StockDriftsStockDriftsTop 50 Alliance Private Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IUSG | ISHARES TR | 9.64% | 147.5K | $27.7M | -5.80%(-9.08K) | $166.14(+16.61%) | 2026-06-30 | |
| IUSV | ISHARES TR | 7.95% | 207.8K | $22.9M | -5.96%(-13.18K) | $101.26(+13.31%) | 2026-06-30 | |
| PYLD | PIMCO ETF TR | 6.87% | 745.9K | $19.8M | -6.08%(-48.26K) | $26.75(-2.20%) | 2026-06-30 | |
| IDEV | ISHARES TR | 4.69% | 151.6K | $13.5M | -1.39%(-2.14K) | $81.35(+14.73%) | 2026-06-30 | |
| PMBS | PIMCO ETF TR | 4.63% | 270.2K | $13.3M | -6.43%(-18.56K) | $49.68(-2.28%) | 2026-06-30 | |
| IJH | ISHARES TR | 4.56% | 170.3K | $13.1M | -6.53%(-11.90K) | $65.64(+18.71%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 3.26% | 116.5K | $9.4M | -5.78%(-7.14K) | $72.99(+13.75%) | 2026-06-30 | |
| IJR | ISHARES TR | 3.14% | 61.0K | $9.0M | -5.35%(-3.45K) | $119.52(+24.46%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 3.05% | 46.1K | $8.8M | -10.37%(-5.33K) | $142.45(+31.10%) | 2026-06-30 | |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 3.01% | 315.8K | $8.7M | -11.29%(-40.19K) | $27.33(-0.66%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +9.21% |
| Top 20 Holdings Unweighted | — | — | — | — | +11.19% |
Alliance Private Wealth, LLC reports $287.85M in US-listed equity holdings across 82 positions in its most recent 13F filing. Its largest disclosed positions are IUSG (9.6%), IUSV (8.0%) and PYLD (6.9%). The top 20 holdings account for 69.7% of reported assets. Its disclosed equity book has returned +9.21% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Alliance Private Wealth, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2109849). View Alliance Private Wealth, LLC’s 13F filings on SEC