Institutions / Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
CIK 2106763 · Institution · as of Dec 31, 2025
Portfolio value
$106.61M
Positions
66
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 66 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $19.20M | 18.0% |
| Vanguard Index Fds | $5.74M | 5.4% |
| Dimensional ETF Trust | $5.59M | 5.2% |
| Vanguard Intl Equity Index F | $4.24M | 4.0% |
| Apple Inc. | $3.96M | 3.7% |
| Vanguard Index Fds | $3.84M | 3.6% |
| Vanguard Index Fds | $3.78M | 3.5% |
| Dimensional ETF Trust | $3.43M | 3.2% |
| Vanguard Bd Index Fds | $3.32M | 3.1% |
| Vanguard Index Fds | $3.23M | 3.0% |
| Vanguard Star Fds | $3.08M | 2.9% |
| Vanguard Intl Equity Index F | $2.92M | 2.7% |
| Vanguard Index Fds | $2.90M | 2.7% |
| Caterpillar Inc | $2.62M | 2.5% |
| Vanguard Index Fds | $2.37M | 2.2% |
| Vanguard Bd Index Fds | $2.14M | 2.0% |
| Walmart Inc. | $2.10M | 2.0% |
| Vanguard Whitehall Fds | $1.99M | 1.9% |
| Vanguard Specialized Funds | $1.93M | 1.8% |
| Paccar Inc | $1.90M | 1.8% |
| Dimensional ETF Trust | $1.58M | 1.5% |
| Dimensional ETF Trust | $1.49M | 1.4% |
| JPMorgan Chase & Co | $1.35M | 1.3% |
| Norfolk Southern Corp | $1.15M | 1.1% |
| Microsoft Corp | $1.13M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.