Wealth Alliance Advisory Group, LLC
Annual return '25
+16.1%
SPY '25
+17.7%
Alpha
-1.7ptsvs SPY
Invested
$631.6M
Holdings
196
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q4 2025: Sold 97.4% (78.7k → 2.1k shares)
8.7%
02
$FENI
FIDELITY COVINGTON TRUST
Q4 2025: Exited (was 824.3k shares)
7.8%
03
$VTV
VANGUARD INDEX FDS
Q1 2026: Increased +10.5% (18.6k → 20.6k shares)
6.1%
04
$PYLD
PIMCO ETF TR
Q4 2025: Exited (was 1.04M shares)
5.5%
05
$FBND
FIDELITY MERRIMACK STR TR
Q4 2025: Exited (was 697.9k shares)
5.0%
06
$VUG
VANGUARD INDEX FDS
Q4 2025: Increased +105.0% (59.7k → 122.4k shares)
4.9%
07
$JMUB
J P MORGAN EXCHANGE TRADED F
Q4 2025: Sold 79.6% (197.0k → 40.2k shares)
2.5%
08
$MUNI
PIMCO ETF TR
Q4 2025: Exited (was 191.2k shares)
2.5%
09
$BBAG
J P MORGAN EXCHANGE TRADED F
Q4 2025: Exited (was 262.0k shares)
2.4%
10
$FMUB
FIDELITY MERRIMACK STR TR
Held since at least Q1 2024
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:39 UTC.