account_balance

Investment manager · 13F filer · SEC CIK 1623707

Alliance Wealth Management Group

Reported value$498Mas of Sep 30, 2026
Positions98 1 new, 6 sold out
Top 10 weight54.2%SCHX alone is 13%
FiledOct 2929 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SCHX Schwab Strategic Tr 13.1% Held
IVV iShares Tr 8.7% Trimmed −9%
HYG iShares Tr 5.1% Added +4%
LQD iShares Tr 4.6% Added +5%
SCHZ Schwab Strategic Tr 4.5% Added +7%
AGG iShares Tr 4.2% Added +5%
SCHF Schwab Strategic Tr 4.1% Trimmed −6%
SCHE Schwab Strategic Tr 3.4% Held
FLRN SPDR Ser Tr 3.4% Added +6%
IEFA iShares Tr 3.0% Trimmed −9%
FLOT iShares Tr 2.9% Added +4%
EMB iShares Tr 2.8% Added +2%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 29, 2026, compared with the Aug 4, 2026 filing
add_circleNew
  • VO $206K
arrow_upwardAdded
arrow_downwardTrimmed
  • IEMG −13%
  • IJR −12%
  • ITOT −11%
  • SPSM −10%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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