Alliance Wealth Advisors, LLC /UT
Sector Allocation
- Other67.0%$355.1M
- Financials9.8%$52.1M
- Technology9.4%$50.0M
- Healthcare3.3%$17.3M
- Industrials2.7%$14.3M
- Consumer Discretionary2.6%$14.0M
- Consumer Staples1.4%$7.2M
- Energy1.1%$6.1M
- Communication Services0.9%$4.5M
- Utilities0.8%$4.5M
AUM History
13fpro.ai/research/fund/alliance-wealth-advisors-llc-ut-1893261
Conviction and streaks
Concentrating · top 10 = 53.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- VANGUARD$70.9M
- VANGUARD$51.0M
- ISHARES$29.8M
- SPDR$28.5M
- ISHARES$25.5M
- VANGUARD$17.0M
- SPDR$15.9M
- JANUS$15.4M
- VANGUARD$15.2M
GLDM
$13.2MIVZ
$11.5M- SELECT$11.4M
- ISHARES$10.4M
NVDA
$7.8MAAPL
$7.8M- KRANESHARES$7.1M
- VANGUARD$6.8M
GSG
$6.2MMSFT
$4.3MAMZN
$4.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/alliance-wealth-advisors-llc-ut-1893261
Alliance Wealth Advisors, LLC /UT 13F holdings — Q2 2026
$530.3M portfolio (+14.7% QoQ) · 235 holdings · Q2 2026 13F · top 10 are 53% of the stock portfolio
- 1
VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW
$70.9M
13.4% of stocks
+22%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD WHITEHALL FDS - HIGH DIV YLD
$51.0M
9.6% of stocks
+30%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES TR - MSCI INTL VLU FT
$29.8M
5.6% of stocks
+20%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
SPDR SERIES TRUST - ST SHO TREAS ETF
$28.5M
5.4% of stocks
+29%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES TR - CORE MSCI TOTAL
$25.5M
4.8% of stocks
+19%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
VANGUARD ADMIRAL FDS INC - SMLCP 600 GRTH
$17.0M
3.2% of stocks
+13%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
SPDR SERIES TRUST - ST STR BLO 1 ETF
$15.9M
3.0% of stocks
-40%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
JANUS DETROIT STR TR - HENDRSON AAA CL
$15.4M
2.9% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— - 9
VANGUARD SCOTTSDALE FDS - INT-TERM CORP
$15.2M
2.9% of stocks
-43%This quarter—Since filed—HeldAIQuality—Est. buy— $13.2M
2.5% of stocks
NewThis quarter-0.9%Since filedNew this quarterHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $70.9M | 13.4% | +22% | — | — | — | — | |
| 2 | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $51.0M | 9.6% | +30% | — | — | — | — | |
| 3 | ISHARES TR - MSCI INTL VLU FT | $29.8M | 5.6% | +20% | — | — | — | — | |
| 4 | SPDR SERIES TRUST - ST SHO TREAS ETF | $28.5M | 5.4% | +29% | — | — | — | — | |
| 5 | ISHARES TR - CORE MSCI TOTAL | $25.5M | 4.8% | +19% | — | — | — | — | |
| 6 | VANGUARD ADMIRAL FDS INC - SMLCP 600 GRTH | $17.0M | 3.2% | +13% | — | — | — | — | |
| 7 | SPDR SERIES TRUST - ST STR BLO 1 ETF | $15.9M | 3.0% | -40% | — | — | — | — | |
| 8 | JANUS DETROIT STR TR - HENDRSON AAA CL | $15.4M | 2.9% | New | — | New this quarter | — | — | |
| 9 | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $15.2M | 2.9% | -43% | — | — | — | — | |
| 10 | $13.2M | 2.5% | New | -0.9% | New this quarter | — | Estimated buy price is Pro: unlock with a free trial |
