§ 13F · FUND PROFILE
Alliance Wealth Management Group.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $450M (13F)Positions · 95Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | 2.18M | $56M | 12.2% | −2% |
| 2 | IVV | ISHARES TR | 55K | $36M | 7.8% | +5% |
| 3 | HYG | ISHARES TR | 298K | $24M | 5.2% | +3% |
| 4 | SCHZ | SCHWAB STRATEGIC TR | 1.01M | $24M | 5.2% | ±0% |
| 5 | LQD | ISHARES TR | 186K | $20M | 4.4% | +19% |
| 6 | SCHF | SCHWAB STRATEGIC TR | 788K | $20M | 4.3% | −3% |
| 7 | AGG | ISHARES TR | 180K | $18M | 3.9% | +6% |
| 8 | FLRN | SPDR SER TR | 558K | $17M | 3.8% | −10% |
| 9 | SCHE | SCHWAB STRATEGIC TR | 491K | $16M | 3.5% | +2% |
| 10 | FLOT | ISHARES TR | 267K | $14M | 3.0% | −3% |
§ 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 $450 million in assets. The fund runs a portfolio of 95 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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