alliance Advisory Group, LLC's 197 positions.
Showing top 10 of 197 holdings.
Sector Allocation
Other
$411.6M
Technology
$66.0M
Financials
$40.9M
Energy
$34.5M
Consumer Discretionary
$25.2M
Healthcare
$19.4M
Industrials
$15.6M
Consumer Staples
$7.6M
Full Holdings — Wealth Alliance Advisory Group, LLC (Q1 2026)
All 197 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR | $55.1M | 8.7% | +6% | — |
| 2 | — | FIDELITY COVINGTON TRUST | $49.2M | 7.8% | +58% | — |
| 3 | — | VANGUARD INDEX FDS | $38.7M | 6.1% | -3% | — |
| 4 | — | PIMCO ETF TR | $34.4M | 5.5% | +15% | — |
| 5 | — | FIDELITY MERRIMACK STR TR | $31.3M | 5.0% | -9% | — |
| 6 | — | VANGUARD INDEX FDS | $31.2M | 4.9% | +19% | — |
| 7 | — | J P MORGAN EXCHANGE TRADED F | $15.8M | 2.5% | +58% | — |
| 8 | — | PIMCO ETF TR | $15.7M | 2.5% | +58% | — |
| 9 | — | J P MORGAN EXCHANGE TRADED F | $14.9M | 2.4% | +14% | — |
| 10 | — | FIDELITY MERRIMACK STR TR | $14.4M | 2.3% | -63% | — |
| 11 | — | DBX ETF TR | $13.8M | 2.2% | NEW | — |
| 12 | — | VANGUARD INDEX FDS | $13.1M | 2.1% | +6% | — |
| 13 |  $AAPL | Apple Inc. | $11.8M | 1.9% | +1% | 76.1 |
| 14 | — | DBX ETF TR | $11.1M | 1.8% | NEW | — |
| 15 |  $NVDA | NVIDIA CORP | $10.5M | 1.7% | -4% | 90.2 |
| 16 |  $XOM | EXXON MOBIL CORP | $8.6M | 1.4% | +0% | 61.8 |
| 17 |  $MSFT | MICROSOFT CORP | $7.9M | 1.3% | +9% | 83.7 |
| 18 | — | AMERICAN CENTY ETF TR | $7.6M | 1.2% | NEW | — |
| 19 | — | PIMCO ETF TR | $7.6M | 1.2% | -93% | — |
| 20 | — | FIRST TR EXCHANGE-TRADED ALP | $7.1M | 1.1% | -4% | — |
| 21 | — | SPDR INDEX SHS FDS | $6.8M | 1.1% | -1% | — |
| 22 | — | SPDR SERIES TRUST | $6.7M | 1.1% | -15% | — |
| 23 |  $WMT | Walmart Inc. | $6.6M | 1.0% | +1% | 63.2 |
| 24 |  $AMZN | AMAZON COM INC | $6.1M | 1.0% | +3% | 74.6 |
| 25 |  $BRK.B | BERKSHIRE HATHAWAY INC | $5.6M | 0.9% | +3% | 64.5 |
| 26 |  $GOOGL | Alphabet Inc. | $5.5M | 0.9% | -11% | 80.2 |
| 27 |  $LLY | ELI LILLY & Co | $5.5M | 0.9% | -3% | 89.3 |
| 28 | — | FRANKLIN TEMPLETON ETF TR | $5.2M | 0.8% | +27% | — |
| 29 |  $WMB | WILLIAMS COMPANIES, INC. | $5.1M | 0.8% | +0% | 72.8 |
| 30 |  $AVGO | Broadcom Inc. | $5.1M | 0.8% | -5% | 86.4 |
| 31 |  $BAC | BANK OF AMERICA CORP /DE/ | $4.7M | 0.7% | +16% | 68.4 |
| 32 |  $JPM | JPMORGAN CHASE & CO | $4.3M | 0.7% | +2% | 35.6 |
| 33 |  $RTX | RTX Corp | $4.2M | 0.7% | -0% | 70 |
| 34 |  $META | Meta Platforms, Inc. | $4.2M | 0.7% | +19% | 80.9 |
| 35 |  $JNJ | JOHNSON & JOHNSON | $3.9M | 0.6% | +83% | 72.8 |
| 36 |  $CVX | CHEVRON CORP | $3.7M | 0.6% | -11% | 54.7 |
| 37 |  $MCD | MCDONALDS CORP | $3.5M | 0.6% | +2% | 73.9 |
| 38 | — | FRANKLIN TEMPLETON ETF TR | $3.4M | 0.5% | +0% | — |
| 39 |  $ORCL | ORACLE CORP | $3.3M | 0.5% | +11% | 67.2 |
| 40 | $ABBV | AbbVie Inc. | $3.2M | 0.5% | +9% | 59.3 |
| 41 | $HD | HOME DEPOT, INC. | $3.2M | 0.5% | +18% | 69.2 |
| 42 |  $CSCO | CISCO SYSTEMS, INC. | $3.1M | 0.5% | +2% | 72.3 |
| 43 |  $COP | CONOCOPHILLIPS | $3.1M | 0.5% | +1% | 74.8 |
| 44 |  $SEIC | SEI INVESTMENTS CO | $2.9M | 0.5% | +0% | 77.9 |
| 45 |  $GE | GENERAL ELECTRIC CO | $2.8M | 0.5% | +2% | 74.8 |
| 46 |  $SGOL | abrdn Gold ETF Trust | $2.8M | 0.4% | +0% | — |
| 47 |  $BKE | BUCKLE INC | $2.8M | 0.4% | +77% | 64.6 |
| 48 |  $PLTR | Palantir Technologies Inc. | $2.7M | 0.4% | +18% | 85.8 |
| 49 |  $CAT | CATERPILLAR INC | $2.7M | 0.4% | -7% | 67.8 |
| 50 |  $ARL | AMERICAN REALTY INVESTORS INC | $2.7M | 0.4% | +0% | 42 |
| 51 | — | FIDELITY COVINGTON TRUST | $2.5M | 0.4% | +17% | — |
| 52 |  $AMD | ADVANCED MICRO DEVICES INC | $2.5M | 0.4% | +5% | 78.8 |
| 53 |  $PAA | PLAINS ALL AMERICAN PIPELINE LP | $2.5M | 0.4% | +11% | 57.4 |
| 54 | — | ISHARES TR | $2.4M | 0.4% | +28% | — |
| 55 |  $UBS | UBS Group AG | $2.4M | 0.4% | -1% | — |
| 56 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.3M | 0.4% | +5% | 67 |
| 57 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $2.2M | 0.3% | -86% | — |
| 58 |  $AMGN | AMGEN INC | $2.0M | 0.3% | +0% | 79.5 |
| 59 |  $TSLA | Tesla, Inc. | $2.0M | 0.3% | +19% | 50.1 |
| 60 |  $V | VISA INC. | $1.9M | 0.3% | +6% | 83.5 |
| 61 |  $SPY | SPDR S&P 500 ETF TRUST | $1.9M | 0.3% | -18% | — |
| 62 |  $EQBK | EQUITY BANCSHARES INC | $1.9M | 0.3% | +0% | — |
| 63 |  $VZ | VERIZON COMMUNICATIONS INC | $1.9M | 0.3% | +0% | 71.6 |
| 64 |  $PEP | PEPSICO INC | $1.8M | 0.3% | +0% | 62.7 |
| 65 | — | SPDR SERIES TRUST | $1.7M | 0.3% | -80% | — |
| 66 |  $STT | STATE STREET CORP | $1.7M | 0.3% | -90% | 61.5 |
| 67 | $STT | STATE STREET CORP | $1.7M | 0.3% | +14% | 61.5 |
| 68 | — | FIDELITY COVINGTON TRUST | $1.7M | 0.3% | +11% | — |
| 69 |  $OKE | ONEOK INC /NEW/ | $1.6M | 0.3% | +0% | 72 |
| 70 |  $MA | Mastercard Inc | $1.6M | 0.3% | +12% | 81.7 |
| 71 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.4M | 0.2% | +0% | 64.5 |
| 72 |  $MU | MICRON TECHNOLOGY INC | $1.4M | 0.2% | +132% | 88.4 |
| 73 |  $PSX | Phillips 66 | $1.4M | 0.2% | -4% | 47.6 |
| 74 |  $BA | BOEING CO | $1.4M | 0.2% | +81% | 51.8 |
| 75 | $NZF | Nuveen Municipal Credit Income Fund | $1.4M | 0.2% | +39% | — |
| 76 |  $MO | ALTRIA GROUP, INC. | $1.3M | 0.2% | -3% | 72.1 |
| 77 |  $PG | PROCTER & GAMBLE Co | $1.3M | 0.2% | -0% | 72.9 |
| 78 |  $SYK | STRYKER CORP | $1.3M | 0.2% | +0% | 69.8 |
| 79 |  $BP | BP PLC | $1.2M | 0.2% | +0% | — |
| 80 | — | VANGUARD MUN BD FDS | $1.2M | 0.2% | +0% | — |
| 81 |  $GOOG | Alphabet Inc. | $1.2M | 0.2% | -12% | 80.2 |
| 82 | $VKQ | Invesco Municipal Trust | $1.1M | 0.2% | +48% | — |
| 83 |  $VMO | Invesco Municipal Opportunity Trust | $1.0M | 0.2% | +56% | — |
| 84 |  $MRK | Merck & Co., Inc. | $997,204 | 0.2% | +1% | 70.9 |
