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 Strategies, LLC d/b/a Brown Edwards Wealth Strategies (CIK 2106763) reported $127.3M across 65 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTI ($24.1M, 18.94%), VBR ($7.9M, 6.17%), DFAC ($6.3M, 4.92%), VBK ($5.3M, 4.16%), VSS ($5.1M, 4.01%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $24.1M | 18.94% | 65,156 | Added |
| 2 | VBR | VANGUARD INDEX FDS | $7.9M | 6.17% | 32,314 | Added |
| 3 | DFAC | DIMENSIONAL ETF TRUST | $6.3M | 4.92% | 141,178 | Hold |
| 4 | VBK | VANGUARD INDEX FDS | $5.3M | 4.16% | 14,461 | Added |
| 5 | VSS | VANGUARD INTL EQUITY INDEX F | $5.1M | 4.01% | 33,046 | Added |
| 6 | CAT | CATERPILLAR INC | $4.9M | 3.83% | 4,573 | Hold |
| 7 | VTV | VANGUARD INDEX FDS | $4.7M | 3.69% | 21,564 | Added |
| 8 | VB | VANGUARD INDEX FDS | $4.2M | 3.32% | 13,935 | Added |
| 9 | DFIV | DIMENSIONAL ETF TRUST | $4.1M | 3.22% | 75,968 | Added |
| 10 | VXUS | VANGUARD STAR FDS | $4.1M | 3.21% | 47,754 | Added |
| 11 | AAPL | APPLE INC | $3.9M | 3.05% | 13,407 | Trimmed |
| 12 | VWO | VANGUARD INTL EQUITY INDEX F | $3.6M | 2.79% | 59,567 | Added |
| 13 | BIV | VANGUARD BD INDEX FDS | $3.4M | 2.71% | 44,907 | Added |
| 14 | VV | VANGUARD INDEX FDS | $3.3M | 2.62% | 9,714 | Trimmed |
| 15 | VUG | VANGUARD INDEX FDS | $2.7M | 2.15% | 31,821 | Added |
| 16 | BSV | VANGUARD BD INDEX FDS | $2.3M | 1.78% | 29,078 | Added |
| 17 | PCAR | PACCAR INC | $2.1M | 1.64% | 17,364 | Hold |
| 18 | WMT | WALMART INC | $2.1M | 1.61% | 18,113 | Hold |
| 19 | DISV | DIMENSIONAL ETF TRUST | $2.0M | 1.59% | 50,414 | Added |
| 20 | VYM | VANGUARD WHITEHALL FDS | $1.9M | 1.52% | 12,268 | Trimmed |
| 21 | VIG | VANGUARD SPECIALIZED FUNDS | $1.9M | 1.52% | 8,167 | Trimmed |
| 22 | DFAS | DIMENSIONAL ETF TRUST | $1.9M | 1.47% | 22,710 | Added |
| 23 | JPM | JPMORGAN CHASE & CO | $1.4M | 1.08% | 4,198 | Hold |
| 24 | NSC | NORFOLK SOUTHN CORP | $1.2M | 0.98% | 3,968 | Hold |
| 25 | DFUV | DIMENSIONAL ETF TRUST | $1.2M | 0.96% | 22,161 | Added |
Source: SEC Form 13F filings · as of 2026-06-30