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a Brown Edwards Wealth Strategies

Latest statistics and disclosures from Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002106763

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Positions held by Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies

Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies holds 66 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	18.0	$19M	57k	335.27	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	5.4	$5.7M	27k	211.79	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	5.2	$5.6M	141k	39.59	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	4.0	$4.2M	30k	143.33	View chart
Apple (AAPL)	3.7	$4.0M	15k	271.87	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	3.6	$3.8M	13k	302.12	View chart
Vanguard Index Fds Value Etf (VTV)	3.5	$3.8M	20k	190.99	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	3.2	$3.4M	69k	49.90	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	3.1	$3.3M	43k	77.88	View chart
Vanguard Index Fds Small Cp Etf (VB)	3.0	$3.2M	13k	257.96	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	2.9	$3.1M	41k	75.44	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.7	$2.9M	54k	53.76	View chart
Vanguard Index Fds Large Cap Etf (VV)	2.7	$2.9M	9.2k	314.81	View chart
Caterpillar (CAT)	2.5	$2.6M	4.6k	572.87	View chart
Vanguard Index Fds Growth Etf (VUG)	2.2	$2.4M	4.9k	487.88	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	2.0	$2.1M	27k	78.81	View chart
Wal-Mart Stores (WMT)	2.0	$2.1M	19k	111.41	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.9	$2.0M	14k	143.52	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.8	$1.9M	8.8k	219.78	View chart
Paccar (PCAR)	1.8	$1.9M	17k	109.51	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.5	$1.6M	23k	69.67	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	1.4	$1.5M	39k	38.00	View chart
JPMorgan Chase & Co. (JPM)	1.3	$1.4M	4.2k	322.22	View chart
Norfolk Southern (NSC)	1.1	$1.1M	4.0k	288.72	View chart
Microsoft Corporation (MSFT)	1.1	$1.1M	2.3k	483.62	View chart
Vanguard World Mega Grwth Ind (MGK)	1.0	$1.0M	2.5k	412.85	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.0	$1.0M	22k	46.59	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.9	$944k	3.3k	290.25	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.8	$894k	14k	62.47	View chart
InterDigital (IDCC)	0.8	$890k	2.8k	318.38	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$889k	2.8k	313.00	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.8	$846k	17k	49.46	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$693k	2.2k	313.80	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.6	$674k	21k	32.73	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.6	$597k	10k	58.73	View chart
Burke & Herbert Financial Serv (BHRB)	0.5	$563k	9.0k	62.31	View chart
Texas Instruments Incorporated (TXN)	0.5	$555k	3.2k	173.49	View chart
Huntington Ingalls Inds (HII)	0.5	$533k	1.6k	340.07	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$527k	773.00	682.24	View chart
UnitedHealth (UNH)	0.5	$519k	1.6k	330.11	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.4	$476k	6.5k	73.56	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$446k	711.00	627.57	View chart
Cisco Systems (CSCO)	0.4	$442k	5.7k	77.03	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$428k	696.00	614.31	View chart
Cummins (CMI)	0.4	$421k	824.00	510.45	View chart
Eli Lilly & Co. (LLY)	0.4	$416k	387.00	1074.68	View chart
Rbc Cad (RY)	0.4	$382k	2.2k	170.49	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.4	$374k	4.8k	77.53	View chart
Ishares Tr Select Us Reit (ICF)	0.3	$360k	6.0k	59.67	View chart
Exxon Mobil Corporation (XOM)	0.3	$354k	2.9k	120.34	View chart
FedEx Corporation (FDX)	0.3	$351k	1.2k	288.86	View chart
Johnson & Johnson (JNJ)	0.3	$347k	1.7k	206.95	View chart
Duke Energy Corp Com New (DUK)	0.3	$340k	2.9k	117.21	View chart
American Express Company (AXP)	0.3	$338k	913.00	369.95	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.3	$329k	2.3k	141.03	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$298k	435.00	685.29	View chart
Home Depot (HD)	0.3	$275k	799.00	344.10	View chart
Union Pacific Corporation (UNP)	0.3	$267k	1.2k	231.32	View chart
Amazon (AMZN)	0.2	$248k	1.1k	230.82	View chart
Constellation Energy (CEG)	0.2	$248k	702.00	353.27	View chart
Coca-Cola Company (KO)	0.2	$234k	3.3k	69.91	View chart
Adams Express Company (ADX)	0.2	$216k	9.3k	23.32	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	0.2	$210k	9.0k	23.30	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$206k	409.00	502.65	View chart
Merck & Co (MRK)	0.2	$205k	1.9k	105.26	View chart
Tri-Continental Corporation (TY)	0.2	$205k	6.3k	32.66	View chart

Past Filings by Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies

SEC 13F filings are viewable for Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies going back to 2025

Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 2025 Q4 filed Feb. 2, 2026

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