Alliance Wealth Management Group
CIK 1623707
13F filing for Q2 2026・No. 3,833
- Holdings
- US$513.71M
- Quarter change
- +US$56.61M
- Entries
- 103
- Net bought (estimate)
- +US$17.65M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 10
- Sold out 4
- Cut 32
- Added 34
- Corporate actions 0
- Unchanged 27
Largest holdings
103 stocks worth US$513.71M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SCHWAB STRATEGIC TRUS LRG CAP ETF | Added | 2,222,715 | US$65.41M | 12.73% |
| IVVISHARES TRCORE S&P500 ETF | Added | 61,877 | US$46.34M | 9.02% |
| HYGISHARES TRIBOXX HI YD ETF | Added | 313,153 | US$25.04M | 4.87% |
| LQDISHARES TRIBOXX INV CP ETF | Added | 214,856 | US$23.43M | 4.56% |
| SCHWAB STRATEGIC TRUS AGGREGATE B | Cut | 956,732 | US$22.13M | 4.31% |
| SCHWAB STRATEGIC TRINTL EQTY ETF | Added | 790,195 | US$21.89M | 4.26% |
| ISHARES TRCORE US AGGBD ET | Added | 212,383 | US$21.02M | 4.09% |
| SCHWAB STRATEGIC TREMRG MKTEQ ETF | Cut | 476,643 | US$17.28M | 3.36% |
| ISHARES TRCORE MSCI EAFE | Added | 172,207 | US$16.63M | 3.24% |
| SPDR SER TRBLOMBERG BRC INV | Cut | 512,832 | US$15.82M | 3.08% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 4, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.