Q3 2026 13F · SEC CIK 1893261
Alliance Wealth Advisors, LLC /UT
Wealth managerFiled 2026-10-28 for Q3 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $547.6M
- Reported positions
- 222
- Top holdings a year, 3 yrs
- +8.9%
- Average holding period
- 1.0 yrs
Alliance Wealth Advisors, LLC /UT is a wealth manager that reported 222 positions worth $547.6M in its Q3 2026 13F, filed 2026-10-28. Its largest holdings were Vanguard Scottsdale Fds (VONG, 14.4%), Vanguard Whitehall Fds (VYM, 10.1%), Ishares Tr (IVLU, 6.1%). A portfolio copying its top holdings returned 8.9% a year over the last 3 years, against 20.4% for the S&P 500.
Alliance Wealth Advisors, LLC /UT holdings largest 50 of 222 positions.
Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
What Alliance Wealth Advisors, LLC /UT bought and sold in Q3 2026, against Q2 2026.
New positions
Q2 2026's filing was too long to tell new positions apart.
Added to
- FLJP Franklin Templeton ETF Tr+73.8% shares
- GLDM World Gold Tr+18.6% shares
- REMX Vaneck ETF Trust+14.9% shares
- MTUM Ishares Tr+14.8% shares
- SPTS Spdr Series Trust+13.8% shares
- VCIT Vanguard Scottsdale Fds+13.0% shares
- VIOG Vanguard Admiral Fds Inc+11.9% shares
- VNQ Vanguard Index Fds+11.6% shares
Reduced
- AAPL Apple Inc-38.7% shares
- ABBV Abbvie Inc-23.3% shares
- AMZN Amazon Com Inc-22.5% shares
- BIL Spdr Series Trust-17.4% shares
- TSLA Tesla Inc-17.1% shares
- V Visa Inc-16.4% shares
- VZ Verizon Communications Inc-16.0% shares
- LLY Eli Lilly & Co-15.5% shares
Left the top 50
- HGER Harbor ETF Trustwas 0.5%
- VT Vanguard Intl Equity Index Fwas 0.3%
- XOM Exxon Mobil Corpwas 0.3%
- SPDW Spdr Index Shs Fdswas 0.3%
- HD Home Depot Incwas 0.3%
- ORCL Oracle Corpwas 0.3%
Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.
How the holdings did against the S&P 500.
- 1 year
- +2.1% /yr
- S&P 500 +20.1%
- 3 years
- +8.9% /yr
- S&P 500 +20.4%
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q3 2026 | $547.6M | 222 |
| Q2 2026 | $529.4M | 233 |
| Q1 2026 | $461.2M | 226 |
| Q4 2025 | $461.7M | 250 |
| Q3 2025 | $426.6M | 282 |
| Q2 2025 | $414.4M | 267 |
| Q1 2025 | $383.2M | 255 |
| Q4 2024 | $387.6M | 257 |
| Q3 2024 | $380.4M | 234 |
| Q2 2024 | $340.6M | 226 |
| Q1 2024 | $335.3M | 230 |
| Q4 2023 | $297.7M | 230 |
Questions about Alliance Wealth Advisors, LLC /UT's portfolio
What stocks does Alliance Wealth Advisors, LLC /UT own?
Alliance Wealth Advisors, LLC /UT's latest 13F, for Q3 2026 and filed Oct 28, 2026, lists 222 positions worth $547.6M. The largest are Vanguard Scottsdale Fds (VONG) at 14.4%, Vanguard Whitehall Fds (VYM) at 10.1%, Ishares Tr (IVLU) at 6.1%, Spdr Series Trust (SPTS) at 5.9% and Ishares Tr (IXUS) at 5.1%.
What did Alliance Wealth Advisors, LLC /UT buy last quarter?
In Q3 2026, Alliance Wealth Advisors, LLC /UT added Franklin Templeton ETF Tr (FLJP) (+73.8% shares), World Gold Tr (GLDM) (+18.6% shares) and Vaneck ETF Trust (REMX) (+14.9% shares), compared with its Q2 2026 filing.
What did Alliance Wealth Advisors, LLC /UT sell last quarter?
In Q3 2026, Alliance Wealth Advisors, LLC /UT cut from its top 50 Harbor ETF Trust (HGER), cut from its top 50 Vanguard Intl Equity Index F (VT), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Spdr Index Shs Fds (SPDW), cut from its top 50 Home Depot Inc (HD), Apple Inc (AAPL) (-38.7% shares), Abbvie Inc (ABBV) (-23.3% shares) and Amazon Com Inc (AMZN) (-22.5% shares), compared with its Q2 2026 filing.
How has Alliance Wealth Advisors, LLC /UT's portfolio performed?
A portfolio copying Alliance Wealth Advisors, LLC /UT's 20 largest 13F holdings each quarter, from the day each filing was public, returned +8.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +2.1% against +20.1%.
When is Alliance Wealth Advisors, LLC /UT's next 13F filing due?
13F filings are due 45 days after each quarter ends. Alliance Wealth Advisors, LLC /UT's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.