Alliance Wealth Advisors, LLC /UT

Q3 2025 13F-HR Holdings

Location
Centerville, UT
Holdings as of
9/30/2025
Date filed
11/10/2025
Form type
13F-HR
Num holdings
282
Total value ($000)
$426,581
Net value change ($000)
+10,345 (2.5%)
New positions
39
Sold out positions
26
Turnover %
17.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/2/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AMZN 9,476 NEW
NVDA 5,692 99.3%
VT 4,959 NEW
BBJP 4,210 272.1%
AVGO 3,398 869.1%
IXUS 2,398 568.2%
HGER 2,228 NEW
TSLA 2,088 80.4%
VONG 1,949 NEW
GOOGL 1,654 47.4%
Top Reduces (Value $000, Stocks/ETFs)
AMAL -10,155 -100.0%
BIL -7,671 -28.3%
SHY -7,617 -100.0%
GLDM -7,016 -100.0%
IVVB -4,742 -100.0%
TIP -1,986 -58.6%
TMO -1,944 -75.9%
ADBE -1,614 -51.8%
ACN -1,479 -25.3%
V -1,256 -17.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type