All holdings — Alliance Wealth Advisors, LLC /UT (Q2 2026)
235 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Invesco Ltd. | Financials | $11.5M | 2.2% | 154K | +33% | 4 qtrs | — | 13F | |
| 12 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETFetf/fund | — | $11.4M | 2.1% | 60K | +11% | — | — | 13F |
| 13 | — | ISHARES TR - MSCI USA MMENTMetf/fund | — | $10.4M | 2.0% | 30K | New | — | — | 13F |
| 14 | NVIDIA CORP | Technology | $7.8M | 1.5% | 39K | -14% | 10+ qtrsTrimmed 3 qtrs in a row | 86.0 | 13F | |
| 15 | Apple Inc. | Technology | $7.8M | 1.5% | 27K | +69% | 10+ qtrs | 75.7 | 13F | |
| 16 | — | KRANESHARES TRUST - MOUNT LUCAS ETFetf/fund | — | $7.1M | 1.3% | 257K | New | — | — | 13F |
| 17 | — | VANGUARD INDEX FDS - REAL ESTATE ETFetf/fund | — | $6.8M | 1.3% | 70K | +20% | — | — | 13F |
| 18 | iShares S&P GSCI Commodity-Indexed Trustetf/fund | Financials | $6.2M | 1.2% | 215K | +27% | 3 qtrsAdded 3 qtrs in a row | — | 13F | |
| 19 | MICROSOFT CORP | Technology | $4.3M | 0.8% | 12K | -10% | 10+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | AMAZON COM INC | Consumer Discretionary | $4.2M | 0.8% | 18K | -16% | 4 qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | VANGUARD INDEX FDS - TOTAL STK MKTetf/fund | — | $4.2M | 0.8% | 11K | — | — | — | 13F |
| 22 | — | VANECK ETF TRUST - RARE EAR STR ETFetf/fund | — | $3.6M | 0.7% | 41K | +22% | — | — | 13F |
| 23 | iShares Bitcoin Trust ETFetf/fund | Financials | $3.6M | 0.7% | 109K | +78% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | GLOBAL X FDS - DEFENSE TECH ETFetf/fund | — | $3.5M | 0.7% | 58K | -19% | — | — | 13F |
| 25 | — | SPDR SERIES TRUST - ST STR P500ETFetf/fund | — | $3.4M | 0.6% | 39K | New | — | — | 13F |
| 26 | $GOOG | Alphabet Inc. | Technology | $3.3M | 0.6% | 9,256 | -17% | |||
| 27 | $GOOGL | Alphabet Inc. | Technology | $3.2M | 0.6% | 8,864 | -24% | |||
| 28 | — | ISHARES TR - 7-10 YR TRSY BD | — | $3.0M | 0.6% | 32K | -12% | |||
| 29 | — | ISHARES TR - CORE S&P500 ETF | — | $2.8M | 0.5% | 3,797 | -13% | |||
| 30 | $ETHA | iShares Ethereum Trust ETF | Financials | $2.8M | 0.5% | 234K | +113% | |||
| 31 | — | HARBOR ETF TRUST - COMM ALL WEA ETF | — | $2.6M | 0.5% | 90K | +12% | |||
| 32 | — | FRANKLIN TEMPLETON ETF TR - FTSE JAPAN ETF | — | $2.6M | 0.5% | 65K | New | |||
| 33 | $V | VISA INC. | Financials | $2.3M | 0.4% | 6,706 | -25% | |||
| 34 | $SOFI | SoFi Technologies, Inc. | Financials | $2.2M | 0.4% | 122K | +0.1% | |||
| 35 | $TSLA | Tesla, Inc. | Consumer Discretionary | $2.2M | 0.4% | 5,172 | -26% | |||
| 36 | $ABBV | AbbVie Inc. | Healthcare | $2.1M | 0.4% | 8,284 | -24% | |||
| 37 | $AVGO | Broadcom Inc. | Technology | $2.0M | 0.4% | 5,301 | -10% | |||
| 38 | $LLY | ELI LILLY & Co | Healthcare | $1.9M | 0.3% | 1,563 | -19% | |||
| 39 | $TXN | TEXAS INSTRUMENTS INC | Technology | $1.9M | 0.3% | 6,237 | -29% | |||
| 40 | — | SPDR SERIES TRUST - ST STR P500GRW | — | $1.8M | 0.3% | 15K | -33% | |||
