Alliance Wealth Advisors, LLC /UT

Q3 2026 13F-HR Holdings

Location
Centerville, UT
Holdings as of
9/30/2026
Date filed
10/28/2026
Form type
13F-HR
Num holdings
224
Total value ($000)
$548,403
Net value change ($000)
+18,091 (3.4%)
New positions
15
Sold out positions
26
Turnover %
3.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 8,075 11.4%
VYM 4,441 8.7%
IVLU 3,806 12.8%
SPTS 3,546 12.4%
GLDM 3,007 22.7%
USFR 2,675 NEW
IXUS 2,316 9.1%
FLJP 2,100 81.0%
ETHA 2,079 74.8%
GSG 2,001 32.5%
Top Reduces (Value $000, Stocks/ETFs)
BIL -2,761 -17.4%
AAPL -2,300 -29.4%
HGER -1,925 -73.2%
VT -1,782 -100.0%
XOM -1,485 -100.0%
QQQ -1,264 -100.0%
OKE -1,033 -100.0%
IBM -1,005 -100.0%
AMZN -805 -19.0%
TSLA -653 -30.0%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type