Managers / Q2 2020 · view latest →
Wealth Alliance Advisory Group, LLC
CIK 0001735734 · 10585 E 21ST ST N, WICHITA, KS, 67206 · 316-221-3950
Reported Value
$163M
Q2 2020
Positions
125
Filings on Record
30
2019–present window
Filed
Jul 8, 2020
original filing
Summary
Wealth Alliance Advisory Group, Llc reported $163M in U.S.-listed holdings across 125 positions for Q2 2020.
Its largest position, IVV, represents 10.9% of the portfolio.
Compared with Q1 2020, the fund opened 19 new positions and exited 13.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2020
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $632M | 197 | Apr 9, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $584M | 197 | Jan 29, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $554M | 191 | Oct 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $525M | 186 | Jul 7, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $482M | 196 | Apr 10, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $473M | 188 | Jan 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $476M | 193 | Oct 18, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $444M | 192 | Jul 30, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $431M | 188 | Apr 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $383M | 183 | Jan 10, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $337M | 179 | Oct 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $283M | 171 | Jul 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $267M | 166 | May 2, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $261.5B | 173 | Jan 17, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $227M | 157 | Oct 12, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $212M | 146 | Jul 8, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $231M | 155 | Apr 18, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $230M | 165 | Jan 13, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $206M | 147 | Oct 8, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $206M | 151 | Jul 13, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $195M | 153 | Apr 28, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $185M | 151 | Jan 25, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $169M | 134 | Oct 8, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $163M | 125 | Jul 8, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $129M | 119 | Apr 15, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $175M | 135 | Jan 24, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $161M | 129 | Nov 1, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $162M | 127 | Jul 17, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $155M | 127 | May 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $134M | 119 | Jan 28, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.