Alliance Wealth Advisors, LLC /UT

Q1 2026 13F-HR Holdings

Location
Centerville, UT
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
228
Total value ($000)
$462,308
Net value change ($000)
+599 (0.1%)
New positions
17
Sold out positions
40
Turnover %
10.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/2/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 17,564 54.4%
VYM 15,203 70.2%
VCIT 11,156 72.8%
SPTS 10,130 83.4%
IVLU 9,105 63.3%
BIL 8,910 51.1%
IXUS 6,893 55.0%
VNQ 5,177 NEW
VIOG 4,963 68.5%
SPLV 3,586 73.6%
Top Reduces (Value $000, Stocks/ETFs)
GLDM -7,449 -100.0%
SPEM -6,425 -90.8%
BBJP -5,176 -100.0%
MSFT -3,440 -41.9%
INDA -3,113 -100.0%
VGSH -3,032 -100.0%
AMZN -3,017 -40.6%
ORCL -2,834 -59.2%
STIP -2,511 -69.5%
NVDA -2,053 -20.5%
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