Alliance Wealth Advisors, LLC holds a focused book of 235 reported positions worth $530.3M as of Q2 2026 (disclosed Jul 23, 2026, a ~23-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; they opened Janus Henderson Aaa Clo ETF and trimmed SS SPDR BB 1-3M T-Bill ETF. Their largest long position is Vanguard Russell 1000 Growth at 13% of the reported non-option book.
Alliance Wealth Advisors, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
31% mapped to company sectors
+5 sectors below the cut, 4% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Alliance Wealth Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 8 / 80 | $4.5B |
| BlueSpruce Investments, LP | 9 / 80 | $641.1M |
| Prospect Hill Management, LLC | 9 / 80 | $243.2M |
| Swiss Re Ltd | 30 / 80 | $1.0B |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $420.3M |
| Ketron Financial | 17 / 80 | $285.3M |
| Draper Asset Management, LLC | 9 / 80 | $171.5M |
| Ebert Capital Management Inc. | 17 / 80 | $90.1M |
Ranked by the share of each fund's own book sitting in the names it shares with Alliance Wealth Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale FDS VNG RUS1000GRW | $70.9M | 554.9K | 13.4% | ▲+22% Added · +100K sh | |
| 2 | Vanguard Whitehall FDS HIGH DIV YLD | $51.0M | 322.6K | 9.6% | ▲+30% Added · +74K sh | |
| 3 | Ishares TR MSCI INTL VLU FT | $29.8M | 712.3K | 5.6% | ▲+20% Added · +120K sh | |
| 4 | SPDR Series Trust ST SHO TREAS ETF | $28.5M | 983.3K | 5.4% | ▲+29% Added · +220K sh | |
| 5 | Ishares TR CORE MSCI TOTAL | $25.5M | 266.8K | 4.8% | ▲+19% Added · +43K sh | |
| 6 | Vanguard Admiral FDS Inc SMLCP 600 GRTH | $17.0M | 110.7K | 3.2% | ▲+13% Added · +13K sh | |
| 7 | SPDR Series Trust ST STR BLO 1 ETF | $15.9M | 173.4K | 3.0% | ▼−40% Reduced · −114K sh | |
| 8 | Janus Detroit STR TR HENDRSON AAA CL | $15.4M | 305.1K | 2.9% | ▲New New position | |
| 9 | Vanguard Scottsdale FDS INT-TERM CORP | $15.2M | 183.5K | 2.9% | ▼−43% Reduced · −137K sh | |
| 10 | World Gold TR SPDR GLD MINIS | $13.2M | 166.6K | 2.5% | ▲New New position | |
| 11 | Invesco Exch Traded FD TR II S&P500 LOW VOL | $11.5M | 153.5K | 2.2% | ▲+33% Added · +38K sh | |
| 12 | Select Sector SPDR TR ST STR TECHN ETF | $11.4M | 59.8K | 2.1% | ▲+11% Added · +6K sh | |
| 13 | Ishares TR MSCI USA MMENTM | $10.4M | 30.4K | 2.0% | ▲New New position | |
| 14 | Nvidia Corporation COM | $7.8M | 39.2K | 1.5% | ▼−14% Reduced · −6K sh | |
| 15 | Apple Inc COM | $7.8M | 27.0K | 1.5% | ▲+69% Added · +11K sh | |
| 16 | Kraneshares Trust MOUNT LUCAS ETF | $7.1M | 257.2K | 1.3% | ▲New New position | |
| 17 | Vanguard Index FDS REAL ESTATE ETF | $6.8M | 70.1K | 1.3% | ▲+20% Added · +12K sh | |
| 18 | Ishares S&P Gsci Commodity- UNIT BEN INT | $6.2M | 215.5K | 1.2% | ▲+27% Added · +46K sh | |
| 19 | Microsoft Corp COM | $4.3M | 11.6K | 0.8% | ▼−9.8% Reduced · −1K sh | |
| 20 | Amazon Com Inc COM | $4.2M | 17.8K | 0.8% | ▼−16% Reduced · −3K sh | |
| 21 | Vanguard Index FDS TOTAL STK MKT | $4.2M | 11.2K | 0.8% | —Held | |
| 22 | Vaneck ETF Trust RARE EAR STR ETF | $3.6M | 41.2K | 0.7% | ▲+22% Added · +7K sh | |
