Alliance Wealth Advisors, LLC /UT
•CIK: 1893261•Filing: Q4 2025
**Alliance Wealth Advisors, LLC /UT** manages $462M across a diversified portfolio of 250 positions. The strategy shows significant allocation to core equity and fixed income themes, notably holding VONG at $32.3M and VYM at $21.6M. Key tactical positions include BIL ($17.4M) and VCIT ($15.3M), alongside substantial tech exposure via NVDA ($10.0M) and MSFT ($8.2M). This structure suggests a balanced approach targeting income generation alongside growth potential.
Total AUM
$461.7M
QoQ Performance
+8.2%
Positions
213
Top 10 Concentration
33.7%
Latest Filing
Q4 2025
Top Holdings Allocation
VONG
VONG7.0%
VYM4.7%
BIL3.8%
VCIT3.3%
IVLU3.1%
IXUS2.7%
SPTS2.6%
NVDA2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other71.1%
Technology12.8%
Consumer4.5%
Healthcare3.9%
Financial3.3%
Communication0.9%
ETF0.9%
Industrial0.8%
🚪 Exited Positionssold since Q3 2025
+93 more exited positions
Changes from Q3 2025
NEW16 new positions
↑26 increased
↓156 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023