Skip to main content

Wealth Alliance Advisory Group, LLC

13F filer · CIK 0001735734
Reported Jul 23, 2026
Net seller this quarter
13F portfolio value$691MU.S. long equity reported on 13F
Positions15511 new · 10 closed
Net flow last quarter-$4.03MBuys minus sells
Top 10 positions weight11.8%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 23, 2026155 positions
AAPLApple Inc.$13.6M1.97%0.00%+0.9%Q4 2017
NVDANvidia Corp$12.2M1.77%0.00%+1.2%Q2 2018
MSFTMicrosoft Corp$8.74M1.26%0.00%+9.3%Q4 2017
LLYELI LILLY & Co$7.54M1.09%0.00%+5.8%Q4 2019
AMZNAmazon Com Inc$7.24M1.05%0.00%+3.1%Q2 2018
GOOGAlphabet Inc.$6.94M1.00%Not reported+2.5%Q1 2018
BRK.BBerkshire Hathaway Inc$6.81M0.98%Not reported+15.8%Q4 2017
XOMExxonMobil Holdings Corp$6.53M0.94%0.00%-5.2%Q4 2017
AVGOBroadcom Inc.$6.18M0.89%0.00%+0.1%Q4 2020
JPMJPMorgan Chase & Co$5.94M0.86%0.00%+24.5%Q4 2017
WMTWalmart Inc.$5.83M0.84%0.00%-2.7%Q4 2017
MUMicron Technology Inc$5.77M0.83%0.00%+18.4%Q1 2024
WMBWilliams Companies, Inc.$5.24M0.76%0.01%0.0%Q1 2018
RTXRTX Corp$4.94M0.72%0.00%+18.5%Q3 2020
AMDAdvanced Micro Devices Inc$4.83M0.70%0.00%-31.7%Q3 2021
CATCaterpillar Inc$4.78M0.69%0.00%+17.6%Q1 2018
CSCOCisco Systems, Inc.$4.55M0.66%0.00%-3.5%Q1 2018
METAMeta Platforms, Inc.$4.54M0.66%Not reported+10.1%Q2 2019
GEGeneral Electric Co$4.04M0.58%0.00%+8.6%Q4 2021
LRCXLam Research Corp$3.95M0.57%0.00%+256.8%Q1 2024
BACBank of America Corp$3.88M0.56%0.00%-29.0%Q4 2017
ARLAmerican Realty Investors Inc$3.88M0.56%1.08%Not reportedQ1 2024
JNJJohnson & Johnson$3.79M0.55%0.00%-7.2%Q4 2017
AMATApplied Materials Inc$3.66M0.53%0.00%+458.8%Q2 2024
CVXChevron Corp$3.54M0.51%0.00%+19.7%Q4 2017
SEICSei Investments Co$3.29M0.48%0.03%Not reportedQ4 2017
UBSUBS Group AG$3.02M0.44%0.00%0.0%Q4 2017
ABBVAbbVie Inc.$2.89M0.42%0.00%-21.6%Q1 2018
HDHome Depot, Inc.$2.89M0.42%0.00%-14.8%Q2 2018
TSLATesla, Inc.$2.73M0.39%0.00%+21.1%Q4 2021
COPConocophillips$2.48M0.36%0.00%+1.3%Q4 2017
PAAPlains All American Pipeline LP$2.48M0.36%0.02%+1.3%Q1 2019
VVisa Inc.$2.44M0.35%0.00%+10.5%Q3 2018
BKEBuckle Inc$2.4M0.35%0.11%+4.0%Q2 2022
SGOLabrdn Gold ETF Trust$2.37M0.34%0.04%Not reportedQ4 2018
AMGNAmgen Inc$2.08M0.30%0.00%0.0%Q4 2017
GSGoldman Sachs Group Inc$2.04M0.29%0.00%+75.5%Q3 2018
