Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies

Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies as of March 31, 2026

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 63 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
Vanguard Index Fds Total Stk Mkt (VTI) 18.2 $20M 63k 320.81
Vanguard Index Fds Sm Cp Val Etf (VBR) 6.0 $6.7M 31k 217.25
Dimensional Etf Trust Us Core Equity 2 (DFAC) 4.9 $5.5M 141k 38.86
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 4.3 $4.8M 33k 145.79
Vanguard Index Fds Sml Cp Grw Etf (VBK) 3.8 $4.2M 14k 302.26
Vanguard Index Fds Value Etf (VTV) 3.7 $4.1M 21k 196.20
Dimensional Etf Trust Internatnal Val (DFIV) 3.5 $3.9M 74k 52.78
Vanguard Index Fds Small Cp Etf (VB) 3.3 $3.6M 14k 261.93
Apple (AAPL) 3.2 $3.6M 14k 253.80
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.2 $3.5M 46k 77.11
Vanguard Bd Index Fds Intermed Term (BIV) 2.9 $3.2M 42k 77.18
Caterpillar (CAT) 2.9 $3.2M 4.6k 708.46
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.9 $3.2M 59k 54.05
Vanguard Index Fds Large Cap Etf (VV) 2.6 $2.9M 9.7k 298.85
Vanguard Index Fds Growth Etf (VUG) 2.1 $2.3M 5.2k 436.82
Wal-Mart Stores (WMT) 2.0 $2.3M 18k 124.28
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.9 $2.1M 27k 78.41
Vanguard Whitehall Fds High Div Yld (VYM) 1.9 $2.1M 14k 148.10
Paccar (PCAR) 1.8 $2.0M 17k 115.50
Dimensional Etf Trust Intl Small Cap V (DISV) 1.7 $1.9M 48k 39.44
Vanguard Specialized Funds Div App Etf (VIG) 1.7 $1.9M 8.6k 215.06
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.5 $1.6M 23k 71.13
JPMorgan Chase & Co. (JPM) 1.1 $1.2M 4.2k 294.16
Norfolk Southern (NSC) 1.0 $1.1M 4.0k 287.00
Dimensional Etf Trust Us Mktwide Value (DFUV) 1.0 $1.1M 22k 48.46
Microsoft Corporation (MSFT) 0.9 $1.0M 2.8k 370.17
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.8 $937k 15k 64.08
Vanguard Index Fds Mid Cap Etf (VO) 0.8 $935k 3.3k 287.14
Vanguard World Mega Grwth Ind (MGK) 0.8 $934k 2.5k 367.44
InterDigital (IDCC) 0.8 $861k 2.9k 302.00
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.8 $849k 17k 49.95
Alphabet Cap Stk Cl A (GOOGL) 0.7 $817k 2.8k 287.56
Dimensional Etf Trust World Ex Us Core (DFAX) 0.6 $720k 21k 33.97
Alphabet Cap Stk Cl C (GOOG) 0.6 $634k 2.2k 286.86
Texas Instruments Incorporated (TXN) 0.6 $621k 3.2k 194.14
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.5 $595k 10k 58.54
Huntington Ingalls Inds (HII) 0.5 $595k 1.6k 379.90
Exxon Mobil Corporation (XOM) 0.5 $526k 3.1k 169.66
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $508k 850.00 597.33
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.5 $504k 775.00 649.93
Cisco Systems (CSCO) 0.4 $469k 6.0k 77.59
Johnson & Johnson (JNJ) 0.4 $463k 1.9k 244.44
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $456k 6.1k 75.10
Cummins (CMI) 0.4 $443k 824.00 538.02
FedEx Corporation (FDX) 0.4 $432k 1.2k 356.18
UnitedHealth (UNH) 0.4 $425k 1.6k 270.59
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $402k 696.00 577.18
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $378k 4.8k 78.41
Ishares Tr Select Us Reit (ICF) 0.3 $374k 6.0k 61.89
Duke Energy Corp Com New (DUK) 0.3 $373k 2.8k 130.94
Rbc Cad (RY) 0.3 $362k 2.2k 161.78
Eli Lilly & Co. (LLY) 0.3 $356k 387.00 919.77
Burke & Herbert Financial Serv (BHRB) 0.3 $354k 5.7k 62.29
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $350k 2.5k 138.32
Ishares Tr Core S&p500 Etf (IVV) 0.3 $285k 436.00 653.00
Union Pacific Corporation (UNP) 0.3 $281k 1.2k 242.62
American Express Company (AXP) 0.2 $276k 913.00 302.48
Home Depot (HD) 0.2 $263k 799.00 328.89
Coca-Cola Company (KO) 0.2 $254k 3.3k 76.05
Merck & Co (MRK) 0.2 $234k 1.9k 120.29
Ea Series Trust Ea Bridgeway Omn (BSVO) 0.2 $228k 9.0k 25.37
Amazon (AMZN) 0.2 $221k 1.1k 208.27
Adams Express Company (ADX) 0.2 $203k 9.3k 21.89