Alliance Wealth Strategies, LLC D/B/A Brown Edwards Wealth S Top Holdings and 13F Report (2026) About Alliance Wealth Strategies, LLC D/B/A Brown Edwards Wealth SInvestment ActivityAlliance Wealth Strategies, LLC D/B/A Brown Edwards Wealth S has $111.28 million in total holdings as of March 31, 2026.Alliance Wealth Strategies, LLC D/B/A Brown Edwards Wealth S owns shares of 63 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 5.52% of the portfolio was purchased this quarter.About 1.08% of the portfolio was sold this quarter.This quarter, Alliance Wealth Strategies, LLC D/B/A Brown Edwards Wealth S has purchased 66 new stocks and bought additional shares in 29 stocks.Alliance Wealth Strategies, LLC D/B/A Brown Edwards Wealth S sold shares of 10 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $20,247,424Vanguard Small-Cap Value ETF $6,674,188Dimensional U.S. Core Equity 2 ETF $5,486,195Vanguard FTSE All-World ex-US Small-Cap ETF $4,769,562Vanguard Small-Cap Growth ETF $4,244,015 Largest Purchases this Quarter Vanguard Total Stock Market ETF 5,855 shares (about $1.88M)Vanguard Small-Cap Value ETF 3,627 shares (about $787.97K)Vanguard FTSE All-World ex-US Small-Cap ETF 3,134 shares (about $456.91K)Vanguard Total International Stock ETF 5,219 shares (about $402.44K)Vanguard Small-Cap Growth ETF 1,327 shares (about $401.10K) Largest Sales this Quarter Burke & Herbert Financial Services 3,355 shares (about $208.98K)Apple 385 shares (about $97.71K)WALMART INC 753 shares (about $93.58K)Vanguard Intermediate-Term Bond ETF 612 shares (about $47.23K)Vanguard Dividend Appreciation ETF 173 shares (about $37.21K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAlliance Wealth Strategies, LLC D/B/A Brown Edwards Wealth S Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$20,247,424$1,878,356 ▲10.2%63,11318.2%ETFVBRVanguard Small-Cap Value ETF$6,674,188$787,972 ▲13.4%30,7216.0%ETFDFACDimensional U.S. Core Equity 2 ETF$5,486,1950.0%141,1784.9%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$4,769,562$456,910 ▲10.6%32,7154.3%ETFVBKVanguard Small-Cap Growth ETF$4,244,015$401,097 ▲10.4%14,0413.8%ETFVTVVanguard Value ETF$4,133,382$253,493 ▲6.5%21,0673.7%ETFDFIVDimensional International Value ETF$3,911,236$280,366 ▲7.7%74,1053.5%ETFVBVanguard Small-Cap ETF$3,618,016$333,435 ▲10.2%13,8133.3%ETFAAPLApple$3,599,337$97,712 ▼-2.6%14,1823.2%Computer and TechnologyVXUSVanguard Total International Stock ETF$3,548,379$402,438 ▲12.8%46,0173.2%ETFBIVVanguard Intermediate-Term Bond ETF$3,245,595$47,234 ▼-1.4%42,0522.9%ETFCATCaterpillar$3,239,7880.0%4,5732.9%IndustrialsVWOVanguard FTSE Emerging Markets ETF$3,182,781$242,306 ▲8.2%58,8862.9%ETFVVVanguard Large-Cap ETF$2,907,257$155,106 ▲5.6%9,7282.6%ETFVUGVanguard Growth ETF$2,288,513$162,935 ▲7.7%5,2392.1%ETFWALMART INC$2,251,084$93,583 ▼-4.0%18,1132.0%COMBSVVanguard Short-Term Bond ETF$2,118,488$8,782 ▼-0.4%27,0181.9%ETFVYMVanguard High Dividend Yield ETF$2,072,511$21,623 ▲1.1%13,9941.9%ETFPCARPACCAR$2,005,5420.0%17,3641.8%Auto/Tires/TrucksDISVDimensional International Small Cap Value ETF$1,880,085$335,204 ▲21.7%47,6691.7%ETFVIGVanguard Dividend Appreciation ETF$1,855,753$37,205 ▼-2.0%8,6291.7%ETFDFASDimensional U.S. Small Cap ETF$1,614,352$782 ▲0.0%22,6961.5%ETFJPMJPMorgan Chase & Co.