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 |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 554 | $971,778,212 | +$90,877,645 | -$78,468,187 | +$12,409,458 | AAPL, IVV, DYNF, IVE, IVW | 13F-HR | 07 Nov 2025, 17:17 |
| Q2 2025 | 542 | $895,435,890 | +$88,408,915 | -$68,292,837 | +$20,116,078 | AAPL, IVV, IVW, IUSB, EFV | 13F-HR | 08 Aug 2025, 09:09 |
| Q1 2025 | 516 | $826,365,254 | +$88,953,487 | -$75,921,021 | +$13,032,466 | AAPL, IVV, IUSB, QUAL, DYNF | 13F-HR | 05 May 2025, 16:59 |
| Q4 2024 | 491 | $836,269,688 | +$63,519,472 | -$63,701,225 | -$181,753 | AAPL, IVV, IVW, IUSB, DYNF | 13F-HR | 03 Feb 2025, 08:19 |
| Q3 2024 | 521 | $837,401,524 | +$60,906,660 | -$43,230,898 | +$17,675,762 | AAPL, IVV, IUSB, IVW, MSFT | 13F-HR | 04 Nov 2024, 09:05 |
| Q2 2024 | 511 | $774,357,220 | +$53,333,994 | -$57,340,308 | -$4,006,314 | AAPL, IVV, IVW, IUSB, MSFT | 13F-HR | 09 Aug 2024, 15:21 |
| Q1 2024 | 516 | $762,290,984 | +$84,950,750 | -$72,972,287 | +$11,978,463 | AAPL, IVV, IUSB, MSFT, IVE | 13F-HR | 10 May 2024, 10:50 |
| Q4 2023 | 510 | $713,182,457 | +$52,338,140 | -$36,767,872 | +$15,570,268 | AAPL, IVV, MSFT, IUSB, QUAL | 13F-HR | 30 Jan 2024, 11:53 |
| Q3 2023 | 537 | $634,062,717 | +$55,093,501 | -$60,335,519 | -$5,242,018 | AAPL, IVV, IUSB, MSFT, EFV | 13F-HR | 09 Nov 2023, 09:00 |
| Q2 2023 | 510 | $668,810,552 | +$48,201,919 | -$22,982,229 | +$25,219,690 | AAPL, IVV, MSFT, QUAL, IUSB | 13F-HR | 02 Aug 2023, 17:23 |
| Q1 2023 | 500 | $617,291,921 | +$82,997,192 | -$31,930,375 | +$51,066,817 | AAPL, IVV, IUSB, QUAL, MSFT | 13F-HR | 10 May 2023, 17:55 |
| Q4 2022 | 485 | $563,221,060 | +$70,623,775 | -$37,226,417 | +$33,397,358 | AAPL, IVV, ESGU, SHV, MSFT | 13F-HR | 13 Feb 2023, 15:50 |
| Q3 2022 | 444 | $499,122,398 | +$61,821,081 | -$28,404,516 | +$33,416,565 | AAPL, IVV, ESGU, MSFT, IUSB | 13F-HR | 14 Nov 2022, 12:10 |
| Q2 2022 | 434 | $516,951,440 | +$148,050,567 | -$26,917,935 | +$121,132,632 | AAPL, IVV, ESGU, MSFT, EFV | Restatement | 11 Oct 2022, 09:16 |
| Q1 2022 | 441 | $486,018,000 | +$65,742,126 | -$37,372,908 | +$28,369,218 | IVV, AAPL, ESGU, MSFT, EFV | 13F-HR | 10 May 2022, 10:59 |
| Q4 2021 | 441 | $490,748,000 | +$41,262,647 | -$16,367,555 | +$24,895,092 | AAPL, IVV, ESGU, VNQ, MSFT | 13F-HR | 14 Feb 2022, 12:22 |
| Q3 2021 | 424 | $440,721,000 | +$49,799,619 | -$25,510,111 | +$24,289,508 | AAPL, IVV, ESGU, VNQ, SPY | 13F-HR | 12 Nov 2021, 10:57 |
| Q2 2021 | 423 | $424,668,000 | +$61,042,528 | -$16,520,380 | +$44,522,148 | AAPL, IVV, VNQ, ESGU, SPY | 13F-HR | 16 Aug 2021, 09:34 |
| Q1 2021 | 384 | $356,977,000 | +$35,236,584 | -$33,293,028 | +$1,943,556 | AAPL, IVV, VNQ, SPY, MSFT | 13F-HR | 17 May 2021, 17:58 |
| Q4 2020 | 376 | $339,311,000 | +$53,275,989 | -$10,723,695 | +$42,552,294 | AAPL, IVV, VNQ, MSFT, SPY | 13F-HR | 11 Feb 2021, 07:52 |
| Q3 2020 | 313 | $278,205,000 | +$38,243,037 | -$12,226,511 | +$26,016,526 | AAPL, IVV, MSFT, SPY, AMZN | Restatement | 01 Dec 2020, 08:58 |
| Q2 2020 | 301 | $253,129,000 | +$78,328,546 | -$26,437,263 | +$51,891,283 | AAPL, IVV, SHV, MSFT, SHY | 13F-HR | 13 Aug 2020, 20:28 |
| Q1 2020 | 231 | $184,805,000 | +$99,114,518 | -$20,972,583 | +$78,141,935 | SPY, AAPL, TIP, IEF, EFA | 13F-HR | 14 May 2020, 19:20 |
| Q4 2019 | 87 | $140,665,024 | $0 | AAPL, TIP, SPY, VEA, VNQ | Restatement | 14 Feb 2020, 07:04 |