StockDriftsStockDriftsTop 50 Alliance Wealth Management Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 12.73% | 2.22M | $65.4M | +2.13%(+46.36K) | $11.36(+168.63%) | 2026-06-30 | |
| IVV | ISHARES TR | 9.02% | 61.9K | $46.3M | +13.10%(+7.17K) | $516.92(+50.69%) | 2026-06-30 | |
| HYG | ISHARES TR | 4.87% | 313.2K | $25.0M | +5.00%(+14.91K) | $76.05(+4.82%) | 2026-06-30 | |
| LQD | ISHARES TR | 4.56% | 214.9K | $23.4M | +15.36%(+28.61K) | $110.77(-4.68%) | 2026-06-30 | |
| SCHZ | SCHWAB STRATEGIC TR | 4.31% | 956.7K | $22.1M | -5.72%(-58.05K) | $26.09(-12.72%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 4.26% | 790.2K | $21.9M | +0.22%(+1.73K) | $15.79(+81.53%) | 2026-06-30 | |
| AGG | ISHARES TR | 4.09% | 212.4K | $21.0M | +17.96%(+32.33K) | $101.02(-3.58%) | 2026-06-30 | |
| SCHE | SCHWAB STRATEGIC TR | 3.36% | 476.6K | $17.3M | -2.83%(-13.90K) | $26.42(+40.15%) | 2026-06-30 | |
| IEFA | ISHARES TR | 3.24% | 172.2K | $16.6M | +19.91%(+28.59K) | $76.16(+33.03%) | 2026-06-30 | |
| FLRN | SPDR SER TR | 3.08% | 512.8K | $15.8M | -8.16%(-45.59K) | $30.59(+0.66%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.91% | +29.17% | +3.39% | +18.14% |
| Top 20 Holdings Unweighted | +8.06% | +26.18% | +3.09% | +16.45% |
Alliance Wealth Management Group reports $513.71M in US-listed equity holdings across 103 positions in its most recent 13F filing. Its largest disclosed positions are SCHX (12.7%), IVV (9.0%) and HYG (4.9%). The top 20 holdings account for 76.69% of reported assets. Its disclosed equity book has returned +29.17% on a three-year cumulative basis. 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 Wealth Management Group’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1623707). View Alliance Wealth Management Group’s 13F filings on SEC