COSTCostco Wholesale Corp$2.01M0.29%0.00%-6.0%Q1 2022
PLTRPalantir Technologies Inc.$1.86M0.27%0.00%-14.7%Q4 2024
EQBKEquity Bancshares Inc$1.77M0.26%0.17%-15.5%Q4 2017
NZFNuveen Municipal Credit Income Fund$1.71M0.25%Not reported+21.0%Q4 2017
SPYSPDR S&P 500 ETF Trust$1.71M0.25%Not reported-21.9%Q4 2017
OKEOneok Inc$1.58M0.23%0.00%+0.9%Q4 2017
VKQInvesco Municipal Trust$1.51M0.22%Not reported+25.3%Q4 2017
BRK.ABerkshire Hathaway Inc$1.5M0.22%Not reportedNot reportedQ1 2018
MOAltria Group, Inc.$1.43M0.21%0.00%+1.9%Q4 2017
GOOGLAlphabet Inc.$1.39M0.20%0.00%-3.1%Q2 2018
INTCIntel Corp$1.39M0.20%0.00%-0.2%Q4 2017
VZVerizon Communications Inc$1.35M0.20%0.00%-13.8%Q4 2017
PSXPhillips 66$1.33M0.19%0.00%+0.4%Q4 2017
Q1 2026Reported Apr 9, 2026154 positions
AAPLApple Inc.$11.8M1.87%0.00%+0.8%Q4 2017
NVDANvidia Corp$10.5M1.67%0.00%-3.5%Q2 2018
XOMExxonMobil Holdings Corp$8.55M1.35%0.00%0.0%Q4 2017
MSFTMicrosoft Corp$7.93M1.26%0.00%+9.2%Q4 2017
WMTWalmart Inc.$6.57M1.04%0.00%+1.5%Q4 2017
AMZNAmazon Com Inc$6.14M0.97%0.00%+3.3%Q2 2018
BRK.BBerkshire Hathaway Inc$5.63M0.89%Not reported+3.4%Q4 2017
GOOGAlphabet Inc.$5.5M0.87%Not reported-11.3%Q1 2018
LLYELI LILLY & Co$5.47M0.87%0.00%-2.7%Q4 2019
WMBWilliams Companies, Inc.$5.13M0.81%0.01%0.0%Q1 2018
AVGOBroadcom Inc.$5.06M0.80%0.00%-4.6%Q4 2020
BACBank of America Corp$4.67M0.74%0.00%+15.6%Q4 2017
JPMJPMorgan Chase & Co$4.29M0.68%0.00%+1.8%Q4 2017
RTXRTX Corp$4.24M0.67%0.00%-0.1%Q3 2020
METAMeta Platforms, Inc.$4.19M0.66%Not reported+18.6%Q2 2019
JNJJohnson & Johnson$3.93M0.62%0.00%+83.3%Q4 2017
CVXChevron Corp$3.69M0.58%0.00%-11.0%Q4 2017
MCDMcdonalds Corp$3.46M0.55%0.00%+1.5%Q4 2017
ORCLOracle Corp$3.34M0.53%0.00%+11.4%Q4 2017
ABBVAbbVie Inc.$3.18M0.50%0.00%+8.9%Q1 2018
HDHome Depot, Inc.$3.16M0.50%0.00%+17.5%Q2 2018
CSCOCisco Systems, Inc.$3.11M0.49%0.00%+2.3%Q1 2018
COPConocophillips$3.11M0.49%0.00%+0.7%Q4 2017
SEICSei Investments Co$2.94M0.47%0.03%Not reportedQ4 2017
GEGeneral Electric Co$2.82M0.45%0.00%+1.7%Q4 2021
SGOLabrdn Gold ETF Trust$2.77M0.44%0.03%Not reportedQ4 2018
BKEBuckle Inc$2.75M0.44%0.11%+77.0%Q2 2022
PLTRPalantir Technologies Inc.$2.74M0.43%0.00%+17.6%Q4 2024
CATCaterpillar Inc$2.71M0.43%0.00%-7.5%Q1 2018
ARLAmerican Realty Investors Inc$2.69M0.43%1.08%Not reportedQ1 2024
