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Alliance Wealth Management

Latest statistics and disclosures from Alliance Wealth Management Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHX, IVV, SCHZ, HYG, SCHF, and represent 35.51% of Alliance Wealth Management Group's stock portfolio.
Added to shares of these 10 stocks: LQD (+$9.4M), HYG (+$5.9M), AGG, IVV, EMB, MUB, SHYG, QQQ, IEFA, TT.
Started 3 new stock positions in LLY, TT, PNC.
Reduced shares in these 10 stocks: CORP (-$8.9M), PHB, SCHA, SCHZ, SCHX, SCHE, TFI, IJR, PCY, FLRN.
Sold out of its positions in ABBV, PM, PG, VEU.
Alliance Wealth Management Group was a net buyer of stock by $1.2M.
Alliance Wealth Management Group has $456M in assets under management (AUM), dropping by 1.35%.
Central Index Key (CIK): 0001623707

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Portfolio Holdings for Alliance Wealth Management Group

Alliance Wealth Management Group holds 94 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	13.1	$60M		2.2M	26.91	View chart
Ishares Tr Core S&p500 Etf (IVV)	7.8	$36M	+2%	52k	685.02	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	5.2	$24M	-4%	1.0M	23.37	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	5.1	$23M	+33%	290k	80.63	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	4.3	$20M		811k	24.04	View chart
Spdr Ser Tr Blomberg Brc Inv (FLRN)	4.2	$19M	-2%	624k	30.73	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	3.8	$17M	+120%	157k	110.19	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.7	$17M	+19%	169k	99.88	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	3.5	$16M	-5%	482k	32.75	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	3.1	$14M		276k	50.86	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	2.8	$13M	+6%	131k	96.28	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.7	$12M	+4%	137k	89.48	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.5	$11M		380k	30.07	View chart
Spdr Series Trust State Street Spd (SPYM)	2.4	$11M	-2%	137k	80.22	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	2.4	$11M	-2%	408k	26.23	View chart
Ishares Tr Core Msci Emkt (IEMG)	2.2	$10M		152k	67.24	View chart
Ishares Tr National Mun Etf (MUB)	2.0	$9.1M	+8%	85k	107.11	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	2.0	$9.0M	-15%	316k	28.48	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	1.9	$8.6M	+3%	335k	25.75	View chart
Apple (AAPL)	1.7	$7.7M	-2%	28k	271.86	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.6	$7.1M	+3%	107k	66.02	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.3	$5.9M		215k	27.43	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.3	$5.8M	-9%	49k	120.24	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	1.2	$5.6M	+11%	130k	42.87	View chart
Colgate-Palmolive Company (CL)	1.1	$5.0M		64k	79.02	View chart
Invesco Exchng Traded Fd Tr Emrng Mkt Svrg (PCY)	1.1	$5.0M	-10%	231k	21.66	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	1.0	$4.6M		135k	33.81	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.9	$4.3M		29k	148.72	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.9	$4.2M	-6%	90k	46.81	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.9	$3.9M	-3%	87k	44.41	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.7	$3.3M		102k	32.62	View chart
Microsoft Corporation (MSFT)	0.7	$3.1M		6.5k	483.61	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.7	$3.1M		6.6k	473.30	View chart
Spdr Ser Tr Nuveen Brc Munic (TFI)	0.6	$2.6M	-23%	57k	45.71	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.5	$2.2M	-79%	23k	97.85	View chart
Spdr Series Trust Portfolio Md Etf (SPMD)	0.4	$2.0M	-2%	35k	57.91	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$2.0M	+6%	28k	69.43	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$2.0M	+37%	3.2k	614.24	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$1.9M		5.9k	313.80	View chart
Spdr Ser Tr Portfolio Sm Etf (SPSM)	0.3	$1.6M	-16%	34k	46.86	View chart
NVIDIA Corporation (NVDA)	0.3	$1.5M		8.2k	186.49	View chart
Johnson & Johnson (JNJ)	0.3	$1.5M		7.2k	206.96	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.3	$1.4M		33k	43.25	View chart
Spdr Series Trust Portfolio Tl Stk (SPTM)	0.3	$1.4M	-5%	17k	82.50	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.3M		4.2k	322.22	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$1.3M		7.0k	191.57	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.3M		4.2k	313.00	View chart
Meta Platforms Cl A (META)	0.3	$1.3M		1.9k	660.09	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.3	$1.2M	+3%	50k	24.37	View chart
Amazon (AMZN)	0.3	$1.2M		5.0k	230.82	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$1.0M	+8%	2.1k	487.88	View chart
Merck & Co (MRK)	0.2	$973k		9.2k	105.26	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$931k	-4%	1.5k	627.13	View chart
Cisco Systems (CSCO)	0.2	$754k	+6%	9.8k	77.03	View chart
At&t (T)	0.2	$730k		29k	24.84	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$718k		24k	29.61	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$700k	+8%	8.5k	82.82	View chart
Spdr Tr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$700k		1.0k	681.92	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$660k		3.0k	219.76	View chart
International Business Machines (IBM)	0.1	$630k		2.1k	296.26	View chart
Coca-Cola Bottling Co. Consolidated (COKE)	0.1	$601k		8.6k	69.91	View chart
Bank of America Corporation (BAC)	0.1	$588k		11k	55.00	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$583k	-33%	1.7k	335.31	View chart
Home Depot (HD)	0.1	$573k		1.7k	344.10	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$503k		2.6k	190.99	View chart
Visa Com Cl A (V)	0.1	$479k		1.4k	350.71	View chart
Broadcom (AVGO)	0.1	$433k		1.3k	346.10	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.1	$424k		5.7k	74.17	View chart
Nextera Energy (NEE)	0.1	$400k		5.0k	80.27	View chart
Invesco Exchng Traded Fd Tr Fndmntl Hy Crp (PHB)	0.1	$387k	-91%	21k	18.60	View chart
Linde SHS (LIN)	0.1	$381k		893.00	426.39	View chart
Chevron Corporation (CVX)	0.1	$381k		2.5k	152.41	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$363k		1.7k	210.34	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$351k	-2%	699.00	502.65	View chart
Tesla Motors (TSLA)	0.1	$345k	-11%	768.00	449.72	View chart
Trane Technologies SHS (TT)	0.1	$338k	NEW	869.00	389.20	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$334k		2.4k	141.06	View chart
Netflix (NFLX)	0.1	$313k	+1204%	3.3k	93.76	View chart
Costco Wholesale Corporation (COST)	0.1	$311k		361.00	861.52	View chart
Oracle Corporation (ORCL)	0.1	$301k		1.5k	194.91	View chart
Bank of New York Mellon Corporation (BK)	0.1	$299k		2.6k	116.09	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$295k		2.2k	136.94	View chart
Ge Aerospace Com New	0.1	$262k		850.00	308.03	View chart
Public Service Enterprise (PEG)	0.1	$261k		3.3k	80.30	View chart
Walt Disney Company (DIS)	0.1	$259k		2.3k	113.76	View chart
Las Vegas Sands (LVS)	0.1	$251k		3.9k	65.09	View chart
UnitedHealth (UNH)	0.1	$241k	-3%	730.00	330.11	View chart
Verizon Communications (VZ)	0.1	$235k		5.8k	40.73	View chart
Citigroup Com New (C)	0.1	$232k	-20%	2.0k	116.69	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.0	$220k	+3%	7.5k	29.28	View chart
Eli Lilly & Co. (LLY)	0.0	$218k	NEW	203.00	1074.68	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$211k		1.0k	209.09	View chart
PNC Financial Services (PNC)	0.0	$204k	NEW	978.00	208.73	View chart
Hershey Company (HSY)	0.0	$200k		1.1k	181.98	View chart

