13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001623707
Total reported value
$513.7M
$513.7M
95 檔
30.5%
As reported in its official Q3 2025 Form 13F filing, Alliance Wealth Management Group's tracked investment portfolio stood at $513.7M with 95 total positions.
In Q3 2025, Alliance Wealth Management Group displayed an active expansion posture, initiating 8 new positions and adding to 32 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 | 13.15% | +0.52% | -1.56% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.52% | +1.20% | +28.15% | |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 5.55% | -0.85% | +3.50% | |
| 4 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 4.38% | -0.68% | +3.71% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.25% | -0.01% | -4.40% | |
| 6 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 3.91% | -0.32% | +10.37% | |
| 7 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 3.77% | -0.18% | -2.51% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.17% | +0.18% | +27.96% | |
| 9 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 3.09% | -0.30% | +19.88% | |
| 10 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 2.61% | +0.03% | +10.44% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.55% | +0.39% | +25.33% | |
| 12 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.55% | +0.07% | -0.61% | |
| 13 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | 2.49% | -0.15% | +3.20% | |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.44% | +0.09% | -5.04% | |
| 15 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.39% | +0.12% | -2.65% | |
| 16 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.32% | +0.09% | -11.64% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.22% | +0.41% | +26.99% | |
| 18 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.87% | -0.26% | +6.04% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-Other | 1.85% | -0.13% | +8.42% | |
| 20 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.76% | +0.12% | +21.42% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.64% | — | -3.85% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.51% | +0.17% | +28.07% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.42% | +0.24% | +16.74% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.30% | -0.30% | +8.15% | |
| 25 | PCY | Invesco Emerging Markets Sov | ETF-Emerging Markets | 1.23% | -0.17% | +2.52% | |
| 26 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.14% | -0.05% | +1243.61% | |
| 27 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.12% | -0.15% | +4.66% | |
| 28 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.01% | -0.07% | +5.46% | |
| 29 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.99% | -0.03% | -5.08% | |
| 30 | IFLN | Invesco Bloomberg Enhanced F | ETF-Other | 0.96% | — | +1.52% | |
| 31 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.92% | +0.18% | +28.05% | |
| 32 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.86% | — | -7.54% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.76% | -0.05% | +14.20% | |
| 34 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.75% | -0.17% | +3.90% | |
| 35 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.73% | +0.02% | -0.04% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.69% | +0.02% | — | |
| 37 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.45% | -0.01% | -3.40% | |
| 38 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.42% | +0.01% | -12.41% | |
| 39 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.40% | +0.12% | +34.00% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.34% | — | +20.19% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.33% | +0.04% | +56.99% | |
| 42 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.32% | -0.04% | +10.48% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.31% | -0.03% | +50.70% | |
| 44 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.31% | +0.01% | -6.73% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.31% | -0.05% | +31.34% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.30% | -0.04% | -2.48% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.30% | -0.03% | +13.79% | |
