Alliance Wealth Management Group
CIK: 0001623707SEC EDGAR →
Portfolio Value
$417K
Holdings
94
As of
Q4 2025
New Positions
94
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 2,212,231 | $60K | 14.28% |
| 2 | SCHWAB STRATEGIC TR | 1,018,851 | $24K | 5.71% |
| 3 | ISHARES TR | 289,524 | $23K | 5.60% |
| 4 | SCHWAB STRATEGIC TR | 810,666 | $19K | 4.68% |
| 5 | SPDR SER TR | 623,744 | $19K | 4.60% |
| 6 | ISHARES TR | 156,602 | $17K | 4.14% |
| 7 | ISHARES TR | 169,236 | $17K | 4.06% |
| 8 | SCHWAB STRATEGIC TR | 482,441 | $16K | 3.79% |
| 9 | ISHARES TR | 276,233 | $14K | 3.37% |
| 10 | ISHARES TR | 130,899 | $13K | 3.02% |
Quarterly Changes
New Positions (94)
$60K · 2.2M shares
$24K · 1.0M shares
$23K · 290K shares
$19K · 811K shares
$19K · 624K shares
$17K · 157K shares
$17K · 169K shares
$16K · 482K shares
$14K · 276K shares
$13K · 131K shares
$12K · 137K shares
$11K · 380K shares
$11K · 136K shares
$11K · 408K shares
$10K · 152K shares
$9K · 85K shares
$9K · 316K shares
$9K · 335K shares
$8K · 28K shares
$7K · 107K shares
$6K · 215K shares
$6K · 49K shares
$6K · 130K shares
$5K · 64K shares
$5K · 230K shares
$5K · 135K shares
$4K · 29K shares
$4K · 90K shares
$4K · 87K shares
$3K · 102K shares
$3K · 7K shares
$3K · 7K shares
$3K · 57K shares
$2K · 23K shares
$2K · 35K shares
$2K · 28K shares
$2K · 6K shares
$2K · 34K shares
$2K · 8K shares
$1K · 7K shares
$1K · 33K shares
$1K · 17K shares
$1K · 4K shares
$1K · 7K shares
$1K · 4K shares
$1K · 50K shares
$1K · 5K shares
$1K · 2K shares
$973 · 9K shares
$931 · 1K shares
$754 · 10K shares
$729 · 29K shares
$717 · 24K shares
$700 · 8K shares
$699 · 1K shares
$659 · 3K shares
$630 · 2K shares
$600 · 9K shares
$587 · 11K shares
$582 · 2K shares
$572 · 2K shares
$503 · 3K shares
$479 · 1K shares
$432 · 1K shares
$424 · 6K shares
$400 · 5K shares
$387 · 21K shares
$380 · 893 shares
$380 · 2K shares
$362 · 2K shares
$351 · 699 shares
$345 · 768 shares
$338 · 869 shares
$333 · 2K shares
$313 · 3K shares
$311 · 361 shares
$301 · 2K shares
$298 · 3K shares
$295 · 2K shares
$261 · 850 shares
$261 · 3K shares
$258 · 2K shares
$250 · 4K shares
$240 · 730 shares
$234 · 6K shares
$231 · 2K shares
$220 · 8K shares
$218 · 203 shares
$211 · 1K shares
$204 · 978 shares
$200 · 1K shares
$35 · 52K shares
$1 · 2K shares
$1 · 3K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 57 | $369K | 88.5% |
| Unknown | 6 | $15K | 3.7% |
| Technology | 7 | $14K | 3.5% |
| Consumer Defensive | 4 | $6K | 1.5% |
| Communication Services | 6 | $4K | 1.1% |
| Healthcare | 4 | $3K | 0.7% |
| Consumer Cyclical | 4 | $2K | 0.6% |
| Utilities | 2 | $661 | 0.2% |
| Industrials | 2 | $599 | 0.1% |
| Basic Materials | 1 | $380 | 0.1% |
| Energy | 1 | $380 | 0.1% |