WEALTH ALLIANCE, LLC
All 13F Filings
- Location
- Mellville, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,195,182
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 573 | 1,195,182 | 13F-HR | WEALTH ALLIANCE, LLC |
| Q1 2026 | 5/14/2026 | 548 | 1,012,647 | 13F-HR | WEALTH ALLIANCE, LLC |
| Q4 2025 | 2/13/2026 | 551 | 1,021,548 | 13F-HR | WEALTH ALLIANCE, LLC |
| Q3 2025 | 11/7/2025 | 554 | 972,207 | 13F-HR | WEALTH ALLIANCE, LLC |
| Q2 2025 | 8/8/2025 | 542 | 895,436 | 13F-HR | WEALTH ALLIANCE, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 587.2 K | 49.1% | 71.11 K | 0 | 71.11 K |
| ETFs | 608 K | 50.9% | 111.4 K | 0 | 111.4 K |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
1,195,182
Holdings
573
QoQ value change ($000)
182,535
(18.0%)
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.