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WILLIAM FRANEY

Wealth Alliance, Llc

Assets Managed
$1.013B
Holdings
548
Last Quarter
2026 - Q1
Filed Date
1mo 1d ago
Growth Rate
-0.87%(2Q avg: 2.11%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealth Alliance, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 548 positions.

Assets under management

The assets under management (AUM) of Wealth Alliance, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.013B in assets, with a quarterly growth rate of -0.87% and a 2-quarter average growth rate of 2.11%. The portfolio is managed by WILLIAM FRANEY, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -0.98%
8.49%
$85.95M
338,664 shares@ $253.8 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 12.94%
4.06%
$41.029M
62,811 shares@ $653.21 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 5.74%
3.16%
$31.918M
548,607 shares@ $58.18 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Decreased -9.86%
3.11%
$31.463M
149,006 shares@ $211.15 avg price
IUSB
Ishares Core Total Bond Etf
Recent Activity
Increased 17.49%
2.57%
$25.964M
562,117 shares@ $46.19 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Decreased -6.01%
2.44%
$24.643M
217,868 shares@ $113.12 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -13.83%
2.03%
$20.464M
293,391 shares@ $69.75 avg price
EFV
Ishares Msci Eafe Value Etf
Recent Activity
Decreased -3.6%
1.89%
$19.066M
256,430 shares@ $74.36 avg price
AMLP
Alerian Mlp Etf
Recent Activity
Increased 6.26%
1.52%
$15.38M
292,167 shares@ $52.64 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -7.38%
1.44%
$14.482M
39,122 shares@ $370.18 avg price

1-10 of 548