Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies holds a focused book of 65 stocks worth $127.3M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened Tri-Continental Corp and trimmed Apple Inc. Their largest long position is Vanguard Total Stock MKT ETF at 19% of the equity book. Cloning the disclosed picks since 2026 would be +8% (+17.6%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2106763/holdings"
Use Arkolith to show Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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.
21% mapped to company sectors
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, no cost basis
Other tracked managers holding the same core names as Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 66 / 65 | $451.7B |
| JPMORGAN CHASE & CO | 66 / 65 | $377.9B |
| UBS Group AG | 66 / 65 | $120.8B |
| PNC FINANCIAL SERVICES GROUP, INC. | 66 / 65 | $93.5B |
| RAYMOND JAMES FINANCIAL INC | 66 / 65 | $89.8B |
| LPL Financial LLC | 66 / 65 | $75.1B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 66 / 65 | $53.4B |
| Mariner, LLC | 66 / 65 | $29.9B |
Ranked by how many of Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies's top 65 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS TOTAL STK MKT | $24.1M | 65.2K | 18.9% | ▲+3.2% Added · +2K sh | |
| 2 | Vanguard Index FDS SM CP VAL ETF | $7.9M | 32.3K | 6.2% | ▲+5.2% Added · +2K sh | |
| 3 | Dimensional ETF Trust US COR EQU 2 ETF | $6.3M | 141.2K | 4.9% | —Held | |
| 4 | Vanguard Index FDS SML CP GRW ETF | $5.3M | 14.5K | 4.2% | ▲+3.0% Added · +420 sh | |
| 5 | Vanguard Intl Equity Index F FTSE SMCAP ETF | $5.1M | 33.0K | 4.0% | ▲+1.0% Added · +331 sh | |
| 6 | Caterpillar Inc COM | $4.9M | 4.6K | 3.8% | —Held | |
| 7 | Vanguard Index FDS VALUE ETF | $4.7M | 21.6K | 3.7% | ▲+2.4% Added · +497 sh | |
| 8 | Vanguard Index FDS SMALL CP ETF | $4.2M | 13.9K | 3.3% | ▲+0.9% Added · +122 sh | |
| 9 | Dimensional ETF Trust INTERNATNAL VAL | $4.1M | 76.0K | 3.2% | ▲+2.5% Added · +2K sh | |
| 10 | Vanguard Star FDS VG TL INTL STK F | $4.1M | 47.8K | 3.2% | ▲+3.8% Added · +2K sh | |
| 11 | Apple Inc COM | $3.9M | 13.4K | 3.0% | ▼−5.5% Reduced · −775 sh | |
| 12 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $3.6M | 59.6K | 2.8% | ▲+1.1% Added · +681 sh | |
| 13 | Vanguard BD Index FDS INTERMED TERM | $3.4M | 44.9K | 2.7% | ▲+6.8% Added · +3K sh | |
| 14 | Vanguard Index FDS LARGE CAP ETF | $3.3M | 9.7K | 2.6% | ▼−0.1% Reduced · −14 sh | |
| 15 | Vanguard Index FDS GROWTH ETF | $2.7M | 31.8K | 2.2% | ▲+507% Added · +27K sh | |
| 16 | Vanguard BD Index FDS SHORT TRM BOND | $2.3M | 29.1K | 1.8% | ▲+7.6% Added · +2K sh | |
| 17 | Paccar Inc COM | $2.1M | 17.4K | 1.6% | —Held | |
| 18 | Walmart Inc COM | $2.1M | 18.1K | 1.6% | —Held | |
| 19 | Dimensional ETF Trust INTL SMALL CAP V | $2.0M | 50.4K | 1.6% | ▲+5.8% Added · +3K sh | |
| 20 | Vanguard Whitehall FDS HIGH DIV YLD | $1.9M | 12.3K | 1.5% | ▼−12% Reduced · −2K sh | |
| 21 | Vanguard Specialized Funds DIV APP ETF | $1.9M | 8.2K | 1.5% | ▼−5.3% Reduced · −462 sh | |
| 22 | Dimensional ETF Trust US SMALL CAP ETF | $1.9M | 22.7K | 1.5% | ▲+0.1% Added · +14 sh | |
| 23 | JPMorgan Chase & Co COM | $1.4M | 4.2K | 1.1% | —Held | |
| 24 | Norfolk Southn Corp COM | $1.2M | 4.0K | 1.0% | —Held | |
| 25 | Dimensional ETF Trust US MKTWIDE VALUE | $1.2M | 22.2K | 1.0% | ▲~0% Added · +10 sh | |
| 26 | Vanguard World FD MEGA GRWTH IND | $1.1M | 12.7K | 0.9% | ▲+400% Added · +10K sh | |
| 27 | Vanguard Index FDS MID CAP ETF | $1.1M | 13.0K | 0.8% | ▲+300% Added · +10K sh | |
| 28 | Microsoft Corp COM | $1.0M | 2.8K | 0.8% | —Held | |
| 29 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $1.0M | 14.4K | 0.8% | ▼−1.3% Reduced · −185 sh | |
| 30 | Alphabet Inc CAP STK CL A | $1.0M | 2.8K | 0.8% | —Held | |
| 31 | Texas Instrs Inc COM | $954K | 3.2K | 0.7% | —Held | |
| 32 | Vanguard Malvern FDS STRM INFPROIDX | $859K | 17.1K | 0.7% | ▲+0.6% Added · +104 sh | |
| 33 | Interdigital Inc COM | $807K | 2.9K | 0.6% | —Held | |
| 34 | Alphabet Inc CAP STK CL C | $781K | 2.2K | 0.6% | —Held | |
| 35 | Dimensional ETF Trust WORLD EX US CORE | $780K | 21.2K | 0.6% | ▼−0.1% Reduced · −30 sh | |
| 36 | Cisco Sys Inc COM | $709K | 6.0K | 0.6% | —Held | |
| 37 | Unitedhealth Group Inc COM | $653K | 1.6K | 0.5% | —Held | |
| 38 | Vanguard Scottsdale FDS SHORT TERM TREAS | $592K | 10.2K | 0.5% | —Held | |
| 39 | Cummins Inc COM | $588K | 824 | 0.5% | —Held | |
| 40 | Vanguard Index FDS S&P 500 ETF SHS | $584K | 850 | 0.5% | —Held | |
| 41 | State STR SPDR S&P 500 ETF T TR UNIT | $579K | 775 | 0.5% | —Held | |
| 42 | Invesco QQQ TR UNIT SER 1 | $513K | 696 | 0.4% | —Held | |
| 43 | Vanguard Intl Equity Index F ALLWRLD EX US | $509K | 6.1K | 0.4% | ▲+0.1% Added · +5 sh | |
| 44 | Johnson & Johnson COM | $481K | 1.9K | 0.4% | —Held | |
| 45 | Eli Lilly & Co COM | $464K | 387 | 0.4% | —Held | |
| 46 | Royal BK Cda COM | $464K | 2.2K | 0.4% | —Held | |
| 47 | Huntington Ingalls Inds Inc COM | $439K | 1.6K | 0.3% | —Held | |
| 48 | Exxon Mobil Corp COM | $424K | 3.1K | 0.3% | —Held | |
| 49 | Ishares TR SELECT US REIT | $420K | 6.2K | 0.3% | ▲+2.7% Added · +161 sh | |
| 50 | Burke Herbert Finl Svcs Corp COM | $409K | 5.7K | 0.3% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.