WEALTH ALLIANCE, LLC
All 13F Filings
- Location
- Mellville, NY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,021,548
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 671.8 K | 65.8% | 7.955 K | 0 | 7.955 K |
| ETFs | 325.8 K | 31.9% | 39.55 K | 0 | 39.55 K |
| Other | 23.98 K | 2.3% | 1.842 K | 0 | 1.842 K |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
1,021,548
Holdings
551
QoQ value change ($000)
49,341
(5.1%)
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.