WEALTH ALLIANCE, LLC
Q2 2025 13F Holdings
- Locationmellville, NY
- Num holdings
542
- Value ($000)
$895,436
- Date Filed08/08/2025
- Form type13F-HR
- CIK0001793904
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $71.05M | 8 % | 346,321 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $35.02M | 4 % | 56,410 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $24.55M | 3 % | 222,982 | ||
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $23.59M | 3 % | 510,224 | ||
EFV ISHARES TR | EAFE VALUE ETF | 464288877 | $21.83M | 2 % | 343,950 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $21.37M | 2 % | 392,474 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $21.30M | 2 % | 116,521 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $21.03M | 2 % | 42,279 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $19.96M | 2 % | 102,139 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $14.44M | 2 % | 240,464 |
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