| 41 | $DOV | DOVER Corp | Industrials | $1.8M | 0.3% | 11K | -12% | |||
| 42 | $META | Meta Platforms, Inc. | Technology | $1.7M | 0.3% | 3,082 | -33% | |||
| 43 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $1.7M | 0.3% | 20K | -14% | |||
| 44 | — | ISHARES TR - GL TIMB FORE ETF | — | $1.7M | 0.3% | 25K | New | |||
| 45 | — | SPDR INDEX SHS FDS - ST STR NAT ETF | — | $1.7M | 0.3% | 25K | New | |||
| 46 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.5M | 0.3% | 11K | -25% | |||
| 47 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $1.4M | 0.3% | 28K | -31% | |||
| 48 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $1.4M | 0.3% | 33K | -20% | |||
| 49 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.4M | 0.3% | 3,843 | -30% | |||
| 50 | $ORCL | ORACLE CORP | Technology | $1.3M | 0.3% | 9,158 | -31% | |||
| 51 | $SNA | Snap-on Inc | Industrials | $1.3M | 0.2% | 3,187 | -32% | |||
| 52 | $WEC | WEC ENERGY GROUP, INC. | Utilities | $1.3M | 0.2% | 11K | -32% | |||
| 53 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | — | $1.3M | 0.2% | 25K | +43% | |||
| 54 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $1.3M | 0.2% | 1,716 | New | |||
| 55 | $WSO | WATSCO INC | Consumer Discretionary | $1.3M | 0.2% | 3,015 | -24% | |||
| 56 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $1.2M | 0.2% | 2,574 | -2% | |||
| 57 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.2M | 0.2% | 4,506 | -27% | |||
| 58 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $1.2M | 0.2% | 9,579 | -28% | |||
| 59 | $MA | Mastercard Inc | Financials | $1.2M | 0.2% | 2,347 | -17% | |||
| 60 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.2M | 0.2% | 4,729 | -11% | |||
| 61 | $MDT | Medtronic plc | Healthcare | $1.2M | 0.2% | 15K | -29% | |||
| 62 | $RSG | REPUBLIC SERVICES, INC. | Utilities | $1.2M | 0.2% | 5,530 | -32% | |||
| 63 | — | SPDR SERIES TRUST - ST STR P500VAL | — | $1.1M | 0.2% | 18K | -29% | |||
| 64 | $CW | CURTISS WRIGHT CORP | Industrials | $1.1M | 0.2% | 1,466 | -18% | |||
| 65 | $PSLV | Sprott Physical Silver Trust | Financials | $1.1M | 0.2% | 58K | — | |||
| 66 | $GLD | SPDR GOLD TRUST | Financials | $1.1M | 0.2% | 2,960 | +9% | |||
| 67 | $OKE | ONEOK INC /NEW/ | Energy | $1.0M | 0.2% | 12K | -34% | |||
| 68 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $1.0M | 0.2% | 4,604 | -32% | |||
| 69 | $CME | CME GROUP INC. | Financials | $1.0M | 0.2% | 4,612 | -21% | |||
| 70 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.0M | 0.2% | 3,575 | -32% | |||
| 71 | $APD | Air Products & Chemicals, Inc. | Materials | $995K | 0.2% | 3,394 | -30% | |||
| 72 | $NVT | nVent Electric plc | Industrials | $974K | 0.2% | 5,745 | -33% | |||
| 73 | $NFLX | NETFLIX INC | Communication Services | $953K | 0.2% | 13K | -31% | |||
| 74 | $ARES | Ares Management Corp | Financials | $950K | 0.2% | 8,534 | -25% | |||
| 75 | — | ISHARES TR - 0-5 YR TIPS ETF | — | $947K | 0.2% | 9,270 | -13% | |||
| 76 | $QCOM | QUALCOMM INC/DE | Technology | $936K | 0.2% | 5,067 | -53% | |||
