Top 50 Alliance Wealth Advisors LLC Ut Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VONG | VANGUARD SCOTTSDALE FDS | 14.41% | 612.7K | $79.0M | +10.42%(+57.81K) | $119.26(+5.91%) | 2026-09-30 | |
| VYM | VANGUARD WHITEHALL FDS | 10.11% | 357.1K | $55.4M | +10.69%(+34.49K) | $146.44(+11.40%) | 2026-09-30 | |
| IVLU | ISHARES TR | 6.13% | 783.3K | $33.6M | +9.96%(+70.96K) | $37.87(+12.03%) | 2026-09-30 | |
| SPTS | SPDR SERIES TRUST | 5.85% | 1.12M | $32.1M | +13.77%(+135.35K) | $29.18(-1.47%) | 2026-09-30 | |
| IXUS | ISHARES TR | 5.07% | 292.4K | $27.8M | +9.61%(+25.64K) | $85.49(+9.14%) | 2026-09-30 | |
| JAAA | JANUS DETROIT STR TR | 3.12% | 338.7K | $17.1M | +11.02%(+33.63K) | $50.50(+0.25%) | 2026-09-30 | |
| VIOG | VANGUARD ADMIRAL FDS INC | 3.11% | 123.8K | $17.1M | +11.86%(+13.12K) | $125.96(+11.70%) | 2026-09-30 | |
| GLDM | WORLD GOLD TR | 2.96% | 197.6K | $16.2M | +18.61%(+31.00K) | $69.01(+16.40%) | 2026-09-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 2.96% | 207.3K | $16.2M | +13.00%(+23.84K) | $83.11(-4.37%) | 2026-09-30 | |
| BIL | SPDR SERIES TRUST | 2.39% | 143.3K | $13.1M | -17.37%(-30.12K) | $91.65(+0.02%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (15 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.16% | +33.67% | โ | โ | +49.70% |
| Top 20 Holdings Unweighted | +11.48% | +38.55% | โ | โ | +55.82% |
Alliance Wealth Advisors LLC Ut reports $548.40M in US-listed equity holdings across 224 positions in its most recent 13F filing. Its largest disclosed positions are VONG (14.4%), VYM (10.1%) and IVLU (6.1%). The top 20 holdings account for 71.53% of reported assets. Its disclosed equity book has returned +33.67% on a three-year cumulative basis. Figures reflect the Q3 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 Wealth Advisors LLC Utโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1893261). View Alliance Wealth Advisors LLC Utโs 13F filings on SEC