Alliance Wealth Advisors, LLC /UT

All 13F Filings

Location
Centerville, UT
Most recent 13F
Q3 2026
Holdings value ($000)
548,403
Description
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Website
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Founded
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Chairman
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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
Q3 2026 10/28/2026 224 548,403 13F-HR Alliance Wealth Advisors, LLC /UT
Q2 2026 7/23/2026 235 530,312 13F-HR Alliance Wealth Advisors, LLC /UT
Q1 2026 5/12/2026 228 462,308 13F-HR Alliance Wealth Advisors, LLC /UT
Q4 2025 2/2/2026 250 461,709 13F-HR Alliance Wealth Advisors, LLC /UT
Q3 2025 11/10/2025 282 426,581 13F-HR Alliance Wealth Advisors, LLC /UT
Q2 2025 8/14/2025 270 416,236 13F-HR Alliance Wealth Advisors, LLC /UT
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 138.6 K 25.3% 0 11.45 K -11.45 K
ETFs 407.9 K 74.4% 29.8 K 0 29.8 K
Debt 1.581 K 0.3% 0 207 -207
Other 371 0.1% 0 52 -52
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Fund Snapshot

Q3 2026
Latest filed
10/28/2026
Total value ($000)
548,403
Holdings
224
QoQ value change ($000)
18,091 (3.4%)
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.