AMDAdvanced Micro Devices Inc$2.48M0.39%0.00%+4.8%Q3 2021
PAAPlains All American Pipeline LP$2.45M0.39%0.02%+10.7%Q1 2019
UBSUBS Group AG$2.38M0.38%0.00%-0.9%Q4 2017
COSTCostco Wholesale Corp$2.28M0.36%0.00%+5.3%Q1 2022
MDYSPDR S&P Midcap 400 ETF Trust$2.22M0.35%Not reported-85.9%Q4 2017
AMGNAmgen Inc$2.02M0.32%0.00%+0.3%Q4 2017
TSLATesla, Inc.$1.99M0.31%0.00%+18.6%Q4 2021
VVisa Inc.$1.95M0.31%0.00%+5.9%Q3 2018
SPYSPDR S&P 500 ETF Trust$1.9M0.30%Not reported-18.3%Q4 2017
EQBKEquity Bancshares Inc$1.9M0.30%0.22%Not reportedQ4 2017
VZVerizon Communications Inc$1.86M0.30%0.00%+0.4%Q4 2017
PEPPepsico Inc$1.84M0.29%0.00%+0.4%Q4 2017
SPABASTROTECH Corp$1.74M0.28%Not reported-79.9%Q1 2024
OKEOneok Inc$1.63M0.26%0.00%+0.2%Q4 2017
MAMastercard Inc$1.61M0.26%0.00%+11.8%Q3 2020
BRK.ABerkshire Hathaway Inc$1.44M0.23%Not reportedNot reportedQ1 2018
MUMicron Technology Inc$1.43M0.23%0.00%+131.9%Q1 2024
PSXPhillips 66$1.42M0.23%0.00%-3.6%Q4 2017
BABoeing Co$1.4M0.22%0.00%+81.4%Q4 2017
NZFNuveen Municipal Credit Income Fund$1.36M0.21%Not reported+39.4%Q4 2017
Q4 2025Reported Jan 29, 2026153 positions
MDYSPDR S&P Midcap 400 ETF Trust$15.4M2.64%Not reported+2.3%Q4 2017
AAPLApple Inc.$12.6M2.15%0.00%-4.5%Q4 2017
NVDANvidia Corp$11.7M2.00%0.00%-7.0%Q2 2018
MSFTMicrosoft Corp$9.49M1.63%0.00%+2.6%Q4 2017
SPABASTROTECH Corp$8.69M1.49%Not reported+8.7%Q1 2024
GOOGAlphabet Inc.$6.78M1.16%Not reported-13.7%Q1 2018
AMZNAmazon Com Inc$6.58M1.13%0.00%+5.4%Q2 2018
LLYELI LILLY & Co$6.56M1.12%0.00%+18.8%Q4 2019
XOMExxonMobil Holdings Corp$6.06M1.04%0.00%-1.2%Q4 2017
AVGOBroadcom Inc.$5.93M1.01%0.00%-3.7%Q4 2020
WMTWalmart Inc.$5.8M0.99%0.00%+1.8%Q4 2017
BRK.BBerkshire Hathaway Inc$5.71M0.98%Not reported-5.4%Q4 2017
JPMJPMorgan Chase & Co$4.61M0.79%0.00%+5.6%Q4 2017
BACBank of America Corp$4.56M0.78%0.00%+21.8%Q4 2017
WMBWilliams Companies, Inc.$4.24M0.73%0.01%+2.2%Q1 2018
METAMeta Platforms, Inc.$4.08M0.70%Not reported+11.5%Q2 2019
RTXRTX Corp$4.04M0.69%0.00%+0.3%Q3 2020
ORCLOracle Corp$3.98M0.68%0.00%+12.7%Q4 2017
MCDMcdonalds Corp$3.35M0.57%0.00%-12.0%Q4 2017
SEICSei Investments Co$3.08M0.53%0.03%Not reportedQ4 2017
ABBVAbbVie Inc.$3.07M0.53%0.00%+0.2%Q1 2018
CVXChevron Corp$3.05M0.52%0.00%-0.4%Q4 2017