| 23 | Ishares Bitcoin Trust ETF SHS BEN INT | $3.6M | 108.6K | 0.7% | ▲+78% Added · +47K sh | |
| 24 | Global X FDS DEFENSE TECH ETF | $3.5M | 57.8K | 0.7% | ▼−19% Reduced · −14K sh | |
| 25 | SPDR Series Trust ST STR P500ETF | $3.4M | 38.7K | 0.6% | ▲New New position | |
| 26 | Alphabet Inc CAP STK CL C | $3.3M | 9.3K | 0.6% | ▼−17% Reduced · −2K sh | |
| 27 | Alphabet Inc CAP STK CL A | $3.2M | 8.9K | 0.6% | ▼−24% Reduced · −3K sh | |
| 28 | Ishares TR 7-10 YR TRSY BD | $3.0M | 31.8K | 0.6% | ▼−12% Reduced · −4K sh | |
| 29 | Ishares TR CORE S&P500 ETF | $2.8M | 3.8K | 0.5% | ▼−13% Reduced · −584 sh | |
| 30 | Ishares Ethereum TR SHS | $2.8M | 233.7K | 0.5% | ▲+113% Added · +124K sh | |
| 31 | Harbor ETF Trust COMM ALL WEA ETF | $2.6M | 89.6K | 0.5% | ▲+12% Added · +10K sh | |
| 32 | Franklin Templeton ETF TR FTSE JAPAN ETF | $2.6M | 65.2K | 0.5% | ▲New New position | |
| 33 | Visa Inc COM CL A | $2.3M | 6.7K | 0.4% | ▼−25% Reduced · −2K sh | |
| 34 | Sofi Technologies Inc COM | $2.2M | 122.4K | 0.4% | ▲+0.1% Added · +113 sh | |
| 35 | Tesla Inc COM | $2.2M | 5.2K | 0.4% | ▼−26% Reduced · −2K sh | |
| 36 | Abbvie Inc COM | $2.1M | 8.3K | 0.4% | ▼−24% Reduced · −3K sh | |
| 37 | Broadcom Inc COM | $2.0M | 5.3K | 0.4% | ▼−10% Reduced · −613 sh | |
| 38 | Eli Lilly & Co COM | $1.9M | 1.6K | 0.4% | ▼−19% Reduced · −358 sh | |
| 39 | Texas Instrs Inc COM | $1.9M | 6.2K | 0.4% | ▼−29% Reduced · −3K sh | |
| 40 | SPDR Series Trust ST STR P500GRW | $1.8M | 15.4K | 0.3% | ▼−33% Reduced · −8K sh | |
| 41 | Vanguard Intl Equity Index F TT WRLD ST ETF | $1.8M | 11.4K | 0.3% | ▼−12% Reduced · −2K sh | |
| 42 | Meta Platforms Inc CL A | $1.7M | 3.1K | 0.3% | ▼−33% Reduced · −2K sh | |
| 43 | Vanguard Star FDS VG TL INTL STK F | $1.7M | 20.0K | 0.3% | ▼−14% Reduced · −3K sh | |
| 44 | Ishares TR GL TIMB FORE ETF | $1.7M | 25.3K | 0.3% | ▲New New position | |
| 45 | SPDR Index SHS FDS ST STR NAT ETF | $1.7M | 24.8K | 0.3% | ▲New New position | |
| 46 | Exxon Mobil Corp COM | $1.5M | 10.9K | 0.3% | ▼−25% Reduced · −4K sh | |
| 47 | SPDR Index SHS FDS ST STR PO EX ETF | $1.4M | 27.8K | 0.3% | ▼−31% Reduced · −13K sh | |
| 48 | Verizon Communications Inc COM | $1.4M | 33.1K | 0.3% | ▼−20% Reduced · −8K sh | |
| 49 | Home Depot Inc COM | $1.4M | 3.8K | 0.3% | ▼−30% Reduced · −2K sh | |
| 50 | Oracle Corp COM | $1.3M | 9.2K | 0.3% | ▼−31% Reduced · −4K sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Alliance Wealth Advisors, LLC /UT's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 23d | 235 | $530.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 12, 2026 | 42d | 228 | $462.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 2, 2026 | 33d | 250 | $461.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 10, 2025 | 41d | 282 | $426.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 45d | 270 | $416.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 43d | 255 | $383.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 24, 2025 | 24d | 257 | $387.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 8, 2024 | 39d | 234 | $380.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.