DOSSIER · 13F-HR · Q2 2026

Alliance Private Wealth, LLC

$288M in tracked AUM across 82 positions as of Q2 2026.

AP
CIK 0002109849 · last filed Jun 30, 2026
Total AUM
$288M
as of Q2 2026
Holdings
82
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Alliance Private Wealth, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IUSG
ISHARES TR
$28M147K9.6%
02
IUSV
ISHARES TR
$23M208K8.0%
03
PYLD
PIMCO ETF TR
$20M746K6.9%
04
IDEV
ISHARES TR
$13M152K4.7%
05
PMBS
PIMCO ETF TR
$13M270K4.6%
06
IJH
ISHARES TR
$13M170K4.6%
07
VO
VANGUARD INDEX FDS
$9M116K3.3%
08
IJR
ISHARES TR
$9M61K3.1%
09
XLK
SELECT SECTOR SPDR TR
$9M46K3.1%
10
CGMU
CAPITAL GRP FIXED INCM ETF T
$9M316K3.0%

Filing history

2026Q2Jun 30
$288M 3.4%
82 positionsView →
2026Q1Mar 31
$278M 3.2%
80 positionsView →
2025Q4Dec 31
$287M
81 positionsView →