Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth S

Est. AUM

$111.3M

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	VANGUARD INDEX FDS	TOTAL STK MKT	$20.2M	63113	18.19%	SOLE
2	VANGUARD INDEX FDS	SM CP VAL ETF	$6.7M	30721	6.00%	SOLE
3	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$5.5M	141178	4.93%	SOLE
4	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$4.8M	32715	4.29%	SOLE
5	VANGUARD INDEX FDS	SML CP GRW ETF	$4.2M	14041	3.81%	SOLE
6	VANGUARD INDEX FDS	VALUE ETF	$4.1M	21067	3.71%	SOLE
7	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$3.9M	74105	3.51%	SOLE
8	VANGUARD INDEX FDS	SMALL CP ETF	$3.6M	13813	3.25%	SOLE
9	APPLE INC	COM	$3.6M	14182	3.23%	SOLE
10	VANGUARD STAR FDS	VG TL INTL STK F	$3.5M	46017	3.19%	SOLE
11	VANGUARD BD INDEX FDS	INTERMED TERM	$3.2M	42052	2.92%	SOLE
12	CATERPILLAR INC	COM	$3.2M	4573	2.91%	SOLE
13	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$3.2M	58886	2.86%	SOLE
14	VANGUARD INDEX FDS	LARGE CAP ETF	$2.9M	9728	2.61%	SOLE
15	VANGUARD INDEX FDS	GROWTH ETF	$2.3M	5239	2.06%	SOLE
16	WALMART INC	COM	$2.3M	18113	2.02%	SOLE
17	VANGUARD BD INDEX FDS	SHORT TRM BOND	$2.1M	27018	1.90%	SOLE
18	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.1M	13994	1.86%	SOLE
19	PACCAR INC	COM	$2.0M	17364	1.80%	SOLE
20	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$1.9M	47669	1.69%	SOLE
21	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.9M	8629	1.67%	SOLE
22	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$1.6M	22696	1.45%	SOLE
23	JPMORGAN CHASE & CO	COM	$1.2M	4198	1.11%	SOLE
24	NORFOLK SOUTHN CORP	COM	$1.1M	3968	1.02%	SOLE
25	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$1.1M	22151	0.96%	SOLE
26	MICROSOFT CORP	COM	$1.0M	2764	0.92%	SOLE
27	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$937K	14620	0.84%	SOLE
28	VANGUARD INDEX FDS	MID CAP ETF	$935K	3257	0.84%	SOLE
29	VANGUARD WORLD FD	MEGA GRWTH IND	$934K	2541	0.84%	SOLE
30	INTERDIGITAL INC	COM	$861K	2851	0.77%	SOLE
31	VANGUARD MALVERN FDS	STRM INFPROIDX	$849K	17004	0.76%	SOLE
32	ALPHABET INC	CAP STK CL A	$817K	2840	0.73%	SOLE
33	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$720K	21194	0.65%	SOLE
34	ALPHABET INC	CAP STK CL C	$634K	2209	0.57%	SOLE
35	TEXAS INSTRS INC	COM	$621K	3200	0.56%	SOLE
36	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$595K	10170	0.53%	SOLE
37	HUNTINGTON INGALLS INDS INC	COM	$595K	1567	0.53%	SOLE
38	EXXON MOBIL CORP	COM	$526K	3100	0.47%	SOLE
39	VANGUARD INDEX FDS	S&P 500 ETF SHS	$508K	850	0.46%	SOLE
40	STATE STR SPDR S&P 500 ETF T	TR UNIT	$504K	775	0.45%	SOLE
41	CISCO SYS INC	COM	$468K	6038	0.42%	SOLE
42	JOHNSON & JOHNSON	COM	$463K	1893	0.42%	SOLE
43	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$456K	6069	0.41%	SOLE
44	CUMMINS INC	COM	$443K	824	0.40%	SOLE
45	FEDEX CORP	COM	$432K	1214	0.39%	SOLE
46	UNITEDHEALTH GROUP INC	COM	$425K	1571	0.38%	SOLE
47	INVESCO QQQ TR	UNIT SER 1	$402K	696	0.36%	SOLE
48	ISHARES TR	EAFE SML CP ETF	$378K	4820	0.34%	SOLE
49	ISHARES TR	SELECT US REIT	$374K	6044	0.34%	SOLE
50	DUKE ENERGY CORP NEW	COM NEW	$373K	2845	0.34%	SOLE

1–50 of 63

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