Alliance Wealth Management Group: 13F holdings
CIK 16237072026Q2
| Positions | 103 |
|---|
| Reported value | $513.7m |
|---|
| Filed | 2026-08-04 |
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Change since last quarter
| Positions | 103 (+6 vs prior quarter) |
|---|
| Reported value | $513.7m (+12.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHX SCHWAB STRATEGIC TR | 2,222,715 | $65.4m | 12.7% |
| IVV ISHARES TR | 61,877 | $46.3m | 9.0% |
| HYG ISHARES TR | 313,153 | $25.0m | 4.9% |
| LQD ISHARES TR | 214,856 | $23.4m | 4.6% |
| SCHZ SCHWAB STRATEGIC TR | 956,732 | $22.1m | 4.3% |
| SCHF SCHWAB STRATEGIC TR | 790,195 | $21.9m | 4.3% |
| AGG ISHARES TR | 212,383 | $21.0m | 4.1% |
| SCHE SCHWAB STRATEGIC TR | 476,643 | $17.3m | 3.4% |
| IEFA ISHARES TR | 172,207 | $16.6m | 3.2% |
| FLRN SPDR SER TR | 512,832 | $15.8m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1623707")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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