Institutional Fund
Alliance Wealth Advisors, LLC /Ut
Centerville, UTCIK 18932615 filings on record
Portfolio Value
$461.18M
Q1 2026
Holdings
226
Reported positions
New Buys
17
Opened this quarter
QoQ Change
-0.1%
from $461.71M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Scottsdale Fds10.8%
- Vanguard Whitehall Fds8.0%
- Vanguard Scottsdale Fds5.7%
- Spdr Series Trust5.7%
- Ishares Tr5.1%
- Spdr Series Trust4.8%
- Other59.8%
Portfolio Holdings
226 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale Fds | 454.6K | $49.86M | 10.8% | +189.3K | Added |
| 2 | Vanguard Whitehall Fds | 248.8K | $36.85M | 8.0% | +98.0K | Added |
| 3 | Vanguard Scottsdale Fds | 320.1K | $26.49M | 5.7% | +137.0K | Added |
| 4 | Spdr Series Trust | 287.4K | $26.34M | 5.7% | +96.7K | Added |
| 5 | Ishares Tr | 591.9K | $23.49M | 5.1% | +213.9K | Added |
| 6 | Spdr Series Trust | 763.6K | $22.28M | 4.8% | +348.6K | Added |
| 7 | Ishares Tr | 224.2K | $19.42M | 4.2% | +76.1K | Added |
| 8 | Vanguard Admiral Fds Inc | 98.1K | $12.21M | 2.6% | +38.4K | Added |
| 9 | Invesco Exch Traded Fd Tr II | 115.7K | $8.46M | 1.8% | +47.4K | Added |
| 10 | Nvidia Corporation | 45.5K | $7.94M | 1.7% | −8.1K | Reduced |
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