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 $457.1M across 97 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHX ($55.8M, 12.21%), IVV ($35.8M, 7.82%), HYG ($23.7M, 5.19%), SCHZ ($23.6M, 5.15%), LQD ($20.3M, 4.44%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $55.8M | 12.21% | 2.2M | Trimmed |
| 2 | IVV | ISHARES TR | $35.8M | 7.82% | 54,712 | Added |
| 3 | HYG | ISHARES TR | $23.7M | 5.19% | 298,247 | Added |
| 4 | SCHZ | SCHWAB STRATEGIC TR | $23.6M | 5.15% | 1.0M | Trimmed |
| 5 | LQD | ISHARES TR | $20.3M | 4.44% | 186,246 | Added |
| 6 | SCHF | SCHWAB STRATEGIC TR | $19.5M | 4.27% | 788,468 | Trimmed |
| 7 | AGG | ISHARES TR | $17.9M | 3.91% | 180,053 | Added |
| 8 | FLRN | SPDR SER TR | $17.2M | 3.76% | 558,422 | Trimmed |
| 9 | SCHE | SCHWAB STRATEGIC TR | $16.2M | 3.54% | 490,541 | Added |
| 10 | FLOT | ISHARES TR | $13.6M | 2.97% | 266,777 | Trimmed |
| 11 | IEFA | ISHARES TR | $13.0M | 2.85% | 143,618 | Added |
| 12 | EMB | ISHARES TR | $12.7M | 2.78% | 135,230 | Added |
| 13 | SCHM | SCHWAB STRATEGIC TR | $11.6M | 2.55% | 376,193 | Trimmed |
| 14 | IEMG | ISHARES TR | $11.2M | 2.46% | 160,843 | Added |
| 15 | SPLG | SPDR SERIES TRUST | $10.4M | 2.27% | 135,851 | Trimmed |
| 16 | SCHB | SCHWAB STRATEGIC TR | $10.2M | 2.22% | 404,680 | Trimmed |
| 17 | MUB | ISHARES TR | $9.3M | 2.04% | 87,894 | Added |
| 18 | SCHA | SCHWAB STRATEGIC TR | $9.0M | 1.98% | 310,751 | Trimmed |
| 19 | SPAB | SPDR SERIES TRUST | $8.9M | 1.94% | 346,051 | Added |
| 20 | IJH | ISHARES TR | $7.6M | 1.67% | 113,099 | Added |
| 21 | AAPL | APPLE INC | $7.2M | 1.57% | 28,314 | Added |
| 22 | SCHD | SCHWAB STRATEGIC TR | $6.5M | 1.41% | 210,438 | Trimmed |
| 23 | IJR | ISHARES TR | $6.3M | 1.38% | 50,715 | Added |
| 24 | SHYG | ISHARES TR | $6.0M | 1.32% | 142,298 | Added |
| 25 | CL | COLGATE PALMOLIVE CO | $5.4M | 1.19% | 63,889 | Added |
Source: SEC Form 13F filings · as of 2026-03-31