| 77 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $935K | 0.2% | 16K | +84% | |||
| 78 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $930K | 0.2% | 1,859 | -18% | |||
| 79 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $921K | 0.2% | 9,013 | -27% | |||
| 80 | $NVO | NOVO NORDISK A S | Healthcare | $919K | 0.2% | 19K | -28% | |||
| 81 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $896K | 0.2% | 16K | -84% | |||
| 82 | $SHOP | SHOPIFY INC. | Technology | $864K | 0.2% | 7,566 | -33% | |||
| 83 | $STRL | STERLING INFRASTRUCTURE, INC. | Industrials | $811K | 0.1% | 966 | -72% | |||
| 84 | $VMI | VALMONT INDUSTRIES INC | Industrials | $808K | 0.1% | 1,399 | -15% | |||
| 85 | $BA | BOEING CO | Industrials | $803K | 0.1% | 3,709 | -34% | |||
| 86 | $CRS | CARPENTER TECHNOLOGY CORP | Materials | $792K | 0.1% | 1,284 | -14% | |||
| 87 | $ATO | ATMOS ENERGY CORP | Energy | $767K | 0.1% | 4,450 | New | |||
| 88 | $DIS | Walt Disney Co | Communication Services | $764K | 0.1% | 7,939 | -31% | |||
| 89 | $RMBS | RAMBUS INC | Technology | $747K | 0.1% | 5,630 | -18% | |||
| 90 | $TRI | THOMSON REUTERS CORP /CAN/ | Communication Services | $743K | 0.1% | 9,096 | -38% | |||
| 91 | $RBRK | Rubrik, Inc. | Technology | $732K | 0.1% | 9,123 | -11% | |||
| 92 | — | AMERICAN CENTY ETF TR - US SML CP VALU | — | $701K | 0.1% | 5,619 | -13% | |||
| 93 | $O | REALTY INCOME CORP | Real Estate | $692K | 0.1% | 11K | -27% | |||
| 94 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $692K | 0.1% | 4,718 | +15% | |||
| 95 | $ASML | ASML HOLDING NV | Technology | $690K | 0.1% | 347 | -31% | |||
| 96 | — | USCF ETF TR - SUMMERHAVEN K1 | — | $688K | 0.1% | 26K | -14% | |||
| 97 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $675K | 0.1% | 1,162 | -5% | |||
| 98 | $RTX | RTX Corp | Industrials | $664K | 0.1% | 3,500 | New | |||
| 99 | $PEP | PEPSICO INC | Consumer Staples | $662K | 0.1% | 4,886 | -12% | |||
| 100 | $AWK | American Water Works Company, Inc. | Utilities | $658K | 0.1% | 4,998 | -37% | |||
| 101 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $635K | 0.1% | 13K | +13% | |||
| 102 | $MU | MICRON TECHNOLOGY INC | Technology | $633K | 0.1% | 548 | -15% | |||
| 103 | $LRCX | LAM RESEARCH CORP | Technology | $632K | 0.1% | 1,458 | -22% | |||
| 104 | $SYY | SYSCO CORP | Consumer Discretionary | $627K | 0.1% | 7,502 | +0.1% | |||
| 105 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $618K | 0.1% | 312 | -51% | |||
| 106 | — | SPDR SERIES TRUST - ST STR SP600 SML | — | $617K | 0.1% | 11K | -30% | |||
| 107 | $MNST | Monster Beverage Corp | Consumer Staples | $616K | 0.1% | 6,409 | -34% | |||
| 108 | $GE | GENERAL ELECTRIC CO | Industrials | $614K | 0.1% | 1,642 | New | |||
| 109 | $JPM | JPMORGAN CHASE & CO | Financials | $611K | 0.1% | 1,867 | +9% | |||
| 110 | $HALO | HALOZYME THERAPEUTICS, INC. | Healthcare | $611K | 0.1% | 7,802 | -17% | |||
| 111 | — | SPDR SERIES TRUST - ST STR BACKE ETF | — | $610K | 0.1% | 27K | -27% | |||
