Alliance Wealth Management Group Top Holdings and 13F Report (2026)

About Alliance Wealth Management Group

Investment Activity

Alliance Wealth Management Group has $457.10 million in total holdings as of March 31, 2026.
Alliance Wealth Management Group owns shares of 97 different stocks, but just 23 companies or ETFs make up 80% of its holdings.
Approximately 2.98% of the portfolio was purchased this quarter.
About 1.30% of the portfolio was sold this quarter.
This quarter, Alliance Wealth Management Group has purchased 94 new stocks and bought additional shares in 43 stocks.
Alliance Wealth Management Group sold shares of 26 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Schwab US Large-Cap ETF: $55,801,829
iShares Core S&P 500 ETF: $35,764,698
iShares iBoxx $ High Yield Corporate Bond ETF: $23,728,944
Schwab U.S. Aggregate Bond ETF: $23,563,260
iShares iBoxx $ Investment Grade Corporate Bond ETF: $20,299,101

Largest New Holdings this Quarter

36828A101 - GE VERNOVA INC: $240,048 Holding
718172109 - Philip Morris International: $225,950 Holding
874039100 - Taiwan Semiconductor Manufacturing: $219,668 Holding
922042775 - Vanguard FTSE All-World ex-US ETF: $214,880 Holding
88579Y101 - 3M: $208,986 Holding

Largest Purchases this Quarter

iShares iBoxx $ Investment Grade Corporate Bond ETF: 29,644 shares (about $3.23M)
iShares Core S&P 500 ETF: 2,698 shares (about $1.76M)
iShares Core U.S. Aggregate Bond ETF: 10,817 shares (about $1.07M)
SPDR Portfolio Intermediate Term Corporate Bond ETF: 27,109 shares (about $909.24K)
iShares iBoxx $ High Yield Corporate Bond ETF: 8,723 shares (about $694.01K)

