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Alliance Wealth Management Group

Portfolio Manager
Alliance Wealth Management Group
Performance
-1.53% (2026 Q1)
AUM (13F)
$457.10M
# of Holdings
97
Performance Rank
Allocation (Top 20)
76.02%

Alliance Wealth Management Group Holdings Map

Top 50 Alliance Wealth Management Group Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SCHX
SCHWAB STRATEGIC TR
12.21%2.18M$55.8M
-1.62%(-35.87K)
2025-Q1: 2.21M shares2025-Q2: 2.28M shares2025-Q3: 2.24M shares2025-Q4: 2.21M shares2026-Q1: 2.18M shares
$11.02(+164.68%)
2026-03-31
IVV
ISHARES TR
7.82%54.7K$35.8M
+5.19%(+2.70K)
2025-Q1: 38.0K shares2025-Q2: 39.4K shares2025-Q3: 50.5K shares2025-Q4: 52.0K shares2026-Q1: 54.7K shares
$494.00(+50.96%)
2026-03-31
HYG
ISHARES TR
5.19%298.2K$23.7M
+3.01%(+8.72K)
2025-Q1: 204.5K shares2025-Q2: 196.3K shares2025-Q3: 216.6K shares2025-Q4: 289.5K shares2026-Q1: 298.2K shares
$75.88(+5.31%)
2026-03-31
SCHZ
SCHWAB STRATEGIC TR
5.15%1.01M$23.6M
-0.40%(-4.07K)
2025-Q1: 1.09M shares2025-Q2: 1.03M shares2025-Q3: 1.06M shares2025-Q4: 1.02M shares2026-Q1: 1.01M shares
$26.09(-11.53%)
2026-03-31
LQD
ISHARES TR
4.44%186.2K$20.3M
+18.93%(+29.64K)
2025-Q1: 56.4K shares2025-Q2: 58.6K shares2025-Q3: 71.2K shares2025-Q4: 156.6K shares2026-Q1: 186.2K shares
$111.09(-2.23%)
2026-03-31
SCHF
SCHWAB STRATEGIC TR
4.27%788.5K$19.5M
-2.74%(-22.20K)
2025-Q1: 851.6K shares2025-Q2: 859.1K shares2025-Q3: 821.3K shares2025-Q4: 810.7K shares2026-Q1: 788.5K shares
$15.76(+73.25%)
2026-03-31
AGG
ISHARES TR
3.91%180.1K$17.9M
+6.39%(+10.82K)
2025-Q1: 114.6K shares2025-Q2: 111.0K shares2025-Q3: 142.0K shares2025-Q4: 169.2K shares2026-Q1: 180.1K shares
$101.38(-2.67%)
2026-03-31
FLRN
SPDR SER TR
3.76%558.4K$17.2M
-10.47%(-65.32K)
2025-Q1: 669.0K shares2025-Q2: 614.6K shares2025-Q3: 637.4K shares2025-Q4: 623.7K shares2026-Q1: 558.4K shares
$30.59(+0.63%)
2026-03-31
SCHE
SCHWAB STRATEGIC TR
3.54%490.5K$16.2M
+1.68%(+8.10K)
2025-Q1: 533.1K shares2025-Q2: 521.6K shares2025-Q3: 508.5K shares2025-Q4: 482.4K shares2026-Q1: 490.5K shares
$26.42(+37.81%)
2026-03-31
FLOT
ISHARES TR
2.97%266.8K$13.6M
-3.42%(-9.46K)
2025-Q1: 240.8K shares2025-Q2: 226.9K shares2025-Q3: 272.1K shares2025-Q4: 276.2K shares2026-Q1: 266.8K shares
$50.72(+0.42%)
2026-03-31

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