Wealth Alliance Advisory Group, LLC

CIK 0001735734 • 7 13F filings • Apr 10, 2025 – Oct 14, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $482.3M196 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$2.1M	0.4%	10,114 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$862K	0.2%	2,763 SH
AGNICO EAGLE MINES LTD	COM	$223K	0.0%	2,059 SH
ALPHABET INC	CAP STK CL A	$662K	0.1%	4,283 SH
ALPHABET INC	CAP STK CL C	$3.6M	0.8%	23,309 SH
ALTRIA GROUP INC	COM	$1.4M	0.3%	23,823 SH
AMAZON COM INC	COM	$4.7M	1.0%	24,685 SH
AMERICAN RLTY INVS INC	COM	$1.8M	0.4%	165,000 SH
AMERICAN TOWER CORP NEW	COM	$228K	0.0%	1,050 SH
AMGEN INC	COM	$1.9M	0.4%	6,003 SH
AMMO INC	COM	$56K	0.0%	40,498 SH
AMPLIFY ETF TR	AMPLIFY ETHO CLI	$396K	0.1%	7,200 SH
APOLLO GLOBAL MGMT INC	COM	$274K	0.1%	2,000 SH
APPLE INC	COM	$10.6M	2.2%	47,919 SH
ARES CAPITAL CORP	COM	$440K	0.1%	19,852 SH
AT&T INC	COM	$1.1M	0.2%	37,720 SH
BANK AMERICA CORP	COM	$3.1M	0.6%	74,985 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$1.6M	0.3%	2 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$5.6M	1.2%	10,575 SH
BLACKROCK INC	COM	$533K	0.1%	563 SH
BLACKSTONE INC	COM	$391K	0.1%	2,800 SH
BOEING CO	COM	$682K	0.1%	3,997 SH
BP PLC	SPONSORED ADR	$867K	0.2%	25,657 SH
BRISTOL-MYERS SQUIBB CO	COM	$1.0M	0.2%	16,599 SH
BROADCOM INC	COM	$2.8M	0.6%	17,005 SH
BUCKLE INC	COM	$1.2M	0.2%	30,900 SH
CAPITOL FED FINL INC	COM	$72K	0.0%	12,942 SH
CARDINAL HEALTH INC	COM	$539K	0.1%	3,915 SH
CATERPILLAR INC	COM	$1.7M	0.3%	5,042 SH
CHENIERE ENERGY PARTNERS LP	COM UNIT	$284K	0.1%	4,300 SH
CHEVRON CORP NEW	COM	$3.6M	0.8%	21,689 SH
CINCINNATI FINL CORP	COM	$217K	0.0%	1,469 SH
CISCO SYS INC	COM	$2.1M	0.4%	34,543 SH
COCA COLA CO	COM	$936K	0.2%	13,067 SH
COMCAST CORP NEW	CL A	$209K	0.0%	5,657 SH
COMMERCE BANCSHARES INC	COM	$415K	0.1%	6,661 SH
CONNECTONE BANCORP INC	COM	$252K	0.1%	10,385 SH
CONOCOPHILLIPS	COM	$2.1M	0.4%	19,884 SH
CONSOLIDATED EDISON INC	COM	$376K	0.1%	3,400 SH
COSTCO WHSL CORP NEW	COM	$1.9M	0.4%	1,964 SH
CSX CORP	COM	$339K	0.1%	11,520 SH
DEERE & CO	COM	$285K	0.1%	607 SH
DEVON ENERGY CORP NEW	COM	$643K	0.1%	17,186 SH
DIAMONDBACK ENERGY INC	COM	$206K	0.0%	1,287 SH
EATON VANCE MUN BD FD	COM	$126K	0.0%	12,611 SH
EATON VANCE TAX ADVT DIV INC	COM	$396K	0.1%	17,037 SH
EATON VANCE TAX-MANAGED BUY-	COM	$621K	0.1%	47,046 SH
ELI LILLY & CO	COM	$3.8M	0.8%	4,650 SH
ENBRIDGE INC	COM	$794K	0.2%	17,909 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$857K	0.2%	46,105 SH
