StockDriftsStockDriftsTop 50 Alliance Wealth Strategies LLC D B A Brown Edwards Wealth Strategies Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 19.9% | 70.2K | $26.3M | +7.77%(+5.07K) | $334.59(+11.60%) | 2026-09-30 | |
| VBR | VANGUARD INDEX FDS | 6.43% | 36.7K | $8.5M | +13.70%(+4.43K) | $214.65(+12.58%) | 2026-09-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 4.75% | 141.2K | $6.3M | +0.00%(+0) | $39.08(+15.74%) | 2026-09-30 | |
| VSS | VANGUARD INTL EQUITY INDEX F | 4.13% | 35.1K | $5.5M | +6.37%(+2.10K) | $143.84(+3.85%) | 2026-09-30 | |
| VBK | VANGUARD INDEX FDS | 4.05% | 15.8K | $5.3M | +9.44%(+1.36K) | $305.27(+9.39%) | 2026-09-30 | |
| VTV | VANGUARD INDEX FDS | 3.7% | 22.6K | $4.9M | +4.75%(+1.02K) | $190.67(+18.13%) | 2026-09-30 | |
| VXUS | VANGUARD STAR FDS | 3.57% | 55.4K | $4.7M | +16.11%(+7.69K) | $76.29(+8.20%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.4% | 13.5K | $4.5M | +0.60%(+80) | $263.53(+31.71%) | 2026-09-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 3.36% | 79.3K | $4.4M | +4.44%(+3.37K) | $48.64(+15.65%) | 2026-09-30 | |
| VB | VANGUARD INDEX FDS | 3.32% | 15.4K | $4.4M | +10.62%(+1.48K) | $260.23(+11.64%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +10.82% |
| Top 20 Holdings Unweighted | — | — | — | — | +10.58% |
Alliance Wealth Strategies LLC D B A Brown Edwards Wealth Strategies reports $132.04M in US-listed equity holdings across 67 positions in its most recent 13F filing. Its largest disclosed positions are VTI (19.9%), VBR (6.4%) and DFAC (4.8%). The top 20 holdings account for 77.54% of reported assets. Its disclosed equity book has returned +10.82% cumulatively over 3 quarters. 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 Strategies LLC D B A Brown Edwards Wealth Strategies’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2106763). View Alliance Wealth Strategies LLC D B A Brown Edwards Wealth Strategies’s 13F filings on SEC