Largest Sales this Quarter

SPDR Bloomberg Investment Grade Floating Rate ETF: 65,322 shares (about $2.01M)
Schwab US Large-Cap ETF: 35,873 shares (about $919.78K)
Schwab International Equity ETF: 22,198 shares (about $549.40K)
iShares Floating Rate Bond ETF: 9,456 shares (about $481.78K)
Invesco Emerging Markets Sovereign Debt ETF: 8,742 shares (about $182.71K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SCHX Schwab US Large-Cap ETF	$55,801,829	$919,784 â–¼	-1.6%	2,176,358	12.2%	ETF
IVV iShares Core S&P 500 ETF	$35,764,698	$1,763,656 â–²	5.2%	54,712	7.8%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$23,728,944	$694,014 â–²	3.0%	298,247	5.2%	ETF
SCHZ Schwab U.S. Aggregate Bond ETF	$23,563,260	$94,459 â–¼	-0.4%	1,014,783	5.2%	ETF
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$20,299,101	$3,230,923 â–²	18.9%	186,246	4.4%	Finance
SCHF Schwab International Equity ETF	$19,514,581	$549,400 â–¼	-2.7%	788,468	4.3%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$17,874,087	$1,073,817 â–²	6.4%	180,053	3.9%	Finance
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF	$17,188,224	$2,010,611 â–¼	-10.5%	558,422	3.8%	ETF
SCHE Schwab Emerging Markets Equity ETF	$16,163,317	$266,895 â–²	1.7%	490,541	3.5%	ETF
FLOT iShares Floating Rate Bond ETF	$13,592,284	$481,783 â–¼	-3.4%	266,777	3.0%	ETF
IEFA iShares Core MSCI EAFE ETF	$13,005,621	$602,567 â–²	4.9%	143,618	2.8%	ETF
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$12,702,627	$406,826 â–²	3.3%	135,230	2.8%	ETF
SCHM Schwab U.S. Mid-Cap ETF	$11,646,927	$126,441 â–¼	-1.1%	376,193	2.5%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$11,225,973	$633,875 â–²	6.0%	160,843	2.5%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$10,398,036	$46,001 â–¼	-0.4%	135,851	2.3%	ETF
SCHB Schwab US Broad Market ETF	$10,157,457	$93,146 â–¼	-0.9%	404,680	2.2%	ETF
MUB iShares National Muni Bond ETF	$9,329,948	$353,267 â–²	3.9%	87,894	2.0%	ETF
SCHA Schwab US Small-Cap ETF	$9,036,625	$151,652 â–¼	-1.7%	310,751	2.0%	ETF
SPAB SPDR Portfolio Aggregate Bond ETF	$8,865,827	$293,605 â–²	3.4%	346,051	1.9%	ETF
IJH iShares Core S&P Mid-Cap ETF	$7,640,623	$387,236 â–²	5.3%	113,099	1.7%	ETF
AAPL Apple	$7,185,707	$21,318 â–²	0.3%	28,314	1.6%	Computer and Technology
SCHD Schwab US Dividend Equity ETF	$6,456,230	$126,248 â–¼	-1.9%	210,438	1.4%	ETF
IJR iShares Core S&P Small-Cap ETF	$6,307,922	$270,775 â–²	4.5%	50,715	1.4%	ETF
SHYG iShares 0-5 Year High Yield Corporate Bond ETF	$6,020,628	$519,694 â–²	9.4%	142,298	1.3%	ETF
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF	$5,451,793	$909,236 â–²	20.0%	162,546	1.2%	ETF
CL Colgate-Palmolive	$5,445,297	$85 â–²	0.0%	63,889	1.2%	Consumer Staples
PCY Invesco Emerging Markets Sovereign Debt ETF	$4,634,001	$182,707 â–¼	-3.8%	221,723	1.0%	ETF
SPEM SPDR Portfolio Emerging Markets ETF	$4,281,429	$80,591 â–²	1.9%	91,269	0.9%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$4,221,963	$116,168 â–²	2.8%	29,620	0.9%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$3,914,214	$70,621 â–¼	-1.8%	85,744	0.9%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$2,974,697	$1,544 â–¼	-0.1%	102,118	0.7%	ETF
IWF iShares Russell 1000 Growth ETF	$2,830,443		0.0%	6,638	0.6%	ETF
TFI SPDR Nuveen ICE Municipal Bond ETF	$2,461,101	$108,544 â–¼	-4.2%	54,281	0.5%	Finance
MSFT Microsoft	$2,332,075	$78,476 â–¼	-3.3%	6,300	0.5%	Computer and Technology
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund	$2,163,553	$56,240 â–¼	-2.5%	22,351	0.5%	ETF
DGRO iShares Core Dividend Growth ETF	$2,123,791	$135,540 â–²	6.8%	30,257	0.5%	ETF
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$2,061,685	$16,049 â–²	0.8%	34,814	0.5%	ETF
QQQ Invesco QQQ	$1,932,758	$90,030 â–²	4.9%	3,349	0.4%	Finance
JNJ Johnson & Johnson	$1,761,424	$6,355 â–²	0.4%	7,206	0.4%	Medical
GOOG Alphabet	$1,657,764	$48,479 â–¼	-2.8%	5,779	0.4%	Computer and Technology
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$1,635,584	$5,267 â–²	0.3%	33,849	0.4%	ETF
SPYD SPDR Portfolio S&P 500 High Dividend ETF	$1,550,229	$63,091 â–²	4.2%	34,056	0.3%	ETF
NVDA NVIDIA	$1,449,718	$13,951 â–²	1.0%	8,313	0.3%	Computer and Technology
RSP Invesco S&P 500 Equal Weight ETF	$1,341,391		0.0%	6,989	0.3%	ETF
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$1,303,699	$4,823 â–¼	-0.4%	16,490	0.3%	ETF