CSCOCisco Systems, Inc.$3.02M0.52%0.00%-13.1%Q1 2018
GEGeneral Electric Co$3.01M0.52%0.00%+0.2%Q4 2021
UBSUBS Group AG$2.85M0.49%0.00%-1.9%Q4 2017
PLTRPalantir Technologies Inc.$2.83M0.48%0.00%+33.1%Q4 2024
HDHome Depot, Inc.$2.81M0.48%0.00%+10.2%Q2 2018
ARLAmerican Realty Investors Inc$2.8M0.48%1.08%+0.3%Q1 2024
SGOLabrdn Gold ETF Trust$2.55M0.44%0.03%Not reportedQ4 2018
AMDAdvanced Micro Devices Inc$2.49M0.43%0.00%+32.2%Q3 2021
SPYSPDR S&P 500 ETF Trust$2.44M0.42%Not reported-3.3%Q4 2017
CATCaterpillar Inc$2.36M0.40%0.00%-6.9%Q1 2018
COPConocophillips$2.19M0.38%0.00%+2.4%Q4 2017
VVisa Inc.$2.14M0.37%0.00%+7.4%Q3 2018
TSLATesla, Inc.$2.03M0.35%0.00%+197.8%Q4 2021
GSGoldman Sachs Group Inc$1.98M0.34%0.00%-3.8%Q3 2018
EQBKEquity Bancshares Inc$1.91M0.33%0.22%-13.8%Q4 2017
AMGNAmgen Inc$1.88M0.32%0.00%-1.0%Q4 2017
COSTCostco Wholesale Corp$1.87M0.32%0.00%-9.0%Q1 2022
JNJJohnson & Johnson$1.82M0.31%0.00%-2.1%Q4 2017
PAAPlains All American Pipeline LP$1.78M0.31%0.01%-5.7%Q1 2019
PEPPepsico Inc$1.7M0.29%0.00%+0.1%Q4 2017
BKEBuckle Inc$1.65M0.28%0.06%Not reportedQ2 2022
MAMastercard Inc$1.65M0.28%0.00%+7.2%Q3 2020
BRK.ABerkshire Hathaway Inc$1.51M0.26%Not reportedNot reportedQ1 2018
VZVerizon Communications Inc$1.51M0.26%0.00%+1.0%Q4 2017
GOOGLAlphabet Inc.$1.42M0.24%0.00%+12.5%Q2 2018
GLDSPDR Gold Trust$1.39M0.24%0.00%+82.8%Q1 2023
SYKStryker Corp$1.35M0.23%0.00%Not reportedQ4 2017
OKEOneok Inc$1.32M0.23%0.00%-4.7%Q4 2017
Q3 2025Reported Oct 14, 2025154 positions
MDYSPDR S&P Midcap 400 ETF Trust$14.9M2.68%Not reported+0.5%Q4 2017
NVDANvidia Corp$12.6M2.27%0.00%-8.0%Q2 2018
AAPLApple Inc.$12.3M2.22%0.00%-3.2%Q4 2017
MSFTMicrosoft Corp$9.91M1.79%0.00%-2.2%Q4 2017
SPABASTROTECH Corp$8.03M1.45%Not reported+1.5%Q1 2024
GOOGAlphabet Inc.$6.1M1.10%Not reported+7.8%Q1 2018
BRK.BBerkshire Hathaway Inc$6.04M1.09%Not reported+17.0%Q4 2017
AMZNAmazon Com Inc$5.94M1.07%0.00%-0.5%Q2 2018
AVGOBroadcom Inc.$5.87M1.06%0.00%-10.9%Q4 2020
XOMExxonMobil Holdings Corp$5.75M1.04%0.00%-16.9%Q4 2017
WMTWalmart Inc.$5.27M0.95%0.00%+2.9%Q4 2017
ORCLOracle Corp$5.09M0.92%0.00%-13.4%Q4 2017
WMBWilliams Companies, Inc.$4.37M0.79%0.01%0.0%Q1 2018
JPMJPMorgan Chase & Co$4.28M0.77%0.00%+1.7%Q4 2017
METAMeta Platforms, Inc.$4.07M0.73%Not reported-1.1%Q2 2019
