Alliance Wealth Management Group
All 13F Filings
- Location
- Flemington, NJ
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 455,676
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/21/2026 | 94 | 455,676 | 13F-HR | Alliance Wealth Management Group |
| Q3 2025 | 10/28/2025 | 95 | 449,617 | 13F-HR | Alliance Wealth Management Group |
| Q2 2025 | 8/7/2025 | 85 | 392,692 | 13F-HR | Alliance Wealth Management Group |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 189.3 K | 41.6% | 544 | 0 | 544 |
| ETFs | 239.7 K | 52.6% | 4.479 K | 0 | 4.479 K |
| Debt | 14.05 K | 3.1% | 151 | 0 | 151 |
| Other | 12.6 K | 2.8% | 886 | 0 | 886 |
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Fund Snapshot
Q4 2025
Latest filed
1/21/2026
Total value ($000)
455,676
Holdings
94
QoQ value change ($000)
6,059
(1.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.