Alliance Wealth Advisors, LLC /UT

Q4 2025 13F-HR Holdings

Location
Centerville, UT
Holdings as of
12/31/2025
Date filed
2/2/2026
Form type
13F-HR
Num holdings
250
Total value ($000)
$461,709
Net value change ($000)
+35,128 (8.2%)
New positions
21
Sold out positions
53
Turnover %
10.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/10/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
VONG 30,351 1557.3%
VYM 20,374 1596.7%
VCIT 13,565 768.6%
IVLU 13,454 1448.2%
SPTS 11,464 1671.1%
IXUS 9,708 344.3%
GLDM 7,449 NEW
VIOG 6,824 1609.4%
SPLV 4,509 1235.3%
XLK 4,408 1469.3%
Top Reduces (Value $000, Stocks/ETFs)
ORCL -5,392 -53.0%
MSFT -3,455 -29.6%
VT -2,595 -52.3%
NFLX -2,509 -51.4%
SHOP -2,112 -40.9%
AMZN -2,049 -21.6%
BIL -1,983 -10.2%
HD -1,828 -40.9%
ADP -1,820 -41.4%
V -1,698 -27.7%
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