Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
All 13F Filings
- Location
- Lynchburg, VA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 127,270
- Description
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- Website
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- 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 | 7/22/2026 | 65 | 127,270 | 13F-HR | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies |
| Q1 2026 | 4/28/2026 | 63 | 111,281 | 13F-HR | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies |
| Q4 2025 | 2/2/2026 | 66 | 106,610 | 13F-HR | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 27.81 K | 21.8% | 3.624 K | 0 | 3.624 K |
| ETFs | 97.2 K | 76.4% | 12.23 K | 0 | 12.23 K |
| Debt | 2.266 K | 1.8% | 148 | 0 | 148 |
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Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
127,270
Holdings
65
QoQ value change ($000)
15,989
(14.4%)
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.