Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, HYG, SCHZ, LQD, and represent 34.82% of Alliance Wealth Management Group's stock portfolio.
Added to shares of these 10 stocks: LQD, IVV, AGG, SPIB, HYG, IEMG, IEFA, SHYG, EMB, IJH.
Started 5 new stock positions in TSM, VEU, MMM, GEV, PM.
Reduced shares in these 10 stocks: FLRN, SCHX, SCHF, FLOT, IFLN, VXF, PCY, SCHA, SCHM, SCHD.
Sold out of its positions in IFLN, VXF.
Alliance Wealth Management Group was a net buyer of stock by $7.7M.
Alliance Wealth Management Group has $457M in assets under management (AUM), dropping by 0.31%.
Central Index Key (CIK): 0001623707

Tip: Access up to 7 years of quarterly data

Positions held by Alliance Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Alliance Wealth Management Group

Alliance Wealth Management Group holds 97 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	12.2	$56M		2.2M	25.64	View chart
Ishares Tr Core S&p500 Etf (IVV)	7.8	$36M	+5%	55k	653.69	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	5.2	$24M	+3%	298k	79.56	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	5.2	$24M		1.0M	23.22	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	4.4	$20M	+18%	186k	108.99	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	4.3	$20M	-2%	789k	24.75	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.9	$18M	+6%	180k	99.27	View chart
Spdr Ser Tr Blomberg Brc Inv (FLRN)	3.8	$17M	-10%	558k	30.78	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	3.5	$16M		491k	32.95	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	3.0	$14M	-3%	267k	50.95	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.8	$13M	+4%	144k	90.56	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	2.8	$13M	+3%	135k	93.93	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.5	$12M		376k	30.96	View chart
Ishares Tr Core Msci Emkt (IEMG)	2.5	$11M	+5%	161k	69.79	View chart
Spdr Series Trust State Street Spd (SPYM)	2.3	$10M		136k	76.54	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	2.2	$10M		405k	25.10	View chart
Ishares Tr National Mun Etf (MUB)	2.0	$9.3M	+3%	88k	106.15	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	2.0	$9.0M		311k	29.08	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	1.9	$8.9M	+3%	346k	25.62	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.7	$7.6M	+5%	113k	67.56	View chart
Apple (AAPL)	1.6	$7.2M		28k	253.79	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.4	$6.5M		210k	30.68	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.4	$6.3M	+4%	51k	124.38	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	1.3	$6.0M	+9%	142k	42.31	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	1.2	$5.5M	+20%	163k	33.54	View chart
Colgate-Palmolive Company (CL)	1.2	$5.4M		64k	85.23	View chart
Invesco Exchng Traded Fd Tr Emrng Mkt Svrg (PCY)	1.0	$4.6M	-3%	222k	20.90	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.9	$4.3M		91k	46.91	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.9	$4.2M	+2%	30k	142.54	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.9	$3.9M		86k	45.65	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.7	$3.0M		102k	29.13	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$2.8M		6.6k	426.40	View chart
Spdr Ser Tr Nuveen Brc Munic (TFI)	0.5	$2.5M	-4%	54k	45.34	View chart
Microsoft Corporation (MSFT)	0.5	$2.3M	-3%	6.3k	370.17	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.5	$2.2M	-2%	22k	96.80	View chart
Ishares Tr Core Div Grwth (DGRO)	0.5	$2.1M	+6%	30k	70.19	View chart
Spdr Series Trust Portfolio Md Etf (SPMD)	0.5	$2.1M		35k	59.22	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$1.9M	+4%	3.3k	577.12	View chart
Johnson & Johnson (JNJ)	0.4	$1.8M		7.2k	244.44	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$1.7M	-2%	5.8k	286.86	View chart
