Alliance Wealth Management Group - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, Alliance Wealth Management Group held in its portfolio 94 assets valued at $455,676,173 (i.e. $455.68M).
The most valuable assets in the portfolio included: SCHWAB STRATEGIC TR ($59.53M), ISHARES TR ($35.63M), and SCHWAB STRATEGIC TR ($23.81M).
The chart below shows the top 10 valuable assets, and the table below shows the top 94 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Alliance Wealth Management Group - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 2212231 | 59531129 | US LRG CAP ETF |
| ISHARES TR | 52014 | 35630853 | CORE S&P500 ETF |
| SCHWAB STRATEGIC TR | 1018851 | 23810554 | US AGGREGATE B |
| ISHARES TR | 289524 | 23344533 | IBOXX HI YD ETF |
| SCHWAB STRATEGIC TR | 810666 | 19488409 | INTL EQTY ETF |
| SPDR SER TR | 623744 | 19167656 | BLOMBERG BRC INV |
| ISHARES TR | 156602 | 17256002 | IBOXX INV CP ETF |
| ISHARES TR | 169236 | 16903405 | CORE US AGGBD ET |
| SCHWAB STRATEGIC TR | 482441 | 15799934 | EMRG MKTEQ ETF |
| ISHARES TR | 276233 | 14049283 | FLTG RATE NT ETF |
| ISHARES TR | 130899 | 12602940 | JPMORGAN USD EMG |
| ISHARES TR | 136964 | 12255751 | CORE MSCI EAFE |
| SCHWAB STRATEGIC TR | 380277 | 11434930 | US MID-CAP ETF |
| SPDR SERIES TRUST | 136452 | 10946179 | STATE STREET SPD |
| SCHWAB STRATEGIC TR | 408391 | 10712100 | US BRD MKT ETF |
| ISHARES TR | 151761 | 10204864 | CORE MSCI EMKT |
| ISHARES TR | 84566 | 9057864 | NATIONAL MUN ETF |
| SCHWAB STRATEGIC TR | 315966 | 8998709 | US SML CAP ETF |
| SPDR SERIES TRUST | 334591 | 8615718 | PORTFOLIO AGRGTE |
| APPLE INC | 28230 | 7674718 | COM |
| ISHARES TR | 107367 | 7088634 | CORE S&P MCP ETF |
| SCHWAB STRATEGIC TR | 214553 | 5885183 | US DIVIDEND EQ |
| ISHARES TR | 48538 | 5836001 | CORE S&P SCP ETF |
| ISHARES TR | 130015 | 5573743 | 0-5YR HI YL CP |
| COLGATE PALMOLIVE CO | 63888 | 5048442 | COM |
| INVESCO EXCHNG TRADED FD TR | 230465 | 4991879 | EMRNG MKT SVRG |
| SPDR SERIES TRUST | 135437 | 4579125 | PORTFOLIO INTRMD |
| ISHARES TR | 28805 | 4283738 | CORE S&P TTL STK |
| SPDR INDEX SHS FDS | 89551 | 4191882 | PORTFOLIO EMG MK |
| SPDR INDEX SHS FDS | 87291 | 3876593 | PORTFOLIO DEVLPD |
| SCHWAB STRATEGIC TR | 102171 | 3332818 | US LCAP GR ETF |
| MICROSOFT CORP | 6512 | 3149259 | COM |
| ISHARES TR | 6638 | 3141765 | RUS 1000 GRW ETF |
| SPDR SER TR | 56675 | 2590614 | NUVEEN BRC MUNIC |
| PIMCO ETF TR | 22932 | 2243909 | INV GRD CRP BD |
| SPDR SERIES TRUST | 34543 | 2000385 | PORTFOLIO MD ETF |
| ISHARES TR | 28326 | 1966714 | CORE DIV GRWTH |
| INVESCO QQQ TR | 3193 | 1961260 | UNIT SER 1 |
| ALPHABET INC | 5948 | 1866482 | CAP STK CL C |
