§ 13F · FUND PROFILE
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies.
AUM · $127M (13F)Positions · 65Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$421K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 65K | $24M | 18.9% | +3% |
| 2 | VBR | VANGUARD INDEX FDS | 32K | $8M | 6.2% | +5% |
| 3 | DFAC | DIMENSIONAL ETF TRUST | 141K | $6M | 4.9% | ±0% |
| 4 | VBK | VANGUARD INDEX FDS | 14K | $5M | 4.2% | +3% |
| 5 | VSS | VANGUARD INTL EQUITY INDEX F | 33K | $5M | 4.0% | +1% |
| 6 | CAT | CATERPILLAR INC | 5K | $5M | 3.8% | ±0% |
| 7 | VTV | VANGUARD INDEX FDS | 22K | $5M | 3.7% | +2% |
| 8 | VB | VANGUARD INDEX FDS | 14K | $4M | 3.3% | +1% |
| 9 | DFIV | DIMENSIONAL ETF TRUST | 76K | $4M | 3.2% | +3% |
| 10 | VXUS | VANGUARD STAR FDS | 48K | $4M | 3.2% | +4% |
§ 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 a Other fund managing $127 million in assets. The fund runs a portfolio of 65 positions.
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