| 85 |  $ENB | ENBRIDGE INC | $996,663 | 0.2% | +0% | — |
| 86 |  $T | AT&T INC. | $992,324 | 0.2% | -0% | 71.9 |
| 87 |  $ET | Energy Transfer LP | $982,773 | 0.2% | +4% | 64.5 |
| 88 |  $GS | GOLDMAN SACHS GROUP INC | $970,074 | 0.1% | -49% | — |
| 89 |  $KO | COCA COLA CO | $961,120 | 0.1% | -2% | 74 |
| 90 |  $BMY | BRISTOL MYERS SQUIBB CO | $954,146 | 0.1% | +1% | 70.1 |
| 91 |  $NFLX | NETFLIX INC | $911,731 | 0.1% | +7% | 86.7 |
| 92 |  $LMT | LOCKHEED MARTIN CORP | $875,612 | 0.1% | +0% | 65 |
| 93 |  $CAH | CARDINAL HEALTH INC | $826,433 | 0.1% | +0% | 58.6 |
| 94 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $826,342 | 0.1% | +2% | — |
| 95 |  $GLD | SPDR GOLD TRUST | $788,231 | 0.1% | -48% | — |
| 96 | — | FIDELITY COMWLTH TR | $783,680 | 0.1% | +0% | — |
| 97 |  $DVN | DEVON ENERGY CORP/DE | $775,733 | 0.1% | +0% | 70.2 |
| 98 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $761,032 | 0.1% | +1% | 66.4 |
| 99 | — | EXCHANGE TRADED CONCEPTS TRU | $709,511 | 0.1% | -58% | — |
| 100 |  $NAD | Nuveen Quality Municipal Income Fund | $697,031 | 0.1% | +111% | — |
| 101 |  $EOG | EOG RESOURCES INC | $689,021 | 0.1% | -5% | 71.1 |
| 102 |  $STRL | STERLING INFRASTRUCTURE, INC. | $684,214 | 0.1% | +0% | 73.3 |
| 103 |  $GBTC | Grayscale Bitcoin Trust ETF | $672,373 | 0.1% | +0% | — |
| 104 |  $SO | SOUTHERN CO | $646,008 | 0.1% | +0% | 65.1 |
| 105 |  $ETV | Eaton Vance Tax-Managed Buy-Write Opportunities Fund | $637,692 | 0.1% | +0% | — |
| 106 |  $F | FORD MOTOR CO | $615,671 | 0.1% | +0% | 58.5 |
| 107 |  $TGT | TARGET CORP | $606,727 | 0.1% | +1% | 53.1 |
| 108 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $602,124 | 0.1% | +9% | 63.7 |
| 109 | — | NUVEEN AMT FREE QLTY MUN INC | $591,619 | 0.1% | +177% | — |
| 110 |  $TFC | TRUIST FINANCIAL CORP | $586,163 | 0.1% | +1% | — |
| 111 |  $TXN | TEXAS INSTRUMENTS INC | $554,464 | 0.1% | +3% | 70.4 |
| 112 |  $LRCX | LAM RESEARCH CORP | $546,014 | 0.1% | -4% | 82.4 |
| 113 |  $UPS | UNITED PARCEL SERVICE INC | $530,563 | 0.1% | +8% | 58.2 |
| 114 | — | EXCHANGE TRADED CONCEPTS TRU | $522,462 | 0.1% | -72% | — |
| 115 |  $SLV | iShares Silver Trust | $521,407 | 0.1% | -7% | — |
| 116 | — | SPDR SERIES TRUST | $499,445 | 0.1% | +0% | — |
| 117 | — | ISHARES TR | $487,844 | 0.1% | +0% | — |
| 118 | — | AMPLIFY ETF TR | $475,759 | 0.1% | +0% | — |
| 119 |  $CSX | CSX CORP | $473,101 | 0.1% | +0% | 66.4 |
| 120 |  $PHYS | Sprott Physical Gold Trust | $470,962 | 0.1% | +0% | — |
| 121 |  $IVZ | Invesco Ltd. | $469,309 | 0.1% | +0% | — |
| 122 |  $VLO | VALERO ENERGY CORP/TX | $458,580 | 0.1% | -1% | 51.4 |
| 123 |  $RRC | RANGE RESOURCES CORP | $454,059 | 0.1% | +0% | 82.8 |
| 124 | — | VANGUARD INDEX FDS | $451,158 | 0.1% | +129% | — |
