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CIK: 0001849724
Total reported value
$307.7M
$307.7M
154 檔
29.3%
As reported in its official Q1 2026 Form 13F filing, Alliance Wealth Advisors, LLC's tracked investment portfolio stood at $307.7M with 154 total positions.
Alliance Wealth Advisors, LLC executed strategic sector rebalancing during Q1 2026, establishing 4 new positions while fully exiting 1 holdings and trimming 48 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DGRO | Ishares Core Dividend Growth | ETF-Other | 11.97% | -2.08% | +0.69% | |
| 2 | UITB | Victoryshares Core Intermedi | ETF-Other | 11.94% | -2.98% | +6.88% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.50% | -0.19% | +2.09% | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 5.14% | -0.70% | -0.33% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.95% | -0.61% | +12.82% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 4.93% | -0.63% | +1.78% | |
| 7 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 4.17% | +1.26% | -0.15% | |
| 8 | GLD | Spdr Gold Shares | ETF-Commodities | 2.06% | -0.77% | -20.20% | |
| 9 | INTC | Intel CORP | Stock-Tech | 1.88% | +7.52% | — | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.84% | -0.30% | -1.02% | |
| 11 | ECHO | Echostar Corp-a | Stock-Comm Services | 1.80% | -0.64% | — | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.60% | -0.38% | +5.59% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.51% | -0.19% | -10.65% | |
| 14 | MP | Mp Materials CORP | Stock-Materials | 1.21% | +0.61% | — | |
| 15 | PFIS | Peoples Financial Services | Stock-Other | 1.04% | -0.07% | -0.20% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.01% | -0.24% | +6.19% | |
| 17 | TDG | Transdigm Group Inc | Stock-Industrials | 1.00% | -0.17% | +1.08% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 0.98% | -0.41% | -3.34% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.95% | -0.25% | -29.71% | |
| 20 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.84% | -0.24% | +7.65% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.79% | -0.11% | -0.28% | |
| 22 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.76% | -0.11% | +5.19% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.76% | -0.08% | +0.39% | |
| 24 | NIO | Nio Inc - Adr | Stock-Consumer Disc | 0.70% | -0.04% | — | |
| 25 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.70% | -0.16% | -2.46% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.65% | -0.16% | -0.92% | |
| 27 | PM | Philip Morris International | Stock-Consumer Staples | 0.59% | -0.11% | +1.97% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.58% | -0.03% | -3.33% | |
| 29 | GLPI | Gaming And Leisure Propertie | Stock-Real Estate | 0.55% | -0.14% | — | |
| 30 | CRM | Salesforce Inc | Stock-Tech | 0.55% | -0.22% | +36.25% | |
| 31 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.55% | -0.14% | — | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.54% | -0.10% | +1.90% | |
| 33 | CBU | Community Financial System I | Stock-Other | 0.53% | -0.10% | — | |
| 34 | BA | Boeing Co/the | Stock-Industrials | 0.53% | -0.10% | +2.55% | |
| 35 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.52% | -0.05% | +8.63% | |
| 36 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.51% | -0.07% | -17.78% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.50% | -0.12% | +0.80% | |
| 38 | OKE | Oneok Inc | Stock-Energy | 0.50% | -0.14% | — | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.48% | -0.10% | — | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.47% | -0.05% | +0.46% | |
| 41 | ENB | Enbridge Inc | Stock-Energy | 0.46% | -0.14% | -2.50% | |
| 42 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.45% | -0.11% | +6.20% | |
| 43 | PPL | Ppl CORP | Stock-Utilities | 0.45% | -0.15% | +16.79% | |
| 44 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.43% | -0.16% | +14.92% | |
| 45 | PSKY | Paramount Skydance Cl B | Stock-Comm Services | 0.40% | -0.08% | — | |
