Wealth Alliance Advisory Group, LLC

Q1 2026 13F-HR Holdings

Location
Wichita, KS
Holdings as of
3/31/2026
Date filed
4/9/2026
Form type
13F-HR
Num holdings
197
Total value ($000)
$631,585
Net value change ($000)
+47,556 (8.1%)
New positions
13
Sold out positions
13
Turnover %
10.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
FENI 18,564 60.6%
FMUB 14,391 NEW
TRSY 13,782 NEW
DEUS 11,072 NEW
AVIG 7,566 NEW
BOND 7,559 NEW
JMUB 5,726 56.6%
MUNI 5,699 57.1%
PYLD 3,849 12.6%
XOM 2,486 41.0%
Top Reduces (Value $000, Stocks/ETFs)
CWI -15,798 -90.1%
MDY -13,174 -85.6%
SPAB -6,952 -80.0%
JMST -4,769 -100.0%
FBND -3,577 -10.2%
MSFT -1,562 -16.5%
SPTM -1,550 -18.7%
IHF -1,529 -100.0%
GOOGL -1,285 -19.0%
SIXL -1,284 -71.1%
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