Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Alliance Wealth Management Group (CIK 1623707) reported $513.7M across 103 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SCHX ($65.4M, 12.73%), IVV ($46.3M, 9.02%), HYG ($25.0M, 4.87%), LQD ($23.4M, 4.56%), SCHZ ($22.1M, 4.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $65.4M | 12.73% | 2.2M | Added |
| 2 | IVV | ISHARES TR | $46.3M | 9.02% | 61,877 | Added |
| 3 | HYG | ISHARES TR | $25.0M | 4.87% | 313,153 | Added |
| 4 | LQD | ISHARES TR | $23.4M | 4.56% | 214,856 | Added |
| 5 | SCHZ | SCHWAB STRATEGIC TR | $22.1M | 4.31% | 956,732 | Trimmed |
| 6 | SCHF | SCHWAB STRATEGIC TR | $21.9M | 4.26% | 790,195 | Added |
| 7 | AGG | ISHARES TR | $21.0M | 4.09% | 212,383 | Added |
| 8 | SCHE | SCHWAB STRATEGIC TR | $17.3M | 3.36% | 476,643 | Trimmed |
| 9 | IEFA | ISHARES TR | $16.6M | 3.24% | 172,207 | Added |
| 10 | FLRN | SPDR SER TR | $15.8M | 3.08% | 512,832 | Trimmed |
| 11 | IEMG | ISHARES TR | $14.8M | 2.87% | 178,341 | Added |
| 12 | EMB | ISHARES TR | $14.4M | 2.81% | 149,825 | Added |
| 13 | FLOT | ISHARES TR | $13.7M | 2.67% | 268,368 | Added |
| 14 | SCHM | SCHWAB STRATEGIC TR | $13.4M | 2.62% | 364,410 | Trimmed |
| 15 | SPLG | SPDR SERIES TRUST | $12.1M | 2.36% | 138,155 | Added |
| 16 | SCHB | SCHWAB STRATEGIC TR | $12.0M | 2.34% | 414,502 | Added |
| 17 | SCHA | SCHWAB STRATEGIC TR | $10.6M | 2.07% | 294,689 | Trimmed |
| 18 | MUB | ISHARES TR | $9.8M | 1.91% | 91,254 | Added |
| 19 | IJH | ISHARES TR | $9.4M | 1.84% | 122,347 | Added |
| 20 | SPAB | SPDR SERIES TRUST | $8.6M | 1.68% | 338,462 | Trimmed |
| 21 | IJR | ISHARES TR | $8.3M | 1.62% | 56,092 | Added |
| 22 | AAPL | APPLE INC | $8.1M | 1.57% | 27,914 | Trimmed |
| 23 | SHYG | ISHARES TR | $6.0M | 1.17% | 142,228 | Trimmed |
| 24 | CL | COLGATE PALMOLIVE CO | $5.9M | 1.14% | 63,891 | Added |
| 25 | SPIB | SPDR SERIES TRUST | $5.7M | 1.12% | 171,424 | Added |
Source: SEC Form 13F filings · as of 2026-06-30