| 112 | $GEV | GE Vernova Inc. | Industrials | $605K | 0.1% | 515 | +81% | |||
| 113 | — | ISHARES TR - 0-5YR HI YL CP | — | $604K | 0.1% | 14K | -25% | |||
| 114 | $ENTG | ENTEGRIS INC | Materials | $601K | 0.1% | 3,343 | -16% | |||
| 115 | $UL | UNILEVER PLC | Consumer Staples | $601K | 0.1% | 9,991 | -2% | |||
| 116 | $PM | Philip Morris International Inc. | Consumer Staples | $581K | 0.1% | 3,212 | -4% | |||
| 117 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $575K | 0.1% | 1,157 | -32% | |||
| 118 | $NOW | ServiceNow, Inc. | Technology | $574K | 0.1% | 5,786 | -29% | |||
| 119 | $NOVT | NOVANTA INC | Technology | $568K | 0.1% | 3,498 | -15% | |||
| 120 | $LGND | LIGAND PHARMACEUTICALS INC | Healthcare | $560K | 0.1% | 1,772 | New | |||
| 121 | $MRK | Merck & Co., Inc. | Healthcare | $558K | 0.1% | 4,342 | -1% | |||
| 122 | $RGEN | REPLIGEN CORP | Healthcare | $552K | 0.1% | 4,044 | +11% | |||
| 123 | $UFPT | UFP TECHNOLOGIES INC | Healthcare | $540K | 0.1% | 2,037 | -16% | |||
| 124 | $AFRM | Affirm Holdings, Inc. | Financials | $538K | 0.1% | 6,600 | New | |||
| 125 | $MEDP | Medpace Holdings, Inc. | Healthcare | $532K | 0.1% | 1,004 | -17% | |||
| 126 | $DUK | Duke Energy CORP | Utilities | $529K | 0.1% | 4,181 | +62% | |||
| 127 | $BROS | Dutch Bros Inc. | Consumer Discretionary | $527K | 0.1% | 7,345 | New | |||
| 128 | $CSCO | CISCO SYSTEMS, INC. | Technology | $525K | 0.1% | 4,470 | -48% | |||
| 129 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $518K | 0.1% | 717 | — | |||
| 130 | $IRM | IRON MOUNTAIN INC | Real Estate | $517K | 0.1% | 4,097 | +0.6% | |||
| 131 | $BJ | BJ's Wholesale Club Holdings, Inc. | Consumer Staples | $517K | 0.1% | 5,932 | -17% | |||
| 132 | $IDXX | IDEXX LABORATORIES INC /DE | Healthcare | $510K | 0.1% | 969 | -16% | |||
| 133 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | — | $504K | 0.1% | 9,736 | -30% | |||
| 134 | — | SPDR SERIES TRUST - ST LON TREAS ETF | — | $494K | 0.1% | 19K | -26% | |||
| 135 | $KO | COCA COLA CO | Consumer Staples | $489K | 0.1% | 6,017 | +1% | |||
| 136 | $KRMN | Karman Holdings Inc. | Industrials | $488K | 0.1% | 9,784 | +25% | |||
| 137 | $COP | CONOCOPHILLIPS | Energy | $487K | 0.1% | 4,683 | +3% | |||
| 138 | $MKC | MCCORMICK & CO INC | Consumer Staples | $486K | 0.1% | 9,645 | -37% | |||
| 139 | — | ISHARES TR - US TREAS BD ETF | — | $486K | 0.1% | 21K | -27% | |||
| 140 | $CRDO | Credo Technology Group Holding Ltd | Technology | $481K | 0.1% | 1,767 | New | |||
| 141 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $472K | 0.1% | 1,943 | New | |||
| 142 | $SEI | Solaris Energy Infrastructure, Inc. | Energy | $455K | 0.1% | 5,660 | New | |||
| 143 | $IOT | Samsara Inc. | Technology | $452K | 0.1% | 14K | New | |||
| 144 | — | ISHARES TR - IBONDS DEC 29 | — | $450K | 0.1% | 19K | New | |||
| 145 | $UNP | UNION PACIFIC CORP | Industrials | $449K | 0.1% | 1,651 | -6% | |||
| 146 | — | ISHARES TR - IBONDS DEC2026 | — | $449K | 0.1% | 19K | -20% | |||