| 46 | WFC | Wells Fargo & Co | Stock-Financials | 0.38% | -0.09% | +2.22% | |
| 47 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.38% | -0.08% | — | |
| 48 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.37% | -0.09% | +6.87% | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.32% | -0.11% | -0.11% | |
| 50 | AVGO | Broadcom Inc | Stock-Tech | 0.31% | -0.01% | -24.67% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | UITB | Victoryshares Core Intermedi | +0.8% | +6.88% | Add |
| 2 | INTC | Intel CORP | +0.6% | — | Unchanged |
| 3 | VO | Vanguard Mid-cap ETF | +0.6% | +12.82% | Add |
| 4 | AVUV | Avantis US Small Cap Value | +0.4% | -0.33% | Trim |
| 5 | DGRO | Ishares Core Dividend Growth | +0.3% | +0.69% | Add |
| 6 | XOM | Exxon Mobil CORP | +0.3% | -3.34% | Trim |
| 7 | PSKY | Paramount Skydance Cl B | +0.3% | — | Unchanged |
| 8 | VTV | Vanguard Value ETF | +0.3% | +1.78% | Add |
| 9 | ECHO | Echostar Corp-a | +0.1% | — | Unchanged |
| 10 | VZ | Verizon Communications Inc | +0.1% | +14.92% | Add |
| 11 | NIO | Nio Inc - Adr | +0.1% | — | Unchanged |
| 12 | PPL | Ppl CORP | +0.1% | +16.79% | Add |
| 13 | OKE | Oneok Inc | +0.1% | — | Unchanged |
| 14 | PFIS | Peoples Financial Services | +0.1% | -0.20% | Trim |
| 15 | MRK | Merck & Co. Inc. | +0.1% | -2.46% | Trim |
| 16 | ELV | Elevance Health Inc | +0.1% | +83.22% | Add |
| 17 | SLB | Slb LTD | +0.1% | +0.01% | Add |
| 18 | CVX | Chevron CORP | +0.1% | +0.44% | Add |
| 19 | IXUS | Ishares Core Intl Stock ETF | +0.1% | +5.19% | Add |
| 20 | COP | Conocophillips | +0.1% | -2.45% | Trim |
| 21 | GLW | Corning Inc | +0.1% | -18.77% | Trim |
| 22 | XLRE | Ss Real Estate Select Sector | +0.1% | +8.63% | Add |
| 23 | LMT | Lockheed Martin CORP | +0.1% | — | Unchanged |
| 24 | FDBC | Fidelity D&d Bancorp Inc | +0.1% | +30.37% | Add |
| 25 | ENB | Enbridge Inc | 0% | -2.50% | Trim |
| 26 | GEV | GE Vernova Inc | 0% | -1.86% | Trim |
| 27 | EIX | Edison International | 0% | -2.96% | Trim |
| 28 | DIVO | Amplify Cwp Enhan Divid ETF | 0% | +6.20% | Add |
| 29 | PFE | Pfizer Inc | 0% | +1.47% | Add |
| 30 | PAGP | Plains Gp Holdings Lp-cl A | 0% | -1.75% | Trim |
| 31 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 32 | PM | Philip Morris International | 0% | +1.97% | Add |
| 33 | WMT | Walmart Inc | 0% | +0.08% | Add |
| 34 | RDVY | First Trust Rising Dividend | 0% | +12.57% | Add |
| 35 | JNJ | Johnson & Johnson | 0% | -5.57% | Trim |
| 36 | T | At&t Inc | 0% | -0.22% | Trim |
| 37 | PEP | Pepsico Inc | 0% | -0.11% | Trim |
| 38 | JEPI | Jpmorgan Equity Premium Inco | 0% | +6.87% | Add |
| 39 | ETR | Entergy CORP | 0% | -0.31% | Trim |
| 40 | APD | Air Products & Chemicals Inc | 0% | -3.01% | Trim |
| 41 | MO | Altria Group Inc | 0% | — | Unchanged |
| 42 | DUK | Duke Energy CORP | 0% | -0.52% | Trim |
| 43 | VAW | Vanguard Materials ETF | 0% | — | Unchanged |
| 44 | EPD | Enterprise Products Partners | 0% | +0.01% | Add |
| 45 | LIN | Linde plc | 0% | — | Unchanged |
| 46 | GSK | Gsk Plc-spon Adr | 0% | -3.22% | Trim |
| 47 | COST | Costco Wholesale CORP | 0% | — | Unchanged |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +6.19% | Add |
| 49 | KO | Coca-cola Co/the | 0% | -2.62% | Trim |
| 50 | AMGN | Amgen Inc | 0% | -0.54% | Trim |
According to official SEC Form 13F filings, Alliance Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $307.7M across 154 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DGRO, UITB, QQQ) accounted for 29.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
DOC
市值: $322.2K
Top Position Liquidated / Trimmed
IWM
前期市值: $218.1K
During Q1 2026, Alliance Wealth Advisors, LLC's top holdings by market value included DGRO (12.0%)、UITB (11.9%)、QQQ (5.5%). The largest single position, DGRO, represented 12.0% of total portfolio value.
In Q1 2026, Alliance Wealth Advisors, LLC made 105 total portfolio adjustments, initiating 4 new buys, adding to 52 positions, trimming 48 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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