| 125 | — | PROSHARES TR | $439,953 | 0.1% | -27% | — |
| 126 |  $INTC | INTEL CORP | $439,844 | 0.1% | +0% | 41.5 |
| 127 |  $FTNT | Fortinet, Inc. | $425,516 | 0.1% | -28% | 78.1 |
| 128 |  $GEV | GE Vernova Inc. | $423,357 | 0.1% | +9% | 70.1 |
| 129 |  $SHOP | SHOPIFY INC. | $421,931 | 0.1% | +0% | — |
| 130 |  $PFE | PFIZER INC | $421,509 | 0.1% | +0% | 69 |
| 131 |  $AEM | AGNICO EAGLE MINES LTD | $417,124 | 0.1% | -0% | — |
| 132 | — | PIMCO ETF TR | $416,857 | 0.1% | -100% | — |
| 133 | — | PROSHARES TR | $411,874 | 0.1% | +0% | — |
| 134 |  $RF | REGIONS FINANCIAL CORP | $408,927 | 0.1% | +0% | — |
| 135 | — | EATON VANCE TAX ADVT DIV INC | $408,438 | 0.1% | +0% | — |
| 136 |  $BITW | Bitwise 10 Crypto Index ETF | $396,601 | 0.1% | -14% | — |
| 137 |  $WPM | Wheaton Precious Metals Corp. | $396,305 | 0.1% | +0% | — |
| 138 | — | ISHARES TR | $394,453 | 0.1% | +0% | — |
| 139 |  $ED | CONSOLIDATED EDISON INC | $384,812 | 0.1% | +0% | 71.6 |
| 140 | — | VANGUARD WORLD FD | $369,792 | 0.1% | +0% | — |
| 141 |  $PAAS | PAN AMERICAN SILVER CORP | $369,135 | 0.1% | +3% | — |
| 142 |  $BX | Blackstone Inc. | $367,048 | 0.1% | +15% | 68 |
| 143 |  $WFC | WELLS FARGO & COMPANY/MN | $362,696 | 0.1% | -0% | — |
| 144 |  $PAGP | PLAINS GP HOLDINGS LP | $360,558 | 0.1% | +0% | 52.9 |
| 145 |  $MDLZ | Mondelez International, Inc. | $351,316 | 0.1% | -0% | 53.9 |
| 146 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $349,971 | 0.1% | -64% | 66.7 |
| 147 |  $CBSH | COMMERCE BANCSHARES INC /MO/ | $344,105 | 0.1% | +0% | — |
| 148 |  $GD | GENERAL DYNAMICS CORP | $343,563 | 0.1% | -0% | 73 |
| 149 |  $DE | DEERE & CO | $342,486 | 0.1% | -0% | 57.4 |
| 150 |  $SLB | SLB LIMITED/NV | $341,487 | 0.1% | -8% | 63.2 |
| 151 |  $SII | SPROTT INC. | $334,043 | 0.1% | +0% | — |
| 152 |  $USB | US BANCORP DE | $331,928 | 0.1% | +0% | 71.4 |
| 153 |  $ARCC | ARES CAPITAL CORP | $326,162 | 0.1% | -9% | — |
| 154 |  $HON | HONEYWELL INTERNATIONAL INC | $326,161 | 0.1% | -32% | 65.7 |
| 155 |  $PM | Philip Morris International Inc. | $323,405 | 0.1% | +0% | 80.5 |
| 156 |  $NVS | NOVARTIS AG | $320,775 | 0.1% | +0% | — |
| 157 |  $GILD | GILEAD SCIENCES, INC. | $318,042 | 0.1% | +0% | 77.8 |
| 158 |  $KMB | KIMBERLY CLARK CORP | $315,746 | 0.1% | +9% | 61.7 |
| 159 |  $AMAT | APPLIED MATERIALS INC /DE | $309,662 | 0.1% | +0% | 74.8 |
| 160 |  $CCJ | CAMECO CORP | $307,692 | 0.1% | +0% | — |
| 161 |  $VST | Vistra Corp. | $286,209 | 0.1% | -4% | 62.9 |
| 162 |  $CNOB | ConnectOne Bancorp, Inc. | $278,006 | 0.0% | +0% | — |
| 163 |  $CQP | Cheniere Energy Partners, L.P. | $277,909 | 0.0% | +0% | 74.1 |
| 164 | — | ARK ETF TR | $275,835 | 0.0% | +0% | — |
| 165 |  $KMI | KINDER MORGAN, INC. | $267,268 | 0.0% | -1% | 74.6 |
| 166 | — | SELECT SECTOR SPDR TR | $266,385 | 0.0% | +0% | — |
