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 | 18.94% | 65.2K | $24.1M | +3.24%(+2.04K) | $331.68(+15.58%) | 2026-06-30 | |
| VBR | VANGUARD INDEX FDS | 6.17% | 32.3K | $7.9M | +5.19%(+1.59K) | $211.59(+18.39%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 4.92% | 141.2K | $6.3M | +0.00%(+0) | $39.08(+17.82%) | 2026-06-30 | |
| VBK | VANGUARD INDEX FDS | 4.16% | 14.5K | $5.3M | +2.99%(+420) | $300.88(+21.78%) | 2026-06-30 | |
| VSS | VANGUARD INTL EQUITY INDEX F | 4.01% | 33.0K | $5.1M | +1.01%(+331) | $143.14(+11.73%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 3.83% | 4.6K | $4.9M | +0.00%(+0) | $525.01(+65.61%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 3.69% | 21.6K | $4.7M | +2.36%(+497) | $189.42(+20.11%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 3.32% | 13.9K | $4.2M | +0.88%(+122) | $256.66(+20.18%) | 2026-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 3.22% | 76.0K | $4.1M | +2.51%(+1.86K) | $48.36(+20.13%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 3.21% | 47.8K | $4.1M | +3.77%(+1.74K) | $74.85(+17.74%) | 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 | — | — | — | — | +12.54% |
| Top 20 Holdings Unweighted | — | — | — | — | +12.55% |
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies reports $127.27M in US-listed equity holdings across 65 positions in its most recent 13F filing. Its largest disclosed positions are VTI (18.9%), VBR (6.2%) and DFAC (4.9%). The top 20 holdings account for 76.93% of reported assets. Its disclosed equity book has returned +12.54% 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 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