$1,234,8840.0%4,1981.1%FinanceNSCNorfolk Southern$1,138,8160.0%3,9681.0%TransportationDFUVDimensional US Marketwide Value ETF$1,073,455$485 ▲0.0%22,1511.0%ETFMSFTMicrosoft$1,023,150$155,842 ▲18.0%2,7640.9%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$936,850$20,185 ▲2.2%14,6200.8%ETFVOVanguard Mid-Cap ETF$935,216$1,436 ▲0.2%3,2570.8%ETFMGKVanguard Mega Cap Growth ETF$933,673$367 ▲0.0%2,5410.8%ETFIDCCInterDigital$861,002$16,912 ▲2.0%2,8510.8%Computer and TechnologyVTIPVanguard Short-Term Inflation-Protected Securities ETF$849,327$5,245 ▼-0.6%17,0040.8%ManufacturingGOOGLAlphabet$816,6700.0%2,8400.7%Computer and TechnologyDFAXDimensional World ex U.S. Core Equity 2 ETF$719,962$20,824 ▲3.0%21,1940.6%ETFGOOGAlphabet$633,6740.0%2,2090.6%Computer and TechnologyTXNTexas Instruments$621,2480.0%3,2000.6%Computer and TechnologyVGSHVanguard Short-Term Treasury ETF$595,3340.0%10,1700.5%ETFHIIHuntington Ingalls Industries$595,3030.0%1,5670.5%AerospaceXOMExxonMobil$525,946$26,806 ▲5.4%3,1000.5%EnergyVOOVanguard S&P 500 ETF$507,729$83,029 ▲19.5%8500.5%ETFSPYSPDR S&P 500 ETF Trust$503,692$1,300 ▲0.3%7750.5%FinanceCSCOCisco Systems$468,488$23,587 ▲5.3%6,0380.4%Computer and TechnologyJNJJohnson & Johnson$462,725$52,799 ▲12.9%1,8930.4%MedicalVEUVanguard FTSE All-World ex-US ETF$455,761$29,888 ▼-6.2%6,0690.4%ETFCMICummins$443,3280.0%8240.4%Auto/Tires/TrucksFDXFedEx$432,4030.0%1,2140.4%TransportationUNHUnitedHealth Group$425,0970.0%1,5710.4%MedicalQQQInvesco QQQ$401,7170.0%6960.4%FinanceSCZiShares MSCI EAFE Small-Cap ETF$377,9360.0%4,8200.3%ETFICFiShares Select U.S. REIT ETF$374,039$371 ▲0.1%6,0440.3%ETFDUKDuke Energy$372,524$6,940 ▼-1.8%2,8450.3%UtilitiesRYRoyal Bank Of Canada$362,3870.0%2,2400.3%FinanceLLYEli Lilly and Company$355,9510.0%3870.3%MedicalBHRBBurke & Herbert Financial Services$354,119$208,983 ▼-37.1%5,6850.3%FinanceVTVanguard Total World Stock ETF$350,094$27,664 ▲8.6%2,5310.3%ETFIVViShares Core S&P 500 ETF$284,706$653 ▲0.2%4360.3%ETFUNPUnion Pacific$280,4690.0%1,1560.3%TransportationAXPAmerican Express$276,1640.0%9130.2%FinanceHDHome Depot$262,7830.0%7990.2%Retail/WholesaleKOCocaCola$254,3870.0%3,3450.2%Consumer StaplesMRKMerck & Co., Inc.$234,2050.0%1,9470.2%MedicalBSVOEA Bridgeway Omni Small-Cap Value ETF$228,3300.0%9,0000.2%ETFAMZNAmazon.com$220,766$3,332 ▼-1.5%1,0600.2%Retail/WholesaleADXAdams Diversified Equity Fund$203,0740.0%9,2770.2%FinanceCEGConstellation Energy$0$247,996 ▼-100.0%00.0%EnergyBRK.BBerkshire Hathaway$0$205,584 ▼-100.0%00.0%FinanceTYTri Continental$0$204,844 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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