Alliance Wealth Advisors, LLC /UT

Q2 2026 13F-HR Holdings

Location
Centerville, UT
Holdings as of
6/30/2026
Date filed
7/23/2026
Form type
13F-HR
Num holdings
235
Total value ($000)
$530,312
Net value change ($000)
+68,004 (14.7%)
New positions
39
Sold out positions
32
Turnover %
17.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 21,062 42.2%
JAAA 15,403 NEW
VYM 14,125 38.3%
GLDM 13,230 NEW
MTUM 10,424 NEW
KMLM 7,079 NEW
IVLU 6,302 26.8%
SPTS 6,245 28.0%
IXUS 6,042 31.1%
VIOG 4,770 39.1%
Top Reduces (Value $000, Stocks/ETFs)
VCIT -11,322 -42.7%
BIL -10,451 -39.7%
SPHY -6,209 -100.0%
JEPI -4,652 -83.9%
ICVT -3,393 -100.0%
UDN -2,595 -100.0%
REZ -1,712 -100.0%
SHLD -1,617 -31.9%
ACN -1,342 -100.0%
TRI -1,330 -100.0%
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