| 167 |  $QCOM | QUALCOMM INC/DE | $265,857 | 0.0% | +0% | 81.9 |
| 168 |  $GIS | GENERAL MILLS INC | $263,071 | 0.0% | +2% | 64.1 |
| 169 |  $HCA | HCA Healthcare, Inc. | $262,175 | 0.0% | +0% | 70.5 |
| 170 |  $APO | Apollo Global Management, Inc. | $256,823 | 0.0% | +15% | 55.7 |
| 171 | — | SCHWAB STRATEGIC TR | $256,608 | 0.0% | +0% | — |
| 172 |  $FAST | FASTENAL CO | $253,994 | 0.0% | +2% | 73.5 |
| 173 |  $EVRG | Evergy, Inc. | $253,706 | 0.0% | -10% | 56.2 |
| 174 |  $AGI | ALAMOS GOLD INC | $251,030 | 0.0% | +0% | — |
| 175 |  $GRMN | GARMIN LTD | $245,003 | 0.0% | -9% | — |
| 176 |  $KR | KROGER CO | $244,961 | 0.0% | -9% | 51.1 |
| 177 |  $OTTR | Otter Tail Corp | $243,913 | 0.0% | +0% | 55.2 |
| 178 |  $MPLX | MPLX LP | $243,689 | 0.0% | NEW | 76.5 |
| 179 |  $FCX | FREEPORT-MCMORAN INC | $237,782 | 0.0% | +0% | 73.1 |
| 180 |  $PML | PIMCO MUNICIPAL INCOME FUND II | $237,698 | 0.0% | +0% | — |
| 181 |  $SUN | Sunoco LP | $237,400 | 0.0% | NEW | 64.8 |
| 182 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $236,941 | 0.0% | +0% | 74.6 |
| 183 |  $INCY | INCYTE CORP | $225,888 | 0.0% | -0% | 81.2 |
| 184 |  $EQT | EQT Corp | $216,211 | 0.0% | NEW | 83.3 |
| 185 |  $APA | APA Corp | $215,935 | 0.0% | -75% | — |
| 186 |  $PTY | PIMCO CORPORATE & INCOME OPPORTUNITY FUND | $215,235 | 0.0% | +0% | — |
| 187 |  $RGLD | ROYAL GOLD INC | $212,754 | 0.0% | NEW | 79.4 |
| 188 |  $UNP | UNION PACIFIC CORP | $211,660 | 0.0% | +0% | 74 |
| 189 |  $ADM | Archer-Daniels-Midland Co | $211,383 | 0.0% | NEW | 49.4 |
| 190 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $210,674 | 0.0% | NEW | 60.5 |
| 191 | — | SELECT SECTOR SPDR TR | $208,284 | 0.0% | -91% | — |
| 192 |  $VGM | Invesco Trust for Investment Grade Municipals | $155,324 | 0.0% | +0% | — |
| 193 |  $EIM | Eaton Vance Municipal Bond Fund | $123,209 | 0.0% | +0% | — |
| 194 |  $CFFN | Capitol Federal Financial, Inc. | $88,355 | 0.0% | +0% | 37.4 |
| 195 |  $JFR | NUVEEN FLOATING RATE INCOME FUND | $88,292 | 0.0% | +0% | — |
| 196 |  $PFN | PIMCO Income Strategy Fund II | $82,680 | 0.0% | +0% | — |
| 197 |  $NAK | NORTHERN DYNASTY MINERALS LTD | $21,420 | 0.0% | +2% | — |
New Positions (9)
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Wealth Alliance Advisory Group, LLC including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track Wealth Alliance Advisory Group, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Wealth Alliance Advisory Group, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: Wealth Alliance Advisory Group, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Wealth Alliance Advisory Group, LLC (SEC CIK: 1735734), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Wealth Alliance Advisory Group, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.