Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
CIK: 0002106763SEC EDGAR →
Portfolio Value
$106.6M
Holdings
66
As of
Q4 2025
New Positions
66
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 57,258 | $19.2M | 18.01% |
| 2 | VANGUARD INDEX FDS | 27,094 | $5.7M | 5.38% |
| 3 | DIMENSIONAL ETF TRUST | 141,178 | $5.6M | 5.24% |
| 4 | VANGUARD INTL EQUITY INDEX F | 29,581 | $4.2M | 3.98% |
| 5 | APPLE INC | 14,567 | $4.0M | 3.71% |
| 6 | VANGUARD INDEX FDS | 12,714 | $3.8M | 3.60% |
| 7 | VANGUARD INDEX FDS | 19,775 | $3.8M | 3.54% |
| 8 | DIMENSIONAL ETF TRUST | 68,793 | $3.4M | 3.22% |
| 9 | VANGUARD BD INDEX FDS | 42,664 | $3.3M | 3.12% |
| 10 | VANGUARD INDEX FDS | 12,540 | $3.2M | 3.03% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 37 | $84.4M | 81.2% |
| Technology | 5 | $6.3M | 6.1% |
| Industrials | 7 | $4.6M | 4.4% |
| Consumer Defensive | 2 | $2.3M | 2.2% |
| Unknown | 4 | $1.7M | 1.7% |
| Communication Services | 2 | $1.6M | 1.5% |
| Healthcare | 4 | $1.5M | 1.4% |
| Utilities | 2 | $586K | 0.6% |
| Consumer Cyclical | 2 | $522K | 0.5% |
| Energy | 1 | $354K | 0.3% |