Wealth Alliance Advisory Group, LLC

Q4 2025 13F-HR Holdings

Location
Wichita, KS
Holdings as of
12/31/2025
Date filed
1/29/2026
Form type
13F-HR
Num holdings
197
Total value ($000)
$584,029
Net value change ($000)
+29,610 (5.3%)
New positions
18
Sold out positions
12
Turnover %
3.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/14/2025 Next filing: 4/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
FBND 2,649 8.2%
LLY 2,638 67.2%
PYLD 2,556 9.1%
IVV 2,008 3.8%
FUTY 1,996 NEW
VTV 1,858 5.0%
FENI 1,530 5.3%
IHF 1,529 NEW
FMAT 1,393 NEW
TSLA 1,355 201.0%
Top Reduces (Value $000, Stocks/ETFs)
UNH -1,808 -100.0%
NEE -1,565 -100.0%
LIN -1,431 -100.0%
ORCL -1,118 -21.9%
NVDA -883 -7.0%
CRM -786 -100.0%
MCD -436 -11.5%
MSFT -420 -4.2%
IBM -376 -24.1%
COST -336 -15.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type