JPM JPMorgan Chase & Co.	$1,227,530		0.0%	4,173	0.3%	Finance
SCHO Schwab Short-Term U.S. Treasury ETF	$1,222,429	$7,694 â–²	0.6%	50,368	0.3%	ETF
GOOGL Alphabet	$1,199,125		0.0%	4,170	0.3%	Computer and Technology
META Meta Platforms	$1,118,514	$22,885 â–²	2.1%	1,955	0.2%	Computer and Technology
MRK Merck & Co., Inc.	$1,109,675	$2,526 â–¼	-0.2%	9,225	0.2%	Medical
AMZN Amazon.com	$984,060	$56,649 â–¼	-5.4%	4,725	0.2%	Retail/Wholesale
VOO Vanguard S&P 500 ETF	$983,142	$95,625 â–²	10.8%	1,645	0.2%	ETF
VUG Vanguard Growth ETF	$874,490	$23,588 â–¼	-2.6%	2,002	0.2%	ETF
T AT&T	$837,128	$14,727 â–¼	-1.7%	28,876	0.2%	Computer and Technology
CSCO Cisco Systems	$759,684		0.0%	9,791	0.2%	Computer and Technology
SHY iShares 1-3 Year Treasury Bond ETF	$754,277	$55,982 â–²	8.0%	9,135	0.2%	Manufacturing
SCHV Schwab U.S. Large-Cap Value ETF	$738,405	$824 â–¼	-0.1%	24,210	0.2%	ETF
HD Home Depot	$731,451	$184,178 â–²	33.7%	2,224	0.2%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$667,249		0.0%	1,026	0.1%	Finance
COKE Coca-Cola Consolidated	$653,193		0.0%	8,589	0.1%	Consumer Staples
VIG Vanguard Dividend Appreciation ETF	$589,416	$55,910 â–¼	-8.7%	2,741	0.1%	ETF
VTI Vanguard Total Stock Market ETF	$536,785	$20,855 â–¼	-3.7%	1,673	0.1%	ETF
CVX Chevron	$532,563	$15,724 â–²	3.0%	2,574	0.1%	Energy
IBM International Business Machines	$528,045	$12,122 â–²	2.3%	2,178	0.1%	Computer and Technology
BAC Bank of America	$520,796		0.0%	10,683	0.1%	Finance
VTV Vanguard Value ETF	$516,987		0.0%	2,635	0.1%	ETF
NEE NextEra Energy	$465,175	$2,044 â–²	0.4%	5,008	0.1%	Utilities
LINDE PLC	$442,714		0.0%	893	0.1%	SHS
V Visa	$412,860		0.0%	1,366	0.1%	Business Services
DFUS Dimensional U.S. Equity ETF	$405,676		0.0%	5,721	0.1%	ETF
AVGO Broadcom	$402,363	$15,476 â–²	4.0%	1,300	0.1%	Computer and Technology
COST Costco Wholesale	$379,434	$19,918 â–²	5.5%	381	0.1%	Retail/Wholesale
IWD iShares Russell 1000 Value ETF	$368,581		0.0%	1,725	0.1%	ETF
TT Trane Technologies	$362,147		0.0%	869	0.1%	Construction
BRK.B Berkshire Hathaway	$339,753	$4,792 â–²	1.4%	709	0.1%	Finance
NFLX Netflix	$327,872	$6,731 â–²	2.1%	3,410	0.1%	Consumer Discretionary
VT Vanguard Total World Stock ETF	$327,148		0.0%	2,365	0.1%	ETF
BANK NEW YORK MELLON CORP	$305,472		0.0%	2,575	0.1%	COM
VZ Verizon Communications	$299,422	$10,140 â–²	3.5%	5,965	0.1%	Computer and Technology
GE AEROSPACE	$283,770	$42,566 â–²	17.6%	1,000	0.1%	COM NEW
IWP iShares Russell Mid-Cap Growth ETF	$276,227		0.0%	2,156	0.1%	ETF
TSLA Tesla	$270,634	$14,870 â–¼	-5.2%	728	0.1%	Auto/Tires/Trucks
PEG Public Service Enterprise Group	$263,249		0.0%	3,252	0.1%	Utilities
ORCL Oracle	$249,499	$22,067 â–²	9.7%	1,696	0.1%	Computer and Technology
GE VERNOVA INC	$240,048	$240,048 â–²	New Holding	275	0.1%	COM
HSY Hershey	$228,679		0.0%	1,100	0.1%	Consumer Staples
PM Philip Morris International	$225,950	$225,950 â–²	New Holding	3,424	0.0%	Consumer Staples
C Citigroup	$225,232		0.0%	1,986	0.0%	Financial Services
SPSB SPDR Portfolio Short Term Corporate Bond ETF	$224,336	$4,873 â–²	2.2%	7,688	0.0%	ETF
TSM Taiwan Semiconductor Manufacturing	$219,668	$219,668 â–²	New Holding	650	0.0%	Computer and Technology
DIS Walt Disney	$218,951		0.0%	2,272	0.0%	Consumer Discretionary
VEU Vanguard FTSE All-World ex-US ETF	$214,880	$214,880 â–²	New Holding	2,861	0.0%	ETF
LLY Eli Lilly and Company	$209,708	$22,994 â–²	12.3%	228	0.0%	Medical
MMM 3M	$208,986	$208,986 â–²	New Holding	1,439	0.0%	Multi-Sector Conglomerates
LVS Las Vegas Sands	$207,438		0.0%	3,850	0.0%	Consumer Discretionary
UNH UnitedHealth Group	$204,295	$6,765 â–²	3.4%	755	0.0%	Medical
PNC The PNC Financial Services Group	$203,512		0.0%	978	0.0%	Finance
PHB Invesco Fundamental High Yield Corporate Bond ETF	$0	$387,072 â–¼	-100.0%	0	0.0%	ETF
VXF Vanguard Extended Market ETF	$0	$211,393 â–¼	-100.0%	0	0.0%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Alliance Wealth Management Group Top Holdings and 13F Report (2026)

About Alliance Wealth Management Group

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Alliance Wealth Management Group Top Holdings and 13F Report (2026)

About Alliance Wealth Management Group

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAlliance Wealth Management Group

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools