Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
•CIK: 2106763•Filing: Q4 2025
**Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies** manages $107M across a portfolio of 66 positions. The strategy exhibits a notable tilt toward broad market exposure, anchored by a $19.2M holding in VTI. Significant allocations are also visible in value-oriented sectors, including $5.7M in VBR and $4.2M in VSS. Top holdings further suggest a focus on large-cap technology and financial sectors, with AAPL at $4.0M and VBK at $3.8M.
Total AUM
$106.6M
QoQ Performance
N/A
Positions
46
Top 10 Concentration
52.8%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI
VBR
DFAC
VTI18.0%
VBR5.4%
DFAC5.2%
VSS4.0%
AAPL3.7%
VBK3.6%
VTV3.5%
DFIV3.2%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other82.1%
Technology7.2%
Industrial3.0%
Consumer2.5%
Financial1.8%
Healthcare1.4%
ETF1.2%
Energy0.3%