LLYELI LILLY & Co$3.92M0.71%0.00%+5.8%Q4 2019
MCDMcdonalds Corp$3.79M0.68%0.00%+9.0%Q4 2017
RTXRTX Corp$3.67M0.66%0.00%+2.6%Q3 2020
BACBank of America Corp$3.51M0.63%0.00%-4.7%Q4 2017
SEICSei Investments Co$3.18M0.57%0.03%Not reportedQ4 2017
CVXChevron Corp$3.12M0.56%0.00%-14.2%Q4 2017
ABBVAbbVie Inc.$3.1M0.56%0.00%+1.9%Q1 2018
CSCOCisco Systems, Inc.$3.09M0.56%0.00%-1.2%Q1 2018
HDHome Depot, Inc.$3M0.54%0.00%+4.5%Q2 2018
GEGeneral Electric Co$2.93M0.53%0.00%-6.6%Q4 2021
ARLAmerican Realty Investors Inc$2.91M0.52%1.08%+4.2%Q1 2024
UBSUBS Group AG$2.57M0.46%0.00%-1.1%Q4 2017
SPYSPDR S&P 500 ETF Trust$2.47M0.45%Not reported+1.4%Q4 2017
SGOLabrdn Gold ETF Trust$2.28M0.41%0.04%Not reportedQ4 2018
COSTCostco Wholesale Corp$2.21M0.40%0.00%+15.6%Q1 2022
PLTRPalantir Technologies Inc.$2.18M0.39%0.00%+207.2%Q4 2024
COPConocophillips$2.16M0.39%0.00%-11.6%Q4 2017
CATCaterpillar Inc$2.11M0.38%0.00%-27.2%Q1 2018
EQBKEquity Bancshares Inc$2.01M0.36%0.26%-12.5%Q4 2017
VVisa Inc.$1.94M0.35%0.00%-16.6%Q3 2018
GSGoldman Sachs Group Inc$1.86M0.34%0.00%-12.3%Q3 2018
BKEBuckle Inc$1.81M0.33%0.06%Not reportedQ2 2022
UNHUnitedhealth Group Inc$1.81M0.33%0.00%+5.4%Q4 2019
PAAPlains All American Pipeline LP$1.8M0.32%0.02%+1.5%Q1 2019
JNJJohnson & Johnson$1.66M0.30%0.00%-39.9%Q4 2017
PEPPepsico Inc$1.66M0.30%0.00%-6.7%Q4 2017
AMGNAmgen Inc$1.63M0.29%0.00%-6.0%Q4 2017
VZVerizon Communications Inc$1.61M0.29%0.00%-8.1%Q4 2017
NEENextera Energy Inc$1.57M0.28%0.00%+12.7%Q3 2020
IBMInternational Business Machines Corp$1.56M0.28%0.00%+323.3%Q1 2019
MAMastercard Inc$1.53M0.28%0.00%-0.1%Q3 2020
BRK.ABerkshire Hathaway Inc$1.51M0.27%Not reportedNot reportedQ1 2018
LINLinde PLC$1.43M0.26%0.00%+14.9%Q4 2020
SYKStryker Corp$1.43M0.26%0.00%Not reportedQ4 2017
AMDAdvanced Micro Devices Inc$1.42M0.26%0.00%Not reportedQ3 2021
Premium opens every quarter this fund has filed

Not investment advice. We make every effort to keep the information on SpoorBase accurate, but errors may occur. SpoorBase does not guarantee the accuracy or completeness of any data, and any use of the information is at the user’s sole responsibility. Valuation multiples are calculated by SpoorBase and may contain errors. See Disclosures. © 2026 SpoorBase. All rights reserved.