Alliance Wealth Advisors, LLC
CIK: 0001849724SEC EDGAR →
Portfolio Value
$230.0M
Holdings
151
As of
Q4 2025
New Positions
8
Closed Positions
3
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 386,930 | $26.9M | 11.68% |
| 2 | VICTORY PORTFOLIOS II | 542,384 | $25.7M | 11.17% |
| 3 | PLTRCall PALANTIR TECHNOLOGIES INC | 143,558 | $14.2M | 6.18% |
| 4 | INVESCO QQQ TR | 21,325 | $13.1M | 5.70% |
| 5 | AMERICAN CENTY ETF TR | 106,527 | $10.9M | 4.72% |
| 6 | VANGUARD INDEX FDS | 56,387 | $10.8M | 4.68% |
| 7 | VANGUARD INDEX FDS | 34,882 | $10.1M | 4.40% |
| 8 | SPDR GOLD TR | 13,685 | $5.4M | 2.36% |
| 9 | APPLE INC | 16,754 | $4.6M | 1.98% |
| 10 | MICROSOFT CORP | 9,367 | $4.5M | 1.97% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 57 | $119.7M | 52.1% |
| Technology | 16 | $37.0M | 16.1% |
| Unknown | 8 | $26.0M | 11.3% |
| Communication Services | 8 | $10.8M | 4.7% |
| Healthcare | 12 | $7.4M | 3.2% |
| Consumer Cyclical | 10 | $6.4M | 2.8% |
| Energy | 8 | $5.3M | 2.3% |
| Industrials | 9 | $4.2M | 1.8% |
| Consumer Defensive | 8 | $4.0M | 1.7% |
| Basic Materials | 3 | $3.6M | 1.6% |
| Utilities | 9 | $3.5M | 1.5% |
| Real Estate | 3 | $2.0M | 0.9% |