WEALTH ALLIANCE, LLC
Q3 2025 13F Holdings
- Locationmellville, NY
- Num holdings
554
- Value ($000)
$972,207
- Date Filed11/07/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $87.67 M | 9 % | 344,294 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $37.14 M | 4 % | 55,492 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $28.04 M | 3 % | 473,642 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $26.95 M | 3 % | 130,524 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $26.07 M | 3 % | 215,956 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $22.23 M | 2 % | 42,915 | ||
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $20.81 M | 2 % | 445,436 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $19.97 M | 2 % | 102,683 | ||
EFV ISHARES TR | EAFE VALUE ETF | 464288877 | $19.94 M | 2 % | 293,995 | ||
OEF ISHARES TR | S&P 100 ETF | 464287101 | $19.43 M | 2 % | 58,375 |
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