Alliance Wealth Management

Alliance Wealth Management Group as of March 31, 2026

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