Alliance Wealth Management Group
•CIK: 1623707•Filing: Q4 2025
**Alliance Wealth Management Group** manages $456M across a diversified portfolio of 94 positions. The strategy exhibits a notable allocation to broad market exposure, anchored by SCHX ($59.5M) and IVV ($35.6M). Significant tactical weight is also evident in fixed income and specialized sectors, highlighted by SCHZ ($23.8M), HYG ($23.3M), and LQD ($17.3M). This structure suggests a mandate focused on capturing growth across equity, bond, and specialized market segments.
Total AUM
$455.7M
QoQ Performance
+1.4%
Positions
52
Top 10 Concentration
53.8%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHX
IVV
SCHZ
HYG
SCHX13.1%
IVV7.8%
SCHZ5.2%
HYG5.1%
SCHF4.3%
FLRN4.2%
LQD3.8%
AGG3.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other85.3%
ETF8.2%
Technology4.2%
Healthcare0.6%
Financial0.6%
Consumer0.5%
Communication0.3%
Utilities0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑28 increased
↓39 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022