account_balance
Investment manager · 13F filer · SEC CIK 2109849
Alliance Private Wealth, LLC
Reported value$269Mas of Sep 30, 2026
Positions85 4 new, 1 sold out
Top 10 weight51.3%IUSG alone is 10%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IUSGiShares Tr
10.3%Trimmed −3%
IUSViShares Tr
8.2%Trimmed −4%
PYLDPimco ETF Tr
6.9%Trimmed −2%
IDEViShares Tr
4.9%
PMBSPimco ETF Tr
4.5%Trimmed −3%
IJHiShares Tr
4.4%Trimmed −3%
VOVanguard Index FDS
3.2%Trimmed −5%
XLKSelect Sector SPDR Tr
3.1%Trimmed −7%
IJRiShares Tr
2.9%Trimmed −5%
CGMUCapital GRP Fixed Incm ETF T
2.8%−9%
IEMGiShares Inc
2.6%Trimmed −4%
IUSBiShares Tr
2.4%
IUSGiShares Tr
10.3%Trimmed −3%
IUSViShares Tr
8.2%Trimmed −4%
PYLDPimco ETF Tr
6.9%
IDEViShares Tr
4.9%
PMBSPimco ETF Tr
4.5%−3%
IJHiShares Tr
4.4%−3%
VOVanguard Index FDS
3.2%
XLKSelect Sector SPDR Tr
3.1%
IJR2.9%
CGMU
IEMG2.6%
IUSB2.4%
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
IUSG iShares Tr 10.3% Trimmed −3%
IUSV iShares Tr 8.2% Trimmed −4%
PYLD Pimco ETF Tr 6.9% Trimmed −2%
IDEV iShares Tr 4.9% Held
PMBS Pimco ETF Tr 4.5% Trimmed −3%
IJH iShares Tr 4.4% Trimmed −3%
VO Vanguard Index FDS 3.2% Trimmed −5%
XLK Select Sector SPDR Tr 3.1% Trimmed −7%
IJR iShares Tr 2.9% Trimmed −5%
CGMU Capital GRP Fixed Incm ETF T 2.8% Trimmed −9%
IEMG iShares Inc 2.6% Trimmed −4%
IUSB iShares Tr 2.4% Held
What changed
Biggest moves since Jun 30, 2026
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