Alliance Private Wealth, LLC: 13F holdings
CIK 21098492026Q2
| Positions | 82 |
|---|
| Reported value | $287.8m |
|---|
| Filed | 2026-07-09 |
|---|
Change since last quarter
| Positions | 82 (+2 vs prior quarter) |
|---|
| Reported value | $287.8m (+3.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IUSG ISHARES TR | 147,476 | $27.7m | 9.6% |
| QQQE ISHARES TR | 207,767 | $22.9m | 8.0% |
| PYLD PIMCO ETF TR | 745,869 | $19.8m | 6.9% |
| VGK ISHARES TR | 151,550 | $13.5m | 4.7% |
| PMBS PIMCO ETF TR | 270,165 | $13.3m | 4.6% |
| IJH ISHARES TR | 170,319 | $13.1m | 4.6% |
| VO VANGUARD INDEX FDS | 116,476 | $9.4m | 3.3% |
| IJR ISHARES TR | 60,995 | $9.0m | 3.1% |
| XLK SELECT SECTOR SPDR TR | 46,082 | $8.8m | 3.1% |
| CGMU CAPITAL GRP FIXED INCM ETF T | 315,801 | $8.7m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2109849")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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