Alliance Wealth Advisors, LLC

Alliance Wealth Advisors' $307.7 million Q2 2026 book delivered an unusual case study: its Intel position ballooned from $4.3 million to $28.9 million — a nearly 7x increase that pushed Intel from a 1.9% afterthought to the second-largest holding at 9.4% of the book — while share count barely moved (207,270 to 207,170, essentially flat). This wasn't buying; it was Intel's own stock rally doing all the work, a reminder that a position's dollar value can transform a portfolio's shape without the manager lifting a finger. The fund's actual trading told a different story: Vanguard's Mid-Cap ETF (VO) saw real accumulation, shares up 321% for a $10.2 million inflow, the largest genuine buy of the quarter. New money also went into Lazard's International Quality Growth ETF ($16.0 million), plus fresh, thematically speculative stakes in PayPal, nuclear-reactor developer Oklo, AMD and Corning. On the exit side, Verizon, Wells Fargo, a JPMorgan option-income ETF, PepsiCo and Broadcom were all fully sold — a cluster of dividend-defensive and yield-generating names making way for growth and thematic bets.