SEC Form 13F · Q2 2026

WEALTH ALLIANCE, LLC

Institutional Holdings Report

13F-HRNY
$1.2B
Portfolio Value
573
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
WEALTH ALLIANCE, LLC
CIK
1793904
Accession No.
0001951757-26-001208
Location
MELLVILLE, NY
Form Type
13F-HR
Portfolio Value
$1.2B
Holdings Reported
573
Reporting Period
Q2 2026
Filed
August 11, 2026

About this Filing

WEALTH ALLIANCE, LLC is an institutional investment manager based in MELLVILLE, NY reporting approximately $1.2B in 13(f) securities across 573 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.