Spdr Ser Tr Portfolio Sm Etf (SPSM)	0.4	$1.6M		34k	48.32	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.3	$1.6M	+4%	34k	45.52	View chart
NVIDIA Corporation (NVDA)	0.3	$1.4M		8.3k	174.39	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$1.3M		7.0k	191.93	View chart
Spdr Series Trust Portfolio Tl Stk (SPTM)	0.3	$1.3M		17k	79.06	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.2M		4.2k	294.16	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.3	$1.2M		50k	24.27	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.2M		4.2k	287.56	View chart
Meta Platforms Cl A (META)	0.2	$1.1M	+2%	2.0k	572.13	View chart
Merck & Co (MRK)	0.2	$1.1M		9.2k	120.29	View chart
Amazon (AMZN)	0.2	$984k	-5%	4.7k	208.27	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$983k	+10%	1.6k	597.65	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$875k	-2%	2.0k	436.81	View chart
At&t (T)	0.2	$837k		29k	28.99	View chart
Cisco Systems (CSCO)	0.2	$760k		9.8k	77.59	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$754k	+8%	9.1k	82.57	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$738k		24k	30.50	View chart
Home Depot (HD)	0.2	$732k	+33%	2.2k	328.89	View chart
Spdr Tr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$667k		1.0k	650.34	View chart
Coca-Cola Bottling Co. Consolidated (COKE)	0.1	$653k		8.6k	76.05	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$589k	-8%	2.7k	215.04	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$537k	-3%	1.7k	320.85	View chart
Chevron Corporation (CVX)	0.1	$533k	+3%	2.6k	206.90	View chart
International Business Machines (IBM)	0.1	$528k	+2%	2.2k	242.44	View chart
Bank of America Corporation (BAC)	0.1	$521k		11k	48.75	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$517k		2.6k	196.20	View chart
Nextera Energy (NEE)	0.1	$465k		5.0k	92.89	View chart
Linde SHS (LIN)	0.1	$443k		893.00	495.76	View chart
Visa Com Cl A (V)	0.1	$413k		1.4k	302.24	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.1	$406k		5.7k	70.91	View chart
Broadcom (AVGO)	0.1	$402k	+4%	1.3k	309.51	View chart
Costco Wholesale Corporation (COST)	0.1	$379k	+5%	381.00	995.89	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$369k		1.7k	213.67	View chart
Trane Technologies SHS (TT)	0.1	$362k		869.00	416.74	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$340k		709.00	479.20	View chart
Netflix (NFLX)	0.1	$328k	+2%	3.4k	96.15	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$327k		2.4k	138.33	View chart
Bank of New York Mellon Corporation (BK)	0.1	$306k		2.6k	118.63	View chart
Verizon Communications (VZ)	0.1	$299k	+3%	6.0k	50.20	View chart
Ge Aerospace Com New	0.1	$284k	+17%	1.0k	283.77	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$276k		2.2k	128.12	View chart
Tesla Motors (TSLA)	0.1	$271k	-5%	728.00	371.75	View chart
Public Service Enterprise (PEG)	0.1	$263k		3.3k	80.95	View chart
Oracle Corporation (ORCL)	0.1	$250k	+9%	1.7k	147.11	View chart
Ge Vernova (GEV)	0.1	$240k	NEW	275.00	872.90	View chart
Hershey Company (HSY)	0.1	$229k		1.1k	207.89	View chart
Philip Morris International (PM)	0.0	$226k	NEW	3.4k	65.99	View chart
Citigroup Com New (C)	0.0	$225k		2.0k	113.41	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.0	$224k	+2%	7.7k	29.18	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$220k	NEW	650.00	337.95	View chart
Walt Disney Company (DIS)	0.0	$219k		2.3k	96.37	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$215k	NEW	2.9k	75.11	View chart
Eli Lilly & Co. (LLY)	0.0	$210k	+12%	228.00	919.77	View chart
3M Company (MMM)	0.0	$209k	NEW	1.4k	145.23	View chart
Las Vegas Sands (LVS)	0.0	$207k		3.9k	53.88	View chart
UnitedHealth (UNH)	0.0	$204k	+3%	755.00	270.59	View chart
PNC Financial Services (PNC)	0.0	$204k		978.00	208.09	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 2026 Q1 filed April 29, 2026
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z