Wealth Alliance Advisory Group, LLC: 13F holdings
CIK 17357342026Q2
| Positions | 203 |
|---|
| Reported value | $691.4m |
|---|
| Filed | 2026-07-23 |
|---|
Change since last quarter
| Positions | 203 (+6 vs prior quarter) |
|---|
| Reported value | $691.4m (+9.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 84,200 | $63.1m | 9.1% |
| FENI FIDELITY COVINGTON TRUST | 1,374,725 | $55.2m | 8.0% |
| VTV VANGUARD INDEX FDS | 197,770 | $43.1m | 6.2% |
| VUG VANGUARD INDEX FDS | 428,848 | $36.9m | 5.3% |
| PYLD PIMCO ETF TR | 1,331,309 | $35.3m | 5.1% |
| FBND FIDELITY MERRIMACK STR TR | 674,141 | $30.7m | 4.4% |
| DBX ETF TR | 617,000 | $18.6m | 2.7% |
| JMUB J P MORGAN EXCHANGE TRADED F | 323,908 | $16.4m | 2.4% |
| MUNI PIMCO ETF TR | 309,065 | $16.3m | 2.4% |
| VTI VANGUARD INDEX FDS | 41,721 | $15.4m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1735734")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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