Notify me when WEALTH ALLIANCE, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 551 | $1,021,548,452 | +$92,574,707 | -$57,572,709 | +$35,001,998 | AAPL, IVV, IVE, DYNF, IVW | 13F-HR | 13 Feb 2026, 09:42 |
| Q3 2025 | 554 | $971,778,212 | +$90,877,647 | -$78,468,185 | +$12,409,462 | AAPL, IVV, DYNF, IVE, IVW | 13F-HR | 07 Nov 2025, 17:17 |
| Q2 2025 | 542 | $895,435,890 | +$88,408,914 | -$68,292,830 | +$20,116,084 | AAPL, IVV, IVW, IUSB, EFV | 13F-HR | 08 Aug 2025, 09:09 |
| Q1 2025 | 516 | $826,365,254 | +$88,953,477 | -$75,921,015 | +$13,032,462 | AAPL, IVV, IUSB, QUAL, DYNF | 13F-HR | 05 May 2025, 16:59 |
| Q4 2024 | 491 | $836,269,688 | +$63,519,473 | -$63,701,226 | -$181,753 | AAPL, IVV, IVW, IUSB, DYNF | 13F-HR | 03 Feb 2025, 08:19 |
| Q3 2024 | 521 | $837,401,524 | +$60,906,658 | -$43,230,899 | +$17,675,759 | AAPL, IVV, IUSB, IVW, MSFT | 13F-HR | 04 Nov 2024, 09:05 |
| Q2 2024 | 511 | $774,357,220 | +$53,333,995 | -$57,340,312 | -$4,006,317 | AAPL, IVV, IVW, IUSB, MSFT | 13F-HR | 09 Aug 2024, 15:21 |
| Q1 2024 | 516 | $762,290,984 | +$84,950,747 | -$72,972,288 | +$11,978,459 | AAPL, IVV, IUSB, MSFT, IVE | 13F-HR | 10 May 2024, 10:50 |
| Q4 2023 | 510 | $713,182,457 | +$52,338,148 | -$36,767,875 | +$15,570,273 | AAPL, IVV, MSFT, IUSB, QUAL | 13F-HR | 30 Jan 2024, 11:53 |
| Q3 2023 | 488 | $634,062,717 | +$55,093,509 | -$60,335,520 | -$5,242,011 | AAPL, IVV, IUSB, MSFT, EFV | 13F-HR | 09 Nov 2023, 09:00 |
| Q2 2023 | 510 | $668,810,552 | +$48,201,921 | -$34,599,099 | +$13,602,822 | AAPL, IVV, MSFT, QUAL, IUSB | 13F-HR | 02 Aug 2023, 17:23 |
| Q1 2023 | 500 | $617,291,921 | +$82,997,191 | -$64,447,096 | +$18,550,095 | AAPL, IVV, IUSB, QUAL, MSFT | 13F-HR | 10 May 2023, 17:55 |
| Q4 2022 | 485 | $563,221,060 | +$70,625,338 | -$44,680,441 | +$25,944,897 | AAPL, IVV, ESGU, SHV, MSFT | 13F-HR | 13 Feb 2023, 16:50 |
| Q3 2022 | 457 | $506,717,000 | +$62,492,216 | -$41,429,043 | +$21,063,173 | AAPL, IVV, ESGU, MSFT, IUSB | 13F-HR | 14 Nov 2022, 13:10 |
| Q2 2022 | 442 | $521,084,000 | +$148,130,407 | -$47,469,230 | +$100,661,177 | AAPL, IVV, ESGU, MSFT, EFV | Restatement | 11 Oct 2022, 09:16 |
| Q1 2022 | 445 | $489,164,000 | +$66,346,565 | -$55,913,097 | +$10,433,468 | IVV, AAPL, ESGU, MSFT, EFV | 13F-HR | 10 May 2022, 10:59 |
| Q4 2021 | 453 | $497,321,000 | +$41,320,541 | -$22,047,387 | +$19,273,154 | AAPL, IVV, ESGU, VNQ, MSFT | 13F-HR | 14 Feb 2022, 13:22 |
| Q3 2021 | 438 | $445,318,000 | +$50,950,718 | -$25,582,620 | +$25,368,098 | AAPL, IVV, ESGU, VNQ, SPY | 13F-HR | 12 Nov 2021, 10:57 |
| Q2 2021 | 423 | $424,668,000 | +$61,415,409 | -$16,520,388 | +$44,895,021 | AAPL, IVV, VNQ, ESGU, SPY | 13F-HR | 16 Aug 2021, 09:34 |
| Q1 2021 | 384 | $356,977,000 | +$35,236,592 | -$33,372,030 | +$1,864,562 | AAPL, IVV, VNQ, SPY, MSFT | 13F-HR | 17 May 2021, 17:58 |
| Q4 2020 | 377 | $339,390,000 | +$53,354,988 | -$19,794,695 | +$33,560,293 | AAPL, IVV, VNQ, MSFT, SPY | 13F-HR | 11 Feb 2021, 08:52 |
| Q3 2020 | 313 | $278,205,000 | +$38,243,033 | -$16,082,510 | +$22,160,523 | AAPL, IVV, MSFT, SPY, AMZN | Restatement | 01 Dec 2020, 09:58 |
| Q2 2020 | 301 | $253,129,000 | +$77,517,350 | -$40,382,260 | +$37,135,090 | AAPL, IVV, SHV, MSFT, SHY | 13F-HR | 13 Aug 2020, 20:28 |
| Q1 2020 | 232 | $184,805,000 | +$99,114,509 | -$32,450,586 | +$66,663,923 | SPY, AAPL, TIP, IEF, EFA | 13F-HR | 14 May 2020, 19:20 |
| Q4 2019 | 87 | $140,689,000 | $0 | $0 | $0 | AAPL, TIP, SPY, VEA, VNQ | Restatement | 14 Feb 2020, 08:04 |