ENTERPRISE PRODS PARTNERS L	COM	$567K	0.1%	16,603 SH
EOG RES INC	COM	$743K	0.2%	5,797 SH
EQUITY BANCSHARES INC	COM CL A	$2.3M	0.5%	59,301 SH
ETFS GOLD TR	PHYSCL GOLD SHS	$1.8M	0.4%	62,017 SH
EXCHANGE TRADED CONCEPTS TRU	ETC 6 HEDGED EQU	$661K	0.1%	16,833 SH
EXCHANGE TRADED CONCEPTS TRU	ETC 6 LOW BETA	$523K	0.1%	13,877 SH
EXXON MOBIL CORP	COM	$7.3M	1.5%	61,628 SH
FASTENAL CO	COM	$423K	0.1%	5,449 SH
FIDELITY COMWLTH TR	NASDAQ COMPSIT	$664K	0.1%	9,756 SH
FIDELITY COVINGTON TRUST	ENHANCED INTL	$23.7M	4.9%	797,717 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$31.4M	6.5%	688,869 SH
FIFTH THIRD BANCORP	COM	$251K	0.1%	6,395 SH
FIRST TR SML CP CORE ALPHA F	COM SHS	$5.4M	1.1%	59,835 SH
FORD MTR CO	COM	$583K	0.1%	58,152 SH
FORTINET INC	COM	$987K	0.2%	10,250 SH
FRANKLIN TEMPLETON ETF TR	FRANKLIN DYN MUN	$4.1M	0.9%	168,714 SH
FRANKLIN TEMPLETON ETF TR	MUNICIPAL GRN BD	$3.4M	0.7%	145,000 SH
FREEPORT-MCMORAN INC	CL B	$209K	0.0%	5,529 SH
GARMIN LTD	SHS	$251K	0.1%	1,155 SH
GE AEROSPACE	COM NEW	$2.0M	0.4%	9,989 SH
GENERAL DYNAMICS CORP	COM	$275K	0.1%	1,010 SH
GENERAL MLS INC	COM	$249K	0.1%	4,159 SH
GILEAD SCIENCES INC	COM	$267K	0.1%	2,382 SH
GOLDMAN SACHS GROUP INC	COM	$1.4M	0.3%	2,485 SH
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$831K	0.2%	12,744 SH
HCA HEALTHCARE INC	COM	$210K	0.0%	608 SH
HERSHEY CO	COM	$312K	0.1%	1,824 SH
HESS CORP	COM	$657K	0.1%	4,111 SH
HOME DEPOT INC	COM	$2.3M	0.5%	6,174 SH
HONEYWELL INTL INC	COM	$553K	0.1%	2,613 SH
HUNTINGTON BANCSHARES INC	COM	$284K	0.1%	18,924 SH
INCYTE CORP	COM	$206K	0.0%	3,400 SH
INTEL CORP	COM	$221K	0.0%	9,744 SH
INTERNATIONAL BUSINESS MACHS	COM	$354K	0.1%	1,422 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$619K	0.1%	3,575 SH
INVESCO MUN OPPORTUNITY TR	COM	$508K	0.1%	53,540 SH
INVESCO MUNICIPAL TRUST	COM	$675K	0.1%	69,966 SH
INVESCO QQQ TR	UNIT SER 1	$392K	0.1%	835 SH
INVESCO TR INVT GRADE MUNS	COM	$157K	0.0%	15,737 SH
ISHARES SILVER TR	ISHARES	$226K	0.0%	7,303 SH
ISHARES TR	CORE S&P TTL STK	$524K	0.1%	4,293 SH
ISHARES TR	CORE S&P500 ETF	$43.0M	8.9%	76,487 SH
ISHARES TR	CORE US AGGBD ET	$1.5M	0.3%	15,012 SH
ISHARES TR	NATIONAL MUN ETF	$764K	0.2%	7,243 SH
J P MORGAN EXCHANGE TRADED F	BETABUILDERS US	$11.9M	2.5%	258,425 SH
J P MORGAN EXCHANGE TRADED F	INTRNL RES EQT	$450K	0.1%	7,056 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$10.1M	2.1%	202,950 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$5.1M	1.1%	99,855 SH
