StockDriftsStockDriftsTop 50 Wealth Alliance LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 9% | 371.6K | $107.5M | +9.73%(+32.96K) | $133.15(+130.32%) | 2026-06-30 | |
| IVV | ISHARES TR | 5.23% | 83.5K | $62.5M | +32.96%(+20.70K) | $493.03(+57.67%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 3.83% | 672.6K | $45.7M | +22.59%(+123.95K) | $50.22(+39.42%) | 2026-06-30 | |
| IVW | ISHARES TR | 3.69% | 320.5K | $44.1M | +47.10%(+102.62K) | $96.00(+47.67%) | 2026-06-30 | |
| IUSB | ISHARES TR | 3.22% | 833.7K | $38.5M | +48.31%(+271.54K) | $46.60(-2.47%) | 2026-06-30 | |
| IVE | ISHARES TR | 2.34% | 123.2K | $28.0M | -17.30%(-25.78K) | $182.88(+29.44%) | 2026-06-30 | |
| IEMG | ISHARES INC | 1.44% | 207.5K | $17.2M | -29.29%(-85.93K) | $54.65(+46.79%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.39% | 44.7K | $16.7M | +14.18%(+5.55K) | $245.78(+104.56%) | 2026-06-30 | |
| BAI | BLACKROCK ETF TRUST | 1.36% | 308.2K | $16.2M | -6.86%(-22.69K) | $29.84(+48.95%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.24% | 74.2K | $14.8M | +0.99%(+729) | $37.86(+482.38%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.76% | +63.30% | +9.75% | +59.20% |
| Top 20 Holdings Unweighted | +16.88% | +59.67% | +7.67% | +44.68% |
Wealth Alliance LLC reports $1.20B in US-listed equity holdings across 573 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (9.0%), IVV (5.2%) and DYNF (3.8%). The top 20 holdings account for 43.23% of reported assets. Its disclosed equity book has returned +63.30% 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 LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1793904). View Wealth Alliance LLC’s 13F filings on SEC