Wealth Alliance Advisory Group, LLC Portfolio Holdings

Wealth Alliance Advisory Group, LLC

  • $482 Million
  • Q3 2025

Wealth Alliance Advisory Group, LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $482 Million distributed in 191 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $52.7M, Vanguard Value ETF with a value of $37M, Fidelity Merrimack Str Tr Tota with a value of $32.3M, Vanguard Growth ETF with a value of $28.6M, and Spdr Ser Tr Spdr Msci Acwi Ex with a value of $16.7M.

Examining the 13F form we can see an increase of $25.7M in the current position value, from $456M to 482M.

Below you can find more details about Wealth Alliance Advisory Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $482 Million
ETFs: $275 Million
Technology: $59.2 Million
Financial Services: $36.7 Million
Energy: $26.2 Million
Healthcare: $17.5 Million
Consumer Cyclical: $15.8 Million
Consumer Defensive: $15 Million
Communication Services: $14.9 Million
Other: $20.9 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$249M
$2.79 Million 0.58% of portfolio
173,770
Q3 2025 Added 4.2%

Summary

  • Portfolio
  • No. of Stocks 191
  • Current Value $482 Million
  • Prior Value $456 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 75 stocks
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