Wealth Alliance Advisory Group, LLC

Q2 2026 13F-HR Holdings

Location
Wichita, KS
Holdings as of
6/30/2026
Date filed
7/23/2026
Form type
13F-HR
Num holdings
203
Total value ($000)
$691,391
Net value change ($000)
+59,806 (9.5%)
New positions
19
Sold out positions
13
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IVV 7,935 14.4%
FENI 5,991 12.2%
VUG 5,780 18.5%
TRSY 4,842 35.1%
VTV 4,415 11.4%
MU 4,341 304.4%
LRCX 3,406 623.8%
AMAT 3,351 1081.0%
AMD 2,354 95.0%
VTI 2,318 17.7%
Top Reduces (Value $000, Stocks/ETFs)
FLMB -3,425 -100.0%
ORCL -2,871 -85.9%
MCD -2,244 -64.9%
XOM -2,019 -23.6%
SPAB -1,740 -100.0%
MA -1,611 -100.0%
CWI -1,311 -75.6%
SYK -1,267 -100.0%
MDY -1,223 -55.1%
PLTR -875 -31.9%
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