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

Burke & Herbert Financial Serv shares owned by Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies

Quarter-by-quarter ownership of Burke & Herbert Financial Serv (BHRB) shares owned by Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies from 13F filings

Historical chart of Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies investment in Burke & Herbert Financial Serv

Tip: Access up to 7 years of quarterly data

All positions including Burke & Herbert Financial Serv held by Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Burke & Herbert Financial Serv by Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies

Quarter filed Position value Share count Share price at filing
2026-03-31 $354k 5.7k 62.29
2025-12-31 $563k 9.0k 62.31

More positions owned by Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Small Cp Etf (VB)
Apple (AAPL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Bd Index Fds Intermed Term (BIV)
Caterpillar (CAT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies

Top funds holding Burke & Herbert Financial Serv

BlackRock
Vanguard Group
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Dimensional Fund Advisors
American Century Companies
Endeavour Capital Advisors
Hutchinson Capital Management
Fourthstone
Burke & Herbert Bank & Trust
Evermay Wealth Management
Goldman Sachs Group
Vanguard Portfolio Management
Northern Trust

View all funds holding Burke & Herbert Financial Serv