Alliance Wealth Management Group
All 13F Filings
- Location
- Flemington, NJ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 513,705
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/4/2026 | 103 | 513,705 | 13F-HR | Alliance Wealth Management Group |
| Q1 2026 | 4/29/2026 | 97 | 457,098 | 13F-HR | Alliance Wealth Management Group |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 42.38 K | 8.2% | 5.145 K | 0 | 5.145 K |
| ETFs | 457.6 K | 89.1% | 51.36 K | 0 | 51.36 K |
| Debt | 13.7 K | 2.7% | 108 | 0 | 108 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
513,705
Holdings
103
QoQ value change ($000)
56,607
(12.4%)
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.