JOHNSON & JOHNSON	COM	$1.6M	0.3%	9,838 SH
JPMORGAN CHASE & CO.	COM	$3.2M	0.7%	13,155 SH
KIMBERLY-CLARK CORP	COM	$539K	0.1%	3,790 SH
KINDER MORGAN INC DEL	COM	$262K	0.1%	9,166 SH
KROGER CO	COM	$305K	0.1%	4,508 SH
LAM RESEARCH CORP	COM NEW	$200K	0.0%	2,754 SH
LINDE PLC	SHS	$1.2M	0.2%	2,563 SH
LOCKHEED MARTIN CORP	COM	$635K	0.1%	1,421 SH
LYONDELLBASELL INDUSTRIES N	SHS - A -	$234K	0.0%	3,317 SH
M & T BK CORP	COM	$278K	0.1%	1,557 SH
MASTERCARD INCORPORATED	CL A	$1.4M	0.3%	2,577 SH
MCDONALDS CORP	COM	$2.7M	0.6%	8,789 SH
MERCK & CO INC	COM	$269K	0.1%	2,992 SH
META PLATFORMS INC	CL A	$2.9M	0.6%	5,036 SH
MICROSOFT CORP	COM	$6.7M	1.4%	17,980 SH
MICROSTRATEGY INC	CL A NEW	$424K	0.1%	1,472 SH
MONDELEZ INTL INC	CL A	$464K	0.1%	6,837 SH
MORGAN STANLEY	COM NEW	$217K	0.0%	1,863 SH
NETFLIX INC	COM	$825K	0.2%	885 SH
NEXTERA ENERGY INC	COM	$1.2M	0.3%	17,595 SH
NORTHERN DYNASTY MINERALS LT	COM NEW	$17K	0.0%	15,000 SH
NOVARTIS AG	SPONSORED ADR	$301K	0.1%	2,700 SH
NUVEEN FLOATING RATE INCOME	COM	$99K	0.0%	11,741 SH
NUVEEN MUNICIPAL CREDIT INC	COM SH BEN INT	$799K	0.2%	65,321 SH
NUVEEN QUALITY MUNCP INCOME	COM	$390K	0.1%	33,850 SH
NVIDIA CORPORATION	COM	$7.4M	1.5%	68,672 SH
OGE ENERGY CORP	COM	$220K	0.0%	4,776 SH
ONEOK INC NEW	COM	$1.7M	0.4%	17,378 SH
ORACLE CORP	COM	$2.7M	0.6%	19,156 SH
OTTER TAIL CORP	COM	$223K	0.0%	2,779 SH
PALANTIR TECHNOLOGIES INC	CL A	$332K	0.1%	3,930 SH
PAYCHEX INC	COM	$495K	0.1%	3,208 SH
PEPSICO INC	COM	$1.9M	0.4%	12,375 SH
PFIZER INC	COM	$801K	0.2%	31,628 SH
PHILIP MORRIS INTL INC	COM	$444K	0.1%	2,800 SH
PHILLIPS 66	COM	$1.1M	0.2%	9,030 SH
PIMCO CORPORATE & INCOME OPP	COM	$258K	0.1%	17,847 SH
PIMCO ETF TR	INTER MUN BD ACT	$10.1M	2.1%	196,611 SH
PIMCO ETF TR	MULTISECTOR BD	$27.1M	5.6%	1,028,183 SH
PIMCO INCOME STRATEGY FD II	COM	$90K	0.0%	12,000 SH
PIMCO MUN INCOME FD II	COM	$303K	0.1%	37,400 SH
PLAINS ALL AMERN PIPELINE L	UNIT LTD PARTN	$1.9M	0.4%	93,222 SH
PLAINS GP HLDGS L P	LTD PARTNR INT A	$264K	0.1%	12,350 SH
PRICE T ROWE GROUP INC	COM	$226K	0.0%	2,458 SH
PROCTER AND GAMBLE CO	COM	$1.6M	0.3%	9,530 SH
PROSHARES TR	ULTRAPRO QQQ	$519K	0.1%	9,049 SH
PROSHARES TR	ULTRPRO S&P500	$557K	0.1%	7,539 SH
PUBLIC SVC ENTERPRISE GRP IN	COM	$240K	0.0%	2,922 SH
QUALCOMM INC	COM	$316K	0.1%	2,056 SH
RANGE RES CORP	COM	$401K	0.1%	10,045 SH
REGIONS FINANCIAL CORP NEW	COM	$318K	0.1%	14,636 SH
RTX CORPORATION	COM	$2.8M	0.6%	21,016 SH
