Wealth Alliance Advisory Group, LLC

All 13F Filings

Location
Wichita, KS
Most recent 13F
Q1 2026
Holdings value ($000)
631,585
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q1 2026 4/9/2026 197 631,585 13F-HR Wealth Alliance Advisory Group, LLC
Q4 2025 1/29/2026 197 584,029 13F-HR Wealth Alliance Advisory Group, LLC
Q3 2025 10/14/2025 191 554,419 13F-HR Wealth Alliance Advisory Group, LLC
Q2 2025 7/7/2025 186 525,231 13F-HR Wealth Alliance Advisory Group, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 293.8 K 46.5% 0 117.5 K -117.5 K
ETFs 337.8 K 53.5% 165.4 K 0 165.4 K
Debt 0 0.0% 0 360 -360
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Fund Snapshot

Q1 2026
Latest filed
4/9/2026
Total value ($000)
631,585
Holdings
197
QoQ value change ($000)
47,556 (8.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.