Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies reported 67 stocks worth $132M in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are VTI (19.9%), VBR (6.4%) and Dimensional ETF Trust (4.8%). Compared with Q2 2026, the fund opened new positions in BND, XOM and BNDX, added to VTI, VBR and VSS, trimmed BSV, MSFT and DFUV and sold out of XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VTI Vanguard Total Stock Market ETF | $26.3M | 19.9% | 70K | +5,065 (+8%) | 4 of 4 | |
| 2 |  VBR Vanguard Index Fds | $8.5M | 6.4% | 37K | +4,426 (+14%) | 4 of 4 | |
| 3 | DIMENSIONAL ETF TRUST | $6.3M | 4.8% | 141K | No change | 4 of 4 | |
| 4 |  VSS Vanguard Intl Equity Index F | $5.5M | 4.1% | 35K | +2,104 (+6%) | 4 of 4 | |
| 5 |  VBK Vanguard Small Cap | $5.3M | 4.0% | 16K | +1,365 (+9%) | 4 of 4 | |
| 6 |  VTV Vanguard Index Fds | $4.9M | 3.7% | 23K | +1,025 (+5%) | 4 of 4 | |
| 7 |  VXUS Vanguard Star Fds | $4.7M | 3.6% | 55K | +7,693 (+16%) | 4 of 4 | |
| 8 |  AAPL Apple Inc | $4.5M | 3.4% | 13K | +80 (+1%) | 4 of 4 | |
| 9 |  DFIV Dimensional ETF Trust | $4.4M | 3.4% | 79K | +3,372 (+4%) | 4 of 4 | |
| 10 |  VB Vanguard Index Fds | $4.4M | 3.3% | 15K | +1,480 (+11%) | 4 of 4 |
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 |
|---|---|---|
 XOM Exxon Mobil Corp | $424K | 3,100 |
Reported value
last 4 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 27, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
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All hedge fund holdings →Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 13F FAQ
What does Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies own?
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies reported 67 stocks worth $132M in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are VTI (19.9%), VBR (6.4%) and Dimensional ETF Trust (4.8%). The table above lists every position in the filing (the top 10 without an account).
What did Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies buy and sell in Q3 2026?
Compared with Q2 2026: 3 new positions, 23 added to, 12 trimmed and 1 sold out. New positions include BND, XOM and BNDX. It sold all of XOM.
When will Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 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 Strategies, LLC d/b/a Brown Edwards Wealth Strategies's portfolio worth?
The Q3 2026 filing reports $132M 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.