Long-term investor
Wealth Alliance Advisory Group, LLC @wealthallianceadvisorygr
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001735734).
Record
- Tracked since 2025-06-30 (434 days), 65 trades recorded
- Returns: week n/a · month n/a · 90 days +6.3% · 6 months +7.2% · 1 year +14.1% · all +14.1%
- Max drawdown -0.9% · Sharpe 1.11 · win rate 37% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 9.1% · long · since 2025-06-30
- FENI · 8.0% · long · since 2025-06-30
- VTV · 6.2% · long · since 2025-06-30
- VUG · 5.3% · long · since 2025-06-30
- PYLD · 5.1% · long · since 2025-06-30
- FBND · 4.4% · long · since 2025-06-30
- TRSY · 2.7% · long · since 2026-03-31
- JMUB · 2.4% · long · since 2025-06-30
- MUNI · 2.4% · long · since 2025-06-30
- VTI · 2.2% · long · since 2025-06-30
- BBAG · 2.2% · long · since 2025-06-30
- FMUB · 2.1% · long · since 2026-03-31