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CIK: 0001623707
Total reported value
$513.7M
$513.7M
83 檔
25.8%
According to the latest 13F quarterly dataset, Alliance Wealth Management Group managed an equity portfolio of $513.7M at the end of Q1 2025, spanning 83 distinct U.S. exchange-listed positions.
In Q1 2025, Alliance Wealth Management Group displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 13.12% | +0.52% | -2.78% | |
| 2 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 6.80% | -0.85% | +2.02% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.75% | +1.20% | +2.16% | |
| 4 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 5.55% | -0.68% | -6.94% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.54% | -0.01% | +1.31% | |
| 6 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 4.34% | -0.32% | +1.34% | |
| 7 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 3.96% | -0.18% | +6.32% | |
| 8 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 3.31% | -0.30% | -2.73% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.05% | +0.18% | +7.15% | |
| 10 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 2.86% | +0.03% | +3.71% | |
| 11 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | 2.82% | -0.15% | +9.27% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.59% | +0.09% | -1.74% | |
| 13 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.57% | +0.07% | -3.04% | |
| 14 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.41% | +0.09% | -3.21% | |
| 15 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.39% | +0.12% | -3.72% | |
| 16 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 2.18% | -0.26% | +3.00% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.14% | +0.39% | +6.74% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-Other | 2.07% | -0.13% | +0.27% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.81% | — | -5.03% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.78% | +0.41% | +14.53% | |
| 21 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.65% | +0.12% | +17.45% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.57% | -0.30% | +0.62% | |
| 23 | PCY | Invesco Emerging Markets Sov | ETF-Emerging Markets | 1.39% | -0.17% | +5.67% | |
| 24 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.27% | -0.15% | +0.70% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.21% | +0.17% | +4.31% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.20% | +0.24% | +5.36% | |
| 27 | IFLN | Invesco Bloomberg Enhanced F | ETF-Other | 1.13% | — | -1.95% | |
| 28 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.11% | -0.03% | +5.69% | |
| 29 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.09% | -0.07% | +8.86% | |
| 30 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.99% | — | +2.31% | |
| 31 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.85% | -0.17% | -3.17% | |
| 32 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.69% | +0.02% | — | |
| 33 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.69% | +0.18% | +4.97% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.66% | +0.02% | — | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.57% | -0.05% | — | |
| 36 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.48% | -0.01% | -1.85% | |
| 37 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.47% | +0.01% | -0.55% | |
| 38 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.36% | -0.04% | +3.33% | |
| 39 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.34% | +0.12% | +7.60% | |
| 40 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.33% | +0.01% | -3.90% | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.33% | — | -0.85% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.31% | -0.04% | -7.01% | |
| 43 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.30% | -0.03% | -0.61% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.28% | -0.03% | +0.14% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.22% | -0.05% | -15.01% | |
| 46 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.22% | -0.01% | — | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.21% | — | -4.77% | |
| 48 | T | At&t Inc | Stock-Comm Services | 0.21% | -0.06% | +0.17% | |
| 49 | NVDA | Nvidia CORP | Stock-Tech | 0.21% | — | -13.24% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.20% | — | -0.96% |
According to official SEC Form 13F filings, Alliance Wealth Management Group reported a total U.S. public equity portfolio value of $513.7M across 83 disclosed positions in Q1 2025.
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 SCHX, SCHZ, IVV) accounted for 25.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
SCHX
市值: $48.7M
During Q1 2025, Alliance Wealth Management Group's top holdings by market value included SCHX (13.1%)、SCHZ (6.8%)、IVV (5.8%). The largest single position, SCHX, represented 13.1% of total portfolio value.
In Q1 2025, Alliance Wealth Management Group made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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