WEALTH ALLIANCE, LLC
•CIK: 1793904•Filing: Q4 2025
**WEALTH ALLIANCE, LLC** manages $1.0B across a diversified portfolio of 551 holdings. The strategy exhibits significant allocation to mega-cap technology and broad market exposure, evidenced by top positions including AAPL at $93.0M and MSFT at $20.4M. Notable overweighting is seen in exchange-traded products, with IVV ($38.1M), IVE ($35.1M), and IVW ($28.6M) comprising substantial portions of the disclosed capital. This structure suggests a core mandate focused on established growth leaders and systematic market indexing.
Total AUM
$1.0B
QoQ Performance
+5.1%
Positions
414
Top 10 Concentration
38.0%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
AAPL9.1%
IVV3.7%
IVE3.4%
DYNF3.1%
IVW2.8%
IEMG2.2%
IUSB2.2%
OEF2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other60.3%
Technology19.8%
ETF5.9%
Healthcare3.6%
Consumer3.4%
Financial3.0%
Industrial0.8%
Communication0.7%
🚪 Exited Positionssold since Q3 2025
+355 more exited positions
Changes from Q3 2025
NEW6 new positions
↑89 increased
↓96 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023