AiSiWhale

AI & tech investing

Alliance Wealth Advisors, LLC /UT

CIK 1893261

13F filing for Q2 2026・No. 3,756

Holdings
US$530.31M
Quarter change
+US$68M
Entries
235
Net bought (estimate)
+US$36.62M

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 39
  • Sold out 32
  • Cut 146
  • Added 42
  • Corporate actions 2
  • Unchanged 6

Largest holdings

233 stocks worth US$529.42M, options and bonds left out.

StockThis quarterValueWeight
VANGUARD SCOTTSDALE FDSVNG RUS1000GRWAddedUS$70.93M13.40%
VANGUARD WHITEHALL FDSHIGH DIV YLDAddedUS$50.98M9.63%
ISHARES TRMSCI INTL VLU FTAddedUS$29.79M5.63%
SPDR SERIES TRUSTST SHO TREAS ETFAddedUS$28.53M5.39%
ISHARES TRCORE MSCI TOTALAddedUS$25.46M4.81%
VANGUARD ADMIRAL FDS INCSMLCP 600 GRTHAddedUS$16.98M3.21%
SPDR SERIES TRUSTST STR BLO 1 ETFCutUS$15.89M3.00%
JANUS DETROIT STR TRHENDRSON AAA CLNewUS$15.4M2.91%
VANGUARD SCOTTSDALE FDSINT-TERM CORPCutUS$15.16M2.86%
WORLD GOLD TRSPDR GLD MINISNewUS$13.23M2.50%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.