| SPDR SER TR | 33740 | 1581056 | PORTFOLIO SM ETF |
| NVIDIA CORPORATION | 8233 | 1535380 | COM |
| JOHNSON & JOHNSON | 7180 | 1485988 | COM |
| SPDR SER TR | 32670 | 1412978 | PRTFLO S&P500 HI |
| SPDR SERIES TRUST | 16551 | 1365458 | PORTFOLIO TL STK |
| JPMORGAN CHASE & CO | 4173 | 1344624 | COM |
| INVESCO EXCHANGE TRADED FD T | 6989 | 1338875 | S&P500 EQL WGT |
| ALPHABET INC | 4170 | 1305210 | CAP STK CL A |
| META PLATFORMS INC | 1915 | 1264072 | CL A |
| SCHWAB STRATEGIC TR | 50051 | 1219754 | SHT TM US TRES |
| AMAZON COM INC | 4997 | 1153408 | COM |
| VANGUARD INDEX FDS | 2056 | 1003081 | GROWTH ETF |
| MERCK & CO INC | 9246 | 973234 | COM |
| VANGUARD INDEX FDS | 1485 | 931283 | S&P 500 ETF SHS |
| CISCO SYS INC | 9791 | 754201 | COM |
| AT&T INC | 29384 | 729892 | COM |
| SCHWAB STRATEGIC TR | 24237 | 717658 | US LCAP VA ETF |
| ISHARES TR | 8457 | 700395 | 1 3 YR TREAS BD |
| SPDR TR S&P 500 ETF TR | 1026 | 699650 | TR UNIT |
| VANGUARD SPECIALIZED FUNDS | 3001 | 659495 | DIV APP ETF |
| INTERNATIONAL BUSINESS MACHS | 2128 | 630435 | COM |
| COCA COLA CONSOLIDATED INC | 8589 | 600457 | COM |
| BANK AMER CORP | 10683 | 587565 | COM |
| VANGUARD INDEX FDS | 1738 | 582767 | TOTAL STK MKT |
| HOME DEPOT INC | 1664 | 572582 | COM |
| VANGUARD INDEX FDS | 2635 | 503259 | VALUE ETF |
| VISA INC | 1366 | 479070 | COM CL A |
| BROADCOM INC | 1250 | 432625 | COM |
| DIMENSIONAL ETF TRUST | 5721 | 424327 | US EQUITY ETF |
| NEXTERA ENERGY INC | 4986 | 400243 | COM |
| INVESCO EXCHNG TRADED FD TR | 20810 | 387072 | FNDMNTL HY CRP |
| LINDE PLC | 893 | 380766 | SHS |
| CHEVRON CORP NEW | 2498 | 380720 | COM |
| ISHARES TR | 1725 | 362837 | RUS 1000 VAL ETF |
| BERKSHIRE HATHAWAY INC DEL | 699 | 351352 | CL B NEW |
| TESLA INC | 768 | 345385 | COM |
| TRANE TECHNOLOGIES PLC | 869 | 338215 | SHS |
| VANGUARD INTL EQUITY INDEX F | 2365 | 333616 | TT WRLD ST ETF |
| NETFLIX INC | 3340 | 313158 | COM |
| COSTCO WHSL CORP NEW | 361 | 311010 | COM |
| ORACLE CORP | 1546 | 301331 | COM |
| BANK NEW YORK MELLON CORP | 2575 | 298932 | COM |
| ISHARES TR | 2156 | 295243 | RUS MD CP GR ETF |
| GE AEROSPACE | 850 | 261826 | COM NEW |
| PUBLIC SVC ENTERPRISE GRP IN | 3252 | 261136 | COM |
| DISNEY WALT CO | 2272 | 258457 | COM |
| LAS VEGAS SANDS CORP | 3850 | 250597 | COM |
| UNITEDHEALTH GROUP INC | 730 | 240980 | COM |
| VERIZON COMMUNICATIONS INC | 5763 | 234731 | COM |
| CITIGROUP INC | 1986 | 231746 | COM NEW |
| SPDR SER TR | 7521 | 220215 | PORTFOLIO SHORT |
| ELI LILLY & CO | 203 | 218160 | COM |
| VANGUARD INDEX FDS | 1011 | 211393 | EXTEND MKT ETF |
| PNC FINL SVCS GROUP INC | 978 | 204138 | COM |
| HERSHEY CO | 1100 | 200178 | COM |
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