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CIK: 0001623707
Total reported value
$513.7M
$513.7M
97 檔
31.0%
During the Q1 2026 filing period, Alliance Wealth Management Group (CIK: 0001623707) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $513.7M across 97 reported positions.
In Q1 2026, Alliance Wealth Management Group displayed an active expansion posture, initiating 5 new positions and adding to 43 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 | 12.21% | +0.52% | -1.62% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.82% | +1.20% | +5.19% | |
| 3 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 5.19% | -0.32% | +3.01% | |
| 4 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 5.15% | -0.85% | -0.40% | |
| 5 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 4.44% | +0.12% | +18.93% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.27% | -0.01% | -2.74% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.91% | +0.18% | +6.39% | |
| 8 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 3.76% | -0.68% | -10.47% | |
| 9 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 3.54% | -0.18% | +1.68% | |
| 10 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 2.97% | -0.30% | -3.42% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.85% | +0.39% | +4.86% | |
| 12 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 2.78% | +0.03% | +3.31% | |
| 13 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.55% | +0.07% | -1.07% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.46% | +0.41% | +5.98% | |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.27% | +0.09% | -0.44% | |
| 16 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.22% | +0.12% | -0.91% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-Other | 2.04% | -0.13% | +3.94% | |
| 18 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.98% | +0.09% | -1.65% | |
| 19 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.94% | -0.26% | +3.43% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.67% | +0.17% | +5.34% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.57% | — | +0.30% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.41% | -0.30% | -1.92% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.38% | +0.24% | +4.49% | |
| 24 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.32% | -0.15% | +9.45% | |
| 25 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.19% | -0.07% | +20.02% | |
| 26 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.19% | -0.05% | +0.00% | |
| 27 | PCY | Invesco Emerging Markets Sov | ETF-Emerging Markets | 1.01% | -0.17% | -3.79% | |
| 28 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.94% | -0.03% | +1.92% | |
| 29 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.92% | +0.18% | +2.83% | |
| 30 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.86% | — | -1.77% | |
| 31 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.65% | +0.02% | -0.05% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.62% | +0.02% | — | |
| 33 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.54% | -0.17% | -4.22% | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.51% | -0.05% | -3.26% | |
| 35 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | 0.47% | -0.15% | -2.53% | |
| 36 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.46% | +0.12% | +6.82% | |
| 37 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.45% | -0.01% | +0.78% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.42% | -0.05% | +4.89% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.39% | -0.03% | +0.36% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.36% | +0.04% | -2.84% | |
| 41 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.36% | +0.01% | +0.32% | |
| 42 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.34% | -0.04% | +4.24% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.32% | — | +0.97% | |
| 44 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.29% | — | — | |
| 45 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.29% | +0.01% | -0.37% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.27% | -0.04% | — | |
| 47 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.27% | -0.03% | +0.63% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.26% | +0.03% | — | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.24% | -0.03% | +2.09% | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.24% | -0.01% | -0.23% |
According to official SEC Form 13F filings, Alliance Wealth Management Group reported a total U.S. public equity portfolio value of $513.7M across 97 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including SCHX, IVV, HYG) accounted for 31.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
GEV
市值: $240.0K
Top Position Liquidated / Trimmed
IFLN
前期市值: $387.1K
During Q1 2026, Alliance Wealth Management Group's top holdings by market value included SCHX (12.2%)、IVV (7.8%)、HYG (5.2%). The largest single position, SCHX, represented 12.2% of total portfolio value.
In Q1 2026, Alliance Wealth Management Group made 76 total portfolio adjustments, initiating 5 new buys, adding to 43 positions, trimming 26 holdings, and fully liquidating 2 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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