Past Filings by Alliance Wealth Management Group

SEC 13F filings are viewable for Alliance Wealth Management Group going back to 2015

Alliance Wealth Management Group 2025 Q4 filed Jan. 21, 2026
Alliance Wealth Management Group 2025 Q3 filed Oct. 28, 2025
Alliance Wealth Management Group 2025 Q2 filed Aug. 7, 2025
Alliance Wealth Management Group 2025 Q1 filed May 8, 2025
Alliance Wealth Management Group 2024 Q4 filed Feb. 12, 2025
Alliance Wealth Management Group 2024 Q3 filed Nov. 13, 2024
Alliance Wealth Management Group 2024 Q2 filed July 12, 2024
Alliance Wealth Management Group 2024 Q1 filed May 2, 2024
Alliance Wealth Management Group 2023 Q4 filed Jan. 19, 2024
Alliance Wealth Management Group 2023 Q2 filed Aug. 10, 2023
Alliance Wealth Management Group 2023 Q1 filed May 8, 2023
Alliance Wealth Management Group 2022 Q4 filed Feb. 13, 2023
Alliance Wealth Management Group 2022 Q3 filed Nov. 7, 2022
Alliance Wealth Management Group 2022 Q2 filed Aug. 10, 2022
Alliance Wealth Management Group 2022 Q1 filed May 10, 2022
Alliance Wealth Management Group 2021 Q4 filed Jan. 18, 2022

View all past filings

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