| 48 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.29% | — | — | |
| 49 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.26% | -0.03% | +6.00% | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.25% | — | +12.53% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +1.8% | +28.15% | Add |
| 2 | CL | Colgate-palmolive Co | +1% | +1243.61% | Add |
| 3 | IEMG | Ishares Core Msci Emerging | +0.4% | +26.99% | Add |
| 4 | IEFA | Ishares Core Msci Eafe ETF | +0.4% | +25.33% | Add |
| 5 | IJH | Ishares Core S&p Midcap ETF | +0.3% | +28.07% | Add |
| 6 | ITOT | Ishares Core S&p Total U.s. | +0.2% | +28.05% | Add |
| 7 | IJR | Ishares Core S&p Small-cap E | +0.2% | +16.74% | Add |
| 8 | MSFT | Microsoft CORP | +0.2% | +14.20% | Add |
| 9 | GOOG | Alphabet Inc-cl C | +0.2% | +56.99% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | +134.27% | Add |
| 11 | NVDA | Nvidia CORP | +0.1% | +20.19% | Add |
| 12 | AGG | Ishares Core U.s. Aggregate | +0.1% | +27.96% | Add |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.1% | +21.42% | Add |
| 14 | META | Meta Platforms Inc-class A | +0.1% | +50.70% | Add |
| 15 | VOO | Vanguard S&p 500 ETF | +0.1% | +106.93% | Add |
| 16 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +31.34% | Add |
| 17 | DGRO | Ishares Core Dividend Growth | +0.1% | +34.00% | Add |
| 18 | SCHG | Schwab US Large-cap Growth | 0% | -0.04% | Trim |
| 19 | AMZN | Amazon.com Inc | 0% | +12.53% | Add |
| 20 | CSCO | Cisco Systems Inc | 0% | +49.28% | Add |
| 21 | SCHX | Schwab US Large-cap ETF | 0% | -1.56% | Add |
| 22 | IWF | Ishares Russell 1000 Growth | 0% | — | Trim |
| 23 | JNJ | Johnson & Johnson | 0% | +13.79% | Add |
| 24 | SCHB | Schwab US Broad Market ETF | — | -2.65% | Add |
| 25 | SCHM | Schwab US Mid Cap ETF | 0% | -0.61% | Add |
| 26 | SPIB | Ss Spdr P Int C CORP ETF | -0.1% | +5.46% | Add |
| 27 | SCHA | Schwab US Small-cap ETF | -0.1% | -11.64% | Trim |
| 28 | SPEM | State Street Sp Ptf Em ETF | -0.1% | -5.08% | Trim |
| 29 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.2% | -5.04% | Trim |
| 30 | SHYG | Ishares 0-5 Yr Hy CORP Bond | -0.2% | +4.66% | Add |
| 31 | PCY | Invesco Emerging Markets Sov | -0.2% | +2.52% | Add |
| 32 | AAPL | Apple Inc | -0.2% | -3.85% | Trim |
| 33 | SCHE | Schwab Emrg Mrkts Eqty ETF | -0.2% | -2.51% | Trim |
| 34 | FLOT | Ishares Floating Rate Bond E | -0.2% | +19.88% | Add |
| 35 | MUB | Ishares National Muni Bond E | -0.2% | +8.42% | Add |
| 36 | EMB | Ishares Jp Morgan Usd Emergi | -0.3% | +10.44% | Add |
| 37 | SCHF | Schwab Intl Equity ETF | -0.3% | -4.40% | Trim |
| 38 | SPAB | Ss Spdr P Agg Bond ETF | -0.3% | +6.04% | Add |
| 39 | CORP | Pimco Inv Grade CORP Bd ETF | -0.3% | +3.20% | Add |
| 40 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -0.4% | +10.37% | Add |
| 41 | FLRN | Ss Spdr Bb Ig Float Rt ETF | -1.2% | +3.71% | Trim |
| 42 | SCHZ | Schwab US Aggregate Bond ETF | -1.3% | +3.50% | Trim |
| 43 | LIN | Linde plc | — | NEW | New buy |
| 44 | AVGO | Broadcom Inc | — | NEW | New buy |
| 45 | TSLA | Tesla Inc | — | NEW | New buy |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 47 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 48 | AEP | American Electric Power Company, Inc. | — | NEW | New buy |
| 49 | C | Citigroup Inc | — | NEW | New buy |
| 50 | ABBV | Abbvie Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Alliance Wealth Management Group reported a total U.S. public equity portfolio value of $513.7M across 95 disclosed positions in Q3 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, IVV, SCHZ) accounted for 30.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
LIN
市值: $424.2K
Top Position Liquidated / Trimmed
SCHZ
前期市值: $25.2M
During Q3 2025, Alliance Wealth Management Group's top holdings by market value included SCHX (13.2%)、IVV (7.5%)、SCHZ (5.5%). The largest single position, SCHX, represented 13.2% of total portfolio value.
In Q3 2025, Alliance Wealth Management Group made 50 total portfolio adjustments, initiating 8 new buys, adding to 32 positions, trimming 10 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.