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CIK: 0002106763
Total reported value
$127.3M
$127.3M
66 檔
30.4%
According to the latest 13F quarterly dataset, Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies managed an equity portfolio of $127.3M at the end of Q4 2025, spanning 66 distinct U.S. exchange-listed positions.
During Q4 2025, Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 18.01% | +0.75% | — | |
| 2 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 5.38% | +0.17% | — | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 5.24% | -0.01% | — | |
| 4 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 3.98% | -0.28% | — | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.71% | -0.18% | — | |
| 6 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 3.60% | +0.35% | — | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 3.54% | -0.02% | — | |
| 8 | DFIV | Dimensional International Va | ETF-Other | 3.22% | -0.29% | — | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-Other | 3.12% | -0.21% | — | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 3.03% | +0.07% | — | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.89% | +0.02% | — | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.74% | -0.07% | — | |
| 13 | VV | Vanguard Large-cap ETF | ETF-Other | 2.72% | +0.01% | — | |
| 14 | CAT | Caterpillar Inc | Stock-Industrials | 2.46% | +0.92% | — | |
| 15 | VUG | Vanguard Growth ETF | ETF-Other | 2.23% | +0.09% | — | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.01% | -0.12% | — | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 1.97% | -0.41% | — | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.86% | -0.34% | — | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.81% | -0.15% | — | |
| 20 | PCAR | Paccar Inc | Stock-Industrials | 1.78% | -0.16% | — | |
| 21 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.48% | +0.02% | — | |
| 22 | DISV | Dimensional International Sm | ETF-Other | 1.40% | -0.10% | — | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.27% | -0.03% | — | |
| 24 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.07% | -0.04% | — | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 1.06% | -0.11% | — | |
| 26 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.98% | +0.04% | — | |
| 27 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.97% | — | — | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.89% | -0.01% | — | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.84% | -0.03% | — | |
| 30 | IDCC | Interdigital Inc | Stock-Tech | 0.83% | -0.14% | — | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.83% | +0.07% | — | |
| 32 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.79% | -0.08% | — | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.65% | +0.04% | — | |
| 34 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.63% | -0.04% | — | |
| 35 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.56% | -0.07% | — | |
| 36 | BHRB | Burke & Herbert Financial Se | Stock-Other | 0.53% | — | — | |
| 37 | TXN | Texas Instruments Inc | Stock-Tech | 0.52% | +0.19% | — | |
| 38 | HII | Huntington Ingalls Industrie | Stock-Industrials | 0.50% | -0.20% | — | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.49% | — | — | |
| 40 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.49% | +0.13% | — | |
| 41 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.45% | -0.01% | — | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.42% | — | — | |
| 43 | CSCO | Cisco Systems Inc | Stock-Tech | 0.41% | +0.14% | — | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.40% | +0.04% | — | |
| 45 | CMI | Cummins Inc | Stock-Industrials | 0.39% | +0.06% | — | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.39% | +0.04% | — | |
| 47 | RY | Royal Bank Of Canada | Stock-Financials | 0.36% | +0.03% | — | |
| 48 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.35% | -0.03% | — | |
| 49 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.34% | -0.01% | — | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.33% | -0.14% | — |
According to official SEC Form 13F filings, Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies reported a total U.S. public equity portfolio value of $127.3M across 66 disclosed positions in Q4 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 VTI, VBR, DFAC) accounted for 30.4% of total reported equity market value during Q4 2025.
During Q4 2025, Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies's top holdings by market value included VTI (18.0%)、VBR (5.4%)、DFAC (5.2%). The largest single position, VTI, represented 18.0% of total portfolio value.
In Q4 2025, Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies made 0 total portfolio adjustments, initiating 0 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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