§ 13F · FUND PROFILE
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 66Turnover · — · Q4Filed · Feb 2, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$106.6T 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 FEB 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 57K | $19.2T | 18.0% | NEW |
| 2 | VBR | VANGUARD INDEX FDS | 27K | $5.7T | 5.4% | NEW |
| 3 | DFAC | DIMENSIONAL ETF TRUST | 141K | $5.6T | 5.2% | NEW |
| 4 | VSS | VANGUARD INTL EQUITY INDEX F | 30K | $4.2T | 4.0% | NEW |
| 5 | AAPL | APPLE INC | 15K | $4.0T | 3.7% | NEW |
| 6 | VBK | VANGUARD INDEX FDS | 13K | $3.8T | 3.6% | NEW |
| 7 | VTV | VANGUARD INDEX FDS | 20K | $3.8T | 3.5% | NEW |
| 8 | DFIV | DIMENSIONAL ETF TRUST | 69K | $3.4T | 3.2% | NEW |
| 9 | BIV | VANGUARD BD INDEX FDS | 43K | $3.3T | 3.1% | NEW |
| 10 | VB | VANGUARD INDEX FDS | 13K | $3.2T | 3.0% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ALLIANCE SIGNAL
AC read
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed