Alliance Wealth Management

Alliance Wealth Management Group as of Dec. 31, 2025

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