| 147 | — | ISHARES TR - IBONDS 27 ETF | — | $447K | 0.1% | 18K | -21% | |||
| 148 | — | ISHARES TR - IBDS DEC28 ETF | — | $445K | 0.1% | 18K | -20% | |||
| 149 | $MIR | Mirion Technologies, Inc. | Technology | $445K | 0.1% | 25K | +12% | |||
| 150 | — | ISHARES TR - IBONDS DEC 2030 | — | $442K | 0.1% | 20K | -20% |
What changed in Q2 2026
Against the previous quarter's 13F: 38 new, 42 added to, 150 trimmed, 30 sold out. Share-count changes; largest moves by dollar size first.
New positions (38)
- JANUS DETROIT STR TR - HENDRSON AAA CL$15.4M
first bought this quarter
first bought this quarter
- ISHARES TR - MSCI USA MMENTM$10.4M
first bought this quarter
- KRANESHARES TRUST - MOUNT LUCAS ETF$7.1M
first bought this quarter
- SPDR SERIES TRUST - ST STR P500ETF$3.4M
first bought this quarter
- FRANKLIN TEMPLETON ETF TR - FTSE JAPAN ETF$2.6M
first bought this quarter
+32 more in the Excel export
Added to (42)
- VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW+22%
now $70.9M
- VANGUARD WHITEHALL FDS - HIGH DIV YLD+30%
now $51.0M
- SPDR SERIES TRUST - ST SHO TREAS ETF+29%
now $28.5M
- ISHARES TR - MSCI INTL VLU FT+20%
now $29.8M
- ISHARES TR - CORE MSCI TOTAL+19%
now $25.5M
now $7.8M · held 10+ qtrs
+36 more in the Excel export
Trimmed (150)
- VANGUARD SCOTTSDALE FDS - INT-TERM CORP-43%
now $15.2M
- SPDR SERIES TRUST - ST STR BLO 1 ETF-40%
now $15.9M
- J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM-84%
now $896K
$STRLSTERLING INFRASTRUCTURE, INC.-72%
now $811K · held 8 qtrs, 3 trims in a row
now $7.8M · held 10+ qtrs, 3 trims in a row
$QCOMQUALCOMM INC/DE-53%
now $936K · held 10+ qtrs, 3 trims in a row
+144 more in the Excel export
Holdings by quarter
Every 13F Alliance Wealth Advisors, LLC /UT has filed, 14 earlier quarters. Pick one to see what it held then.
Is it too late to follow Alliance Wealth Advisors?
Q2 2026 13F filed with the SEC on Jul 23, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Alliance Wealth Advisors's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
+5.7%
Value-weighted move of the 10 largest stock positions
Turnover
19%
Last quarter; 86% over the last 4
Top 10 weight
53%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
75%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Alliance Wealth Advisors, LLC /UT disclosed 235 positions worth $530.3M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 38 new positions and exited 30. The portfolio is most concentrated in Other (67.0% of disclosed assets). All figures are sourced directly from Alliance Wealth Advisors, LLC /UT’s Form 13F-HR filing with the SEC under CIK 1893261.
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AI-Powered Hedge Fund Analysis: Alliance Wealth Advisors, LLC /UT
13F Pro is an AI hedge fund tracker and stock research platform. For Alliance Wealth Advisors, LLC /UT (SEC CIK: 1893261), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Alliance Wealth Advisors, LLC /UT's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.