DOSSIER · 13F-HR · Q2 2026

Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies

$127M in tracked AUM across 65 positions as of Q2 2026.

AW
CIK 0002106763 · last filed Jun 30, 2026
Total AUM
$127M
as of Q2 2026
Holdings
65
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 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
VTI
VANGUARD INDEX FDS
$24M65K18.9%
02
VBR
VANGUARD INDEX FDS
$8M32K6.2%
03
DFAC
DIMENSIONAL ETF TRUST
$6M141K4.9%
04
VBK
VANGUARD INDEX FDS
$5M14K4.2%
05
VSS
VANGUARD INTL EQUITY INDEX F
$5M33K4.0%
06
CAT
CATERPILLAR INC
$5M5K3.8%
07
VTV
VANGUARD INDEX FDS
$5M22K3.7%
08
VB
VANGUARD INDEX FDS
$4M14K3.3%
09
DFIV
DIMENSIONAL ETF TRUST
$4M76K3.2%
10
VXUS
VANGUARD STAR FDS
$4M48K3.2%

Filing history

2026Q2Jun 30
$127M 14.4%
65 positionsView →
2026Q1Mar 31
$111M 4.4%
63 positionsView →
2025Q4Dec 31
$107M
66 positionsView →