Q2 2026 13F · SEC CIK 1893261
Alliance Wealth Advisors, LLC /UT
Wealth managerFiled 2026-07-23 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $529.4M
- Reported positions
- 233
- Top holdings a year, 3 yrs
- +8.9%
- Average holding period
- 3 qtrs
Alliance Wealth Advisors, LLC /UT is a wealth manager that reported 233 positions worth $529.4M in its Q2 2026 13F, filed 2026-07-23. Its largest holdings were Vanguard Russell 1000 Growth ETF (VONG, 13.4%), Vym (VYM, 9.6%), Ishares Tr (IVLU, 5.6%). A portfolio copying its top holdings returned 8.9% a year over the last 3 years, against 20.4% for the S&P 500.
Alliance Wealth Advisors, LLC /UT holdings largest 50 of 233 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
What Alliance Wealth Advisors, LLC /UT bought and sold in Q2 2026, against Q1 2026.
New positions
Q1 2026's filing was too long to tell new positions apart.
Added to
- IBIT Ishares Bitcoin Trust ETF+77.7% shares
- AAPL Apple Inc+68.6% shares
- SPLV Invesco Exch Traded Fd Tr II+32.7% shares
- VYM Vym+29.6% shares
- SPTS Spdr Series Trust+28.8% shares
- GSG BlackRock Institutional Trust Company N.+26.9% shares
- REMX Vaneck ETF Trust+22.2% shares
- VONG Vanguard Russell 1000 Growth ETF+22.1% shares
Reduced
- VCIT Vanguard Scottsdale Fds-42.7% shares
- BIL SPDR Brcy1-3 Ser-39.7% shares
- SPYG Spdr Series Trust-33.3% shares
- META Meta Platforms Inc Class A-33.2% shares
- ORCL Oracle Corp-31.2% shares
- SPDW SPDR Portfolio Developed World-31.1% shares
- HD Home Depot Inc Com-30.1% shares
- TSLA Tesla Inc Com-26.4% shares
Left the top 50
- SPHY Spdr Series Trustwas 1.3%
- JEPI Jpmorgan Equity Premium Income ETFwas 1.2%
- ICVT Ishares Trwas 0.7%
- UDN Invesco Db US Dlr Index Trwas 0.6%
- MCD Mcdonalds Corp Comwas 0.4%
- WEC WEC Energy Group Inc.was 0.4%
- GILD Gilead Scienceswas 0.4%
- NFLX Netflix Inc Totalwas 0.4%
Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.
How the holdings did against the S&P 500.
- 1 year
- +2.1% /yr
- S&P 500 +20.1%
- 3 years
- +8.9% /yr
- S&P 500 +20.4%
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $529.4M | 233 |
| Q1 2026 | $461.2M | 226 |
| Q4 2025 | $461.7M | 250 |
| Q3 2025 | $426.6M | 282 |
| Q2 2025 | $414.4M | 267 |
| Q1 2025 | $383.2M | 255 |
| Q4 2024 | $387.6M | 257 |
| Q3 2024 | $380.4M | 234 |
| Q2 2024 | $340.6M | 226 |
| Q1 2024 | $335.3M | 230 |
| Q4 2023 | $297.7M | 230 |
| Q3 2023 | $269.9M | 218 |
Questions about Alliance Wealth Advisors, LLC /UT's portfolio
What stocks does Alliance Wealth Advisors, LLC /UT own?
Alliance Wealth Advisors, LLC /UT's latest 13F, for Q2 2026 and filed Jul 23, 2026, lists 233 positions worth $529.4M. The largest are Vanguard Russell 1000 Growth ETF (VONG) at 13.4%, Vym (VYM) at 9.6%, Ishares Tr (IVLU) at 5.6%, Spdr Series Trust (SPTS) at 5.4% and Ishares Core Msci Total International St (IXUS) at 4.8%.
What did Alliance Wealth Advisors, LLC /UT buy last quarter?
In Q2 2026, Alliance Wealth Advisors, LLC /UT added Ishares Bitcoin Trust ETF (IBIT) (+77.7% shares), Apple Inc (AAPL) (+68.6% shares) and Invesco Exch Traded Fd Tr II (SPLV) (+32.7% shares), compared with its Q1 2026 filing.
What did Alliance Wealth Advisors, LLC /UT sell last quarter?
In Q2 2026, Alliance Wealth Advisors, LLC /UT cut from its top 50 Spdr Series Trust (SPHY), cut from its top 50 Jpmorgan Equity Premium Income ETF (JEPI), cut from its top 50 Ishares Tr (ICVT), cut from its top 50 Invesco Db US Dlr Index Tr (UDN), cut from its top 50 Mcdonalds Corp Com (MCD), Vanguard Scottsdale Fds (VCIT) (-42.7% shares), SPDR Brcy1-3 Ser (BIL) (-39.7% shares) and Spdr Series Trust (SPYG) (-33.3% shares), compared with its Q1 2026 filing.
How has Alliance Wealth Advisors, LLC /UT's portfolio performed?
A portfolio copying Alliance Wealth Advisors, LLC /UT's 20 largest 13F holdings each quarter, from the day each filing was public, returned +8.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +2.1% against +20.1%.
When is Alliance Wealth Advisors, LLC /UT's next 13F filing due?
13F filings are due 45 days after each quarter ends. Alliance Wealth Advisors, LLC /UT's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.