§ 13F · FUND PROFILE
Alliance Wealth Management Group.
AUM · $514M (13F)Positions · 103Turnover · n/a · Q2Filed · Aug 4, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | 2.22M | $65M | 12.7% | +2% |
| 2 | IVV | ISHARES TR | 62K | $46M | 9.0% | +13% |
| 3 | HYG | ISHARES TR | 313K | $25M | 4.9% | +5% |
| 4 | LQD | ISHARES TR | 215K | $23M | 4.6% | +15% |
| 5 | SCHZ | SCHWAB STRATEGIC TR | 957K | $22M | 4.3% | −6% |
| 6 | SCHF | SCHWAB STRATEGIC TR | 790K | $22M | 4.3% | ±0% |
| 7 | AGG | ISHARES TR | 212K | $21M | 4.1% | +18% |
| 8 | SCHE | SCHWAB STRATEGIC TR | 477K | $17M | 3.4% | −3% |
| 9 | IEFA | ISHARES TR | 172K | $17M | 3.2% | +20% |
| 10 | FLRN | SPDR SER TR | 513K | $16M | 3.1% | −8% |
§ 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 $514 million in assets. The fund runs a portfolio of 103 positions.
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