§ 13F · FUND PROFILE
Alliance Wealth Management Group.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $392.7T (13F)Positions · 85Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$760.5B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | 2.21M | $59.5T | 13.1% | −1% |
| 2 | IVV | ISHARES TR | 52K | $35.6T | 7.8% | +3% |
| 3 | SCHZ | SCHWAB STRATEGIC TR | 1.02M | $23.8T | 5.2% | −4% |
| 4 | HYG | ISHARES TR | 290K | $23.3T | 5.1% | +34% |
| 5 | SCHF | SCHWAB STRATEGIC TR | 811K | $19.5T | 4.3% | −1% |
| 6 | FLRN | SPDR SER TR | 624K | $19.2T | 4.2% | −2% |
| 7 | LQD | ISHARES TR | 157K | $17.3T | 3.8% | +120% |
| 8 | AGG | ISHARES TR | 169K | $16.9T | 3.7% | +19% |
| 9 | SCHE | SCHWAB STRATEGIC TR | 482K | $15.8T | 3.5% | −5% |
| 10 | FLOT | ISHARES TR | 276K | $14.0T | 3.1% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ALLIANCE SIGNAL
AC read
Alliance Wealth Management Group is a Other fund managing $392691.9 trillion in assets. The fund runs a portfolio of 85 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed