Alliance Wealth Advisors, LLC
Filing Date
Global Rank
#4,969
/ 8,605
▲ 52
· as of Mar 2026
Top Industry
Software - Infrastructure
19.9%
3Y Alpha vs SPY
-1.5%
Period ended 3 months ago
Filed May 13, 2026 · 57d
22 quarters · since Dec 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+70.2%
SPY
+76.5%
Annualised alpha
-1.5%
Max drawdown
−16.4%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
119 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
14.8%
−2.5 pts
Top 5
36.9%
−1.6 pts
Top 10
50.4%
−2.9 pts
HHI
438
Diversified−72
Portfolio Trend
22 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 31.3% | $44,276,228 |
| Financial Services | 13.9% | $19,699,630 |
| Unclassified | 12.4% | $17,474,708 |
| Communication Services | 10.0% | $14,114,602 |
| Healthcare | 5.5% | $7,707,077 |
| Industrials | 5.3% | $7,530,286 |
| Energy | 4.7% | $6,707,261 |
| Consumer Cyclical | 4.7% | $6,603,712 |
| Consumer Defensive | 4.0% | $5,604,078 |
| Basic Materials | 3.9% | $5,544,956 |
| Utilities | 2.6% | $3,694,795 |
| Real Estate | 1.7% | $2,333,124 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| LYG | Lloyds Banking Group plc | +3,922 | 63,985 | $321,844 | |
| PPL | PPL Corp | +3,839 | 26,699 | $1,019,901 | |
| VZ | Verizon Communications Inc | +2,538 | 19,551 | $981,460 | |
| FDBC | Fidelity D & D Bancorp Inc | +2,299 | 9,870 | $427,173 | |
| CRM | Salesforce, Inc. | +1,780 | 6,691 | $1,249,008 | |
| FIS | Fidelity National Information Services, Inc. | +1,472 | 6,797 | $318,847 | |
| DIS | Walt Disney Co | +1,413 | 19,874 | $1,915,456 | |
| IBIT | iShares Bitcoin Trust ETF | +838 | 5,470 | $210,157 | |
| ELV | Elevance Health, Inc. | +744 | 1,638 | $479,524 | |
| MSFT | Microsoft Corp | +524 | 9,891 | $3,661,351 | |
| QQQ | Invesco Qqq Trust, Series 1 | +446 | 21,771 | $12,565,785 | |
| PFE | Pfizer Inc | +333 | 22,971 | $645,025 | |
| BRK-B | Berkshire Hathaway Inc | +281 | 4,822 | $2,310,702 | |
| WFC | Wells Fargo & Company/Mn | +238 | 10,936 | $870,614 | |
| V | Visa Inc. | +216 | 1,271 | $384,147 | |
| SCHW | Schwab Charles Corp | +212 | 5,338 | $501,665 | |
| BDX | Becton Dickinson & Co | +171 | 2,873 | $451,721 | |
| PM | Philip Morris International Inc. | +157 | 8,145 | $1,346,694 | |
| BA | Boeing Co | +151 | 6,067 | $1,207,515 | |
| OMC | Omnicom Group Inc. | +133 | 5,089 | $383,252 | |
| JPM | Jpmorgan Chase & Co | +79 | 4,227 | $1,243,414 | |
| PG | PROCTER & GAMBLE Co | +63 | 7,926 | $1,144,831 | |
| D | Dominion Energy, Inc | +50 | 4,184 | $258,654 | |
| UPS | United Parcel Service Inc | +46 | 2,394 | $235,521 | |
| AMZN | Amazon Com Inc | +32 | 8,301 | $1,728,849 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GLD | Spdr Gold Trust | −2,765 | 10,920 | $4,698,766 | |
| BNY | Bank of New York Mellon Corp | −2,105 | 9,732 | $1,154,507 | |
| CMCSA | Comcast Corp | −1,559 | 16,262 | $466,882 | |
| GOOGL | Alphabet Inc. | −1,426 | 11,963 | $3,440,080 | |
| BAC | Bank Of America Corp /De/ | −1,036 | 13,312 | $648,960 | |
| GLW | Corning Inc /Ny | −922 | 3,989 | $542,384 | |
| AVGO | Broadcom Inc. | −756 | 2,309 | $714,658 | |
| ENB | Enbridge Inc | −500 | 19,510 | $1,056,271 | |
| XOM | Exxon Mobil Corp | −455 | 13,157 | $2,232,216 | |
| MRK | Merck & Co., Inc. | −335 | 13,257 | $1,594,684 | |
| AMAT | Applied Materials Inc /De | −333 | 1,230 | $420,401 | |
| GSK | GSK plc | −302 | 9,073 | $500,738 | |
| PAGP | Plains Gp Holdings LP | −292 | 16,359 | $397,196 | |
| SBUX | Starbucks Corp | −279 | 5,177 | $463,807 | |
| NVDA | Nvidia Corp | −261 | 7,567 | $1,319,684 | |
| EIX | Edison International | −229 | 7,496 | $548,557 | |
| PLTR | Palantir Technologies Inc. | −218 | 143,340 | $20,967,775 | |
| KO | Coca Cola Co | −196 | 7,297 | $554,936 | |
| AAPL | Apple Inc. | −171 | 16,583 | $4,208,599 | |
| QCOM | Qualcomm Inc/De | −170 | 3,172 | $408,490 | |
| JNJ | Johnson & Johnson | −147 | 2,493 | $609,388 | |
| GS | Goldman Sachs Group Inc | −125 | 829 | $701,325 | |
| PFIS | Peoples Financial Services Corp. | −91