Institutional Fund
Alliance Wealth Strategies, LLC D/B/A Brown Edwards Wealth Strategies
Lynchburg, VACIK 21067632 filings on record
Portfolio Value
$111.28M
Q1 2026
Holdings
63
Reported positions
New Buys
0
Opened this quarter
QoQ Change
+4.4%
from $106.61M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds18.2%
- Vanguard Index Fds6.0%
- Dimensional ETF Trust4.9%
- Vanguard Intl Equity Index F4.3%
- Vanguard Index Fds3.8%
- Vanguard Index Fds3.7%
- Other59.1%
Portfolio Holdings
63 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 63.1K | $20.25M | 18.2% | +5.9K | Added |
| 2 | Vanguard Index Fds | 30.7K | $6.67M | 6.0% | +3.6K | Added |
| 3 | Dimensional ETF Trust | 141.2K | $5.49M | 4.9% | 0 | Held |
| 4 | Vanguard Intl Equity Index F | 32.7K | $4.77M | 4.3% | +3.1K | Added |
| 5 | Vanguard Index Fds | 14.0K | $4.24M | 3.8% | +1.3K | Added |
| 6 | Vanguard Index Fds | 21.1K | $4.13M | 3.7% | +1.3K | Added |
| 7 | Dimensional ETF Trust | 74.1K | $3.91M | 3.5% | +5.3K | Added |
| 8 | Vanguard Index Fds | 13.8K | $3.62M | 3.3% | +1.3K | Added |
| 9 | Apple Inc | 14.2K | $3.60M | 3.2% | −385 | Reduced |
| 10 | Vanguard Star Fds | 46.0K | $3.55M | 3.2% | +5.2K | Added |
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