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Funds / Alliance Wealth Advisors, LLC
Institutional Fund

Alliance Wealth Advisors, LLC

Scranton, PACIK 18497245 filings on record

Portfolio Value
$211.80M
Q1 2026
Holdings
152
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+1.3%
from $209.11M

Portfolio Value Trend

Reported 13F value by quarter

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Top Allocations

Largest positions by weight

  • Ishares Tr12.9%
  • Victory Portfolios II12.9%
  • Invesco Qqq Tr5.9%
  • American Centy ETF Tr5.5%
  • Vanguard Index Fds5.3%
  • Vanguard Index Fds5.3%
  • Other52.1%

Portfolio Holdings

152 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Ishares Tr389.6K$27.34M12.9%+2.7KAdded
2Victory Portfolios II579.7K$27.26M12.9%+37.3KAdded
3Invesco Qqq Tr21.8K$12.57M5.9%+446Added
4American Centy ETF Tr106.2K$11.73M5.5%352Reduced
5Vanguard Index Fds39.4K$11.30M5.3%+4.5KAdded
6Vanguard Index Fds57.4K$11.26M5.3%+1.0KAdded
7Spdr Gold Tr10.9K$4.70M2.2%2.8KReduced
8Apple Inc16.6K$4.21M2.0%171Reduced
9Echostar Corp35.1K$4.11M1.9%0Held
10Microsoft Corp9.9K$3.66M1.7%+524Added

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