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WEALTH ALLIANCE, LLC

Q4 2025 13F Holdings

  • Location
    mellville, NY
  • Num holdings

    551

  • Value ($000)

    $1,021,548

  • Date Filed
    02/13/2026
  • Form type
    13F-HR
  • CIK
    0001793904
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$92.98M
9 %

342,020

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$38.1M
4 %

55,619

I
IVE

ISHARES TR

S&P 500 VAL ETF
464287408
$35.06M
3 %

165,310

D
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$31.55M
3 %

518,844

I
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$28.57M
3 %

231,800

I
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$22.89M
2 %

340,510

I
IUSB

ISHARES TR

CORE UNIVRSL USD
46434V613
$22.27M
2 %

478,439

O
OEF

ISHARES TR

S&P 100 ETF
464287101
$21.84M
2 %

63,688

M
MSFT

MICROSOFT CORP

COM
594918104
$20.43M
2 %

42,240

E
EFV

ISHARES TR

EAFE VALUE ETF
464288877
$19M
2 %

266,023

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