Alliance Wealth Management Group

Est. AUM

$457.1M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	US LRG CAP ETF	$55.8M	2176358	12.21%	SOLE
2	ISHARES TR	CORE S&P500 ETF	$35.8M	54712	7.82%	SOLE
3	ISHARES TR	IBOXX HI YD ETF	$23.7M	298247	5.19%	SOLE
4	SCHWAB STRATEGIC TR	US AGGREGATE B	$23.6M	1014783	5.15%	SOLE
5	ISHARES TR	IBOXX INV CP ETF	$20.3M	186246	4.44%	SOLE
6	SCHWAB STRATEGIC TR	INTL EQTY ETF	$19.5M	788468	4.27%	SOLE
7	ISHARES TR	CORE US AGGBD ET	$17.9M	180053	3.91%	SOLE
8	SPDR SER TR	BLOMBERG BRC INV	$17.2M	558422	3.76%	SOLE
9	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$16.2M	490541	3.54%	SOLE
10	ISHARES TR	FLTG RATE NT ETF	$13.6M	266777	2.97%	SOLE
11	ISHARES TR	CORE MSCI EAFE	$13.0M	143618	2.85%	SOLE
12	ISHARES TR	JPMORGAN USD EMG	$12.7M	135230	2.78%	SOLE
13	SCHWAB STRATEGIC TR	US MID-CAP ETF	$11.6M	376193	2.55%	SOLE
14	ISHARES TR	CORE MSCI EMKT	$11.2M	160843	2.46%	SOLE
15	SPDR SERIES TRUST	STATE STREET SPD	$10.4M	135851	2.27%	SOLE
16	SCHWAB STRATEGIC TR	US BRD MKT ETF	$10.2M	404680	2.22%	SOLE
17	ISHARES TR	NATIONAL MUN ETF	$9.3M	87894	2.04%	SOLE
18	SCHWAB STRATEGIC TR	US SML CAP ETF	$9.0M	310751	1.98%	SOLE
19	SPDR SERIES TRUST	PORTFOLIO AGRGTE	$8.9M	346051	1.94%	SOLE
20	ISHARES TR	CORE S&P MCP ETF	$7.6M	113099	1.67%	SOLE
21	APPLE INC	COM	$7.2M	28314	1.57%	SOLE
22	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$6.5M	210438	1.41%	SOLE
23	ISHARES TR	CORE S&P SCP ETF	$6.3M	50715	1.38%	SOLE
24	ISHARES TR	0-5YR HI YL CP	$6.0M	142298	1.32%	SOLE
25	SPDR SERIES TRUST	PORTFOLIO INTRMD	$5.5M	162546	1.19%	SOLE
26	COLGATE PALMOLIVE CO	COM	$5.4M	63889	1.19%	SOLE
27	INVESCO EXCHNG TRADED FD TR	EMRNG MKT SVRG	$4.6M	221723	1.01%	SOLE
28	SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$4.3M	91269	0.94%	SOLE
29	ISHARES TR	CORE S&P TTL STK	$4.2M	29620	0.92%	SOLE
30	SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$3.9M	85744	0.86%	SOLE
31	SCHWAB STRATEGIC TR	US LCAP GR ETF	$3.0M	102118	0.65%	SOLE
32	ISHARES TR	RUS 1000 GRW ETF	$2.8M	6638	0.62%	SOLE
33	SPDR SER TR	NUVEEN BRC MUNIC	$2.5M	54281	0.54%	SOLE
34	MICROSOFT CORP	COM	$2.3M	6300	0.51%	SOLE
35	PIMCO ETF TR	INV GRD CRP BD	$2.2M	22351	0.47%	SOLE
36	ISHARES TR	CORE DIV GRWTH	$2.1M	30257	0.46%	SOLE
37	SPDR SERIES TRUST	PORTFOLIO MD ETF	$2.1M	34814	0.45%	SOLE
38	INVESCO QQQ TR	UNIT SER 1	$1.9M	3349	0.42%	SOLE
39	JOHNSON & JOHNSON	COM	$1.8M	7206	0.39%	SOLE
40	ALPHABET INC	CAP STK CL C	$1.7M	5779	0.36%	SOLE
41	SPDR SER TR	PORTFOLIO SM ETF	$1.6M	33849	0.36%	SOLE
42	SPDR SER TR	PRTFLO S&P500 HI	$1.6M	34056	0.34%	SOLE
43	NVIDIA CORPORATION	COM	$1.4M	8313	0.32%	SOLE
44	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.3M	6989	0.29%	SOLE
45	SPDR SERIES TRUST	PORTFOLIO TL STK	$1.3M	16490	0.29%	SOLE
46	JPMORGAN CHASE & CO	COM	$1.2M	4173	0.27%	SOLE
47	SCHWAB STRATEGIC TR	SHT TM US TRES	$1.2M	50368	0.27%	SOLE
48	ALPHABET INC	CAP STK CL A	$1.2M	4170	0.26%	SOLE
49	META PLATFORMS INC	CL A	$1.1M	1955	0.24%	SOLE
50	MERCK & CO INC	COM	$1.1M	9225	0.24%	SOLE

1–50 of 97

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.