SALESFORCE INC	COM	$1.4M	0.3%	5,254 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$529K	0.1%	18,919 SH
SEI INVTS CO	COM	$2.9M	0.6%	37,504 SH
SELECT SECTOR SPDR TR	ENERGY	$243K	0.1%	2,598 SH
SELECT SECTOR SPDR TR	FINANCIAL	$269K	0.1%	5,396 SH
SELECT SECTOR SPDR TR	RL EST SEL SEC	$1.0M	0.2%	24,273 SH
SERVICENOW INC	COM	$330K	0.1%	415 SH
SHOPIFY INC	CL A	$299K	0.1%	3,130 SH
SOUTHERN CO	COM	$633K	0.1%	6,884 SH
SPDR GOLD TR	GOLD SHS	$404K	0.1%	1,401 SH
SPDR INDEX SHS FDS	MSCI ACWI EXUS	$13.7M	2.8%	463,164 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$5.6M	1.2%	142,548 SH
SPDR S&P 500 ETF TR	TR UNIT	$2.0M	0.4%	3,529 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$12.8M	2.6%	23,934 SH
SPDR SER TR	PORTFOLI S&P1500	$6.3M	1.3%	92,137 SH
SPDR SER TR	PORTFOLIO AGRGTE	$7.8M	1.6%	306,085 SH
SPDR SER TR	PRTFLO S&P500 HI	$556K	0.1%	12,557 SH
SPROTT PHYSICAL GOLD TR	UNIT	$297K	0.1%	12,364 SH
STRYKER CORPORATION	COM	$1.4M	0.3%	3,855 SH
SUNOCO LP/SUNOCO FIN CORP	COM UT REP LP	$212K	0.0%	3,654 SH
TARGET CORP	COM	$308K	0.1%	2,950 SH
TESLA INC	COM	$344K	0.1%	1,327 SH
TEXAS INSTRS INC	COM	$439K	0.1%	2,441 SH
THERMO FISHER SCIENTIFIC INC	COM	$953K	0.2%	1,915 SH
TIDAL TR II	YIELDMAX UNIVERS	$252K	0.1%	18,846 SH
TRUIST FINL CORP	COM	$519K	0.1%	12,624 SH
UBS GROUP AG	SHS	$1.9M	0.4%	63,400 SH
UNION PAC CORP	COM	$204K	0.0%	865 SH
UNITED PARCEL SERVICE INC	CL B	$499K	0.1%	4,533 SH
UNITEDHEALTH GROUP INC	COM	$2.5M	0.5%	4,731 SH
US BANCORP DEL	COM NEW	$759K	0.2%	17,972 SH
VALERO ENERGY CORP	COM	$318K	0.1%	2,406 SH
VANGUARD INDEX FDS	GROWTH ETF	$21.4M	4.4%	57,682 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$10.0M	2.1%	36,339 SH
VANGUARD INDEX FDS	VALUE ETF	$32.9M	6.8%	190,205 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.8M	0.4%	36,782 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$313K	0.1%	6,154 SH
VANGUARD WORLD FD	INF TECH ETF	$287K	0.1%	530 SH
VERIZON COMMUNICATIONS INC	COM	$1.7M	0.4%	37,861 SH
VISA INC	COM CL A	$2.6M	0.5%	7,381 SH
VISTRA CORP	COM	$245K	0.1%	2,090 SH
WALMART INC	COM	$4.3M	0.9%	48,665 SH
WELLS FARGO CO NEW	COM	$327K	0.1%	4,556 SH
WHEATON PRECIOUS METALS CORP	COM	$235K	0.0%	3,025 SH
WILLIAMS COS INC	COM	$4.2M	0.9%	70,009 SH
WISDOMTREE TR	ARTIFICIAL INTEL	$208K	0.0%	10,942 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 14, 2026	Q3 2026	13F-HR	0002085853-26-001174	—	View
Jan 29, 2026	Q4 2025	13F-HR	0002085853-26-000144	$584.0M	View
Oct 14, 2025	Q3 2025