Alliance Private Wealth, LLC
All 13F Filings
- Location
- North Reading, MA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 278,306
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/13/2026 | 80 | 278,306 | 13F-HR | Alliance Private Wealth, LLC |
| Q4 2025 | 2/13/2026 | 81 | 287,487 | 13F-HR | Alliance Private Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 88.23 K | 31.7% | 0 | 154.3 K | -154.3 K |
| ETFs | 190.1 K | 68.3% | 152.9 K | 0 | 152.9 K |
| Other | 0 | 0.0% | 0 | 7.702 K | -7.702 K |
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Fund Snapshot
Q1 2026
Latest filed
5/13/2026
Total value ($000)
278,306
Holdings
80
QoQ value change ($000)
-9,181
(-3.2%)
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.