Alliance Wealth Management Group
Alliance Wealth Management Group reported 98 stocks worth $498M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are SCHX (13.1%), IVV (8.7%) and HYG (5.1%). Compared with Q2 2026, the fund opened new positions in VO, added to HYG, LQD and SCHZ, trimmed SCHX, IVV and SCHF and sold out of VT, XOM and FLEX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SCHX Schwab US Large Cap ETF | $65.4M | 13.1% | 2.2M | −42K (−2%) | 8 of 8 | |
| 2 |  IVV Ishares TR | $43.1M | 8.7% | 56K | −5,601 (−9%) | 8 of 8 | |
| 3 |  HYG Ishares TR | $25.3M | 5.1% | 327K | +14K (+4%) | 8 of 8 | |
| 4 |  LQD Ishares Iboxx Invt Grade | $23M | 4.6% | 225K | +10K (+5%) | 8 of 8 | |
| 5 |  SCHZ Schwab US Aggregate Bond | $22.7M | 4.5% | 1M | +68K (+7%) | 8 of 8 | |
| 6 |  AGG Ishares TR | $21.1M | 4.2% | 223K | +11K (+5%) | 8 of 8 | |
| 7 |  SCHF Schwab International | $20.4M | 4.1% | 741K | −49K (−6%) | 8 of 8 | |
| 8 |  SCHE Schwab Emerging Markets | $17.2M | 3.5% | 471K | −5,517 (−1%) | 8 of 8 | |
| 9 |  FLRN Spdr Series Trust | $16.7M | 3.4% | 542K | +29K (+6%) | 8 of 8 | |
| 10 |  IEFA Ishares TR | $15.1M | 3.0% | 156K | −16K (−9%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 VT Vanguard Total World | $371K | 2,365 |
 XOM Exxon Mobil Corp | $357K | 2,608 |
 FLEX Flex Ltd | $212K | 1,310 |
 LRCX Lam Research Corp | $208K | 480 |
 ROK Rockwell Automation Inc | $204K | 413 |
🔒 Free account: see all 6.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 29, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Alliance Wealth Management Group 13F FAQ
What does Alliance Wealth Management Group own?
Alliance Wealth Management Group reported 98 stocks worth $498M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are SCHX (13.1%), IVV (8.7%) and HYG (5.1%). The table above lists every position in the filing (the top 10 without an account).
What did Alliance Wealth Management Group buy and sell in Q3 2026?
Compared with Q2 2026: 1 new positions, 32 added to, 41 trimmed and 6 sold out. New positions include VO. It sold all of VT, XOM and FLEX.
When will Alliance Wealth Management Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Alliance Wealth Management Group's portfolio worth?
The Q3 2026 filing reports $498M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.