StockDriftsStockDriftsTop 50 Wealth Alliance Advisory Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 9.12% | 84.2K | $63.1M | -0.22%(-185) | $351.45(+121.64%) | 2026-06-30 | |
| FENI | FIDELITY COVINGTON TRUST | 7.98% | 1.37M | $55.2M | +3.99%(+52.77K) | $32.05(+29.67%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 6.23% | 197.8K | $43.1M | +0.30%(+598) | $119.62(+90.20%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 5.34% | 428.8K | $36.9M | +0.19%(+802) | $46.20(+93.05%) | 2026-06-30 | |
| PYLD | PIMCO ETF TR | 5.11% | 1.33M | $35.3M | +1.33%(+17.48K) | $25.56(+2.44%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 4.44% | 674.1K | $30.7M | -1.88%(-12.89K) | $44.89(-0.04%) | 2026-06-30 | |
| TRSY | DBX ETF TR | 2.69% | 617.0K | $18.6M | +35.01%(+160.00K) | $30.13(+0.13%) | 2026-06-30 | |
| JMUB | J P MORGAN EXCHANGE TRADED F | 2.37% | 323.9K | $16.4M | +2.21%(+7.00K) | $49.78(-0.15%) | 2026-06-30 | |
| MUNI | PIMCO ETF TR | 2.35% | 309.1K | $16.3M | +2.86%(+8.61K) | $51.57(+0.41%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 2.23% | 41.7K | $15.4M | +2.02%(+826) | $277.63(+38.08%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.88% | +40.03% | +7.41% | +42.93% |
| Top 20 Holdings Unweighted | +12.40% | +42.01% | +7.91% | +46.31% |
Wealth Alliance Advisory Group, LLC reports $691.39M in US-listed equity holdings across 203 positions in its most recent 13F filing. Its largest disclosed positions are IVV (9.1%), FENI (8.0%) and VTV (6.2%). The top 20 holdings account for 64.08% of reported assets. Its disclosed equity book has returned +40.03% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wealth Alliance Advisory Group, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1735734). View Wealth Alliance Advisory Group, LLC’s 13F filings on SEC