Alliance Private Wealth, LLC

Est. AUM

$278.3M

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	ISHARES TR	CORE S&P US GWT	$24.3M	156556	8.73%	SOLE
2	ISHARES TR	CORE S&P US VLU	$22.6M	220943	8.12%	SOLE
3	PIMCO ETF TR	MULTISECTOR BD	$20.8M	794127	7.48%	SOLE
4	PIMCO ETF TR	MTG BKD SECS ACT	$14.3M	288729	5.15%	SOLE
5	ISHARES TR	CORE MSCI INTL	$12.8M	153687	4.61%	SOLE
6	ISHARES TR	CORE S&P MCP ETF	$12.3M	182219	4.42%	SOLE
7	CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$9.7M	355990	3.47%	SOLE
8	VANGUARD INDEX FDS	MID CAP ETF	$8.9M	30904	3.19%	SOLE
9	ISHARES TR	CORE S&P SCP ETF	$8.0M	64446	2.88%	SOLE
10	ISHARES TR	CORE UNIVRSL USD	$7.6M	163980	2.72%	SOLE
11	SELECT SECTOR SPDR TR	STATE STREET TEC	$6.8M	51414	2.45%	SOLE
12	ISHARES INC	CORE MSCI EMKT	$6.7M	95834	2.40%	SOLE
13	ISHARES TR	CORE MSCI EAFE	$6.5M	71695	2.33%	SOLE
14	HARRIS OAKMARK ETF TRUST	OAKMARK U S LRG	$6.1M	220045	2.18%	SOLE
15	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$5.8M	137529	2.10%	SOLE
16	NVIDIA CORPORATION	COM	$5.7M	32563	2.04%	SOLE
17	SELECT SECTOR SPDR TR	STATE STREET COM	$5.4M	48730	1.94%	SOLE
18	VANGUARD MUN BD FDS	SHORT TAX EXEMPT	$4.2M	54937	1.51%	SOLE
19	FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$3.8M	18478	1.38%	SOLE
20	CATERPILLAR INC	COM	$3.7M	5193	1.32%	SOLE
21	APPLE INC	COM	$3.6M	14009	1.28%	SOLE
22	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.5M	7266	1.25%	SOLE
23	AMAZON COM INC	COM	$2.9M	13718	1.03%	SOLE
24	BARRICK MNG CORP	COM SHS	$2.9M	69958	1.03%	SOLE
25	ALPHABET INC	CAP STK CL A	$2.7M	9514	0.98%	SOLE
26	NEWMONT CORP	COM	$2.5M	22869	0.89%	SOLE
27	ISHARES TR	CORE S&P500 ETF	$2.4M	3738	0.88%	SOLE
28	JPMORGAN CHASE & CO	COM	$2.4M	8243	0.87%	SOLE
29	JOHNSON & JOHNSON	COM	$2.1M	8722	0.77%	SOLE
30	FEDEX CORP	COM	$2.1M	5962	0.76%	SOLE
31	SPDR SERIES TRUST	STATE STREET SPD	$2.1M	21285	0.75%	SOLE
32	FIDELITY COVINGTON TRUST	MSCI COMMNTN SVC	$2.1M	30284	0.74%	SOLE
33	TOYOTA MOTOR CORP	ADS	$2.1M	9965	0.74%	SOLE
34	CHEVRON CORPORATION	COM	$2.0M	9756	0.73%	SOLE
35	SCHWAB STRATEGIC TR	US MID-CAP ETF	$1.9M	61813	0.69%	SOLE
36	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$1.7M	5152	0.63%	SOLE
37	DISNEY WALT CO	COM	$1.7M	18072	0.63%	SOLE
38	DEERE & CO	COM	$1.7M	3080	0.62%	SOLE
39	3M CO	COM	$1.7M	11452	0.60%	SOLE
40	ISHARES TR	3 7 YR TREAS BD	$1.6M	13254	0.56%	SOLE
41	BANK AMERICA CORP	COM	$1.5M	31491	0.55%	SOLE
42	PEPSICO INC	COM	$1.4M	9324	0.52%	SOLE
43	MICROSOFT CORP	COM	$1.4M	3901	0.52%	SOLE
44	ORACLE CORP	COM	$1.4M	9655	0.51%	SOLE
45	ADVANCED MICRO DEVICES INC	COM	$1.4M	6974	0.51%	SOLE
46	GOLDMAN SACHS GROUP INC	COM	$1.4M	1675	0.51%	SOLE
47	T-MOBILE US INC	COM	$1.4M	6525	0.49%	SOLE
48	VERIZON COMMUNICATIONS INC	COM	$1.3M	26847	0.48%	SOLE
49	SPDR SERIES TRUST	STATE STREET SPD	$1.3M	23583	0.48%	SOLE
50	ISHARES TR	S&P MC 400VL ETF	$1.2M	9395	0.45%	SOLE

1–50 of 80

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