Alliance Wealth Management Group

CIK 0001623707 · FLEMINGTON, NJ · Quarter end: 2026-06-30 · Filed on: 2026-08-04 · Open the SEC source

Alliance Wealth Management Group reported 103 positions worth $513.7M as of June 30, 2026 (13F filed August 4, 2026). Largest holding: SCHX (12.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$513.7M
2026 Q2
Positions
103
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
53.5%
Est. Net Flow (Q)
2026 Q2
10 / 103 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SCHXSCHWAB STRATEGIC TRSH$65.4M12.73%2,222,715
2IVVISHARES TRSH$46.3M9.02%61,877
3HYGISHARES TRSH$25.0M4.87%313,153
4LQDISHARES TRSH$23.4M4.56%214,856
5SCHZSCHWAB STRATEGIC TRSH$22.1M4.31%956,732
6SCHFSCHWAB STRATEGIC TRSH$21.9M4.26%790,195
7AGGISHARES TRSH$21.0M4.09%212,383
8SCHESCHWAB STRATEGIC TRSH$17.3M3.36%476,643
9IEFAISHARES TRSH$16.6M3.24%172,207
10FLRNSPDR SER TRSH$15.8M3.08%512,832

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Alliance Wealth Management Group hold as of Q2 2026?

Alliance Wealth Management Group reported 103 positions worth $513.7M in its Q2 2026 13F filing. Largest positions: SCHX (12.7%), IVV (9.0%), HYG (4.9%), LQD (4.6%) and SCHZ (4.3%).

What did Alliance Wealth Management Group buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Alliance Wealth Management Group sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.