Institutions / Alliance Private Wealth, LLC
Alliance Private Wealth, LLC
CIK 2109849 · Institution · as of Dec 31, 2025
Portfolio value
$287.49M
Positions
81
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 81 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $25.64M | 8.9% |
| iShares Tr | $23.18M | 8.1% |
| PIMCO ETF Tr | $20.87M | 7.3% |
| PIMCO ETF Tr | $14.22M | 4.9% |
| iShares MSCI UAE ETF | $13.14M | 4.6% |
| iShares Tr | $12.58M | 4.4% |
| Capital Grp Fixed Incm ETF T | $9.71M | 3.4% |
| Vanguard Index Fds | $9.06M | 3.2% |
| iShares Tr | $8.22M | 2.9% |
| iShares Tr | $7.70M | 2.7% |
| Select Sector SPDR Tr | $7.32M | 2.5% |
| iShares Inc | $6.97M | 2.4% |
| iShares Tr | $6.81M | 2.4% |
| Harris Oakmark ETF Trust | $6.17M | 2.1% |
| Capital Group Dividend Value | $6.10M | 2.1% |
| NVIDIA Corp | $5.83M | 2.0% |
| Select Sector SPDR Tr | $5.78M | 2.0% |
| Vanguard Mun Bd Fds | $4.05M | 1.4% |
| Fidelity Covington Trust | $3.93M | 1.4% |
| Apple Inc. | $3.75M | 1.3% |
| Caterpillar Inc | $3.64M | 1.3% |
| Warren E. Buffett | $3.51M | 1.2% |
| Barrick Mng Corp | $3.37M | 1.2% |
| Alphabet Inc. | $3.25M | 1.1% |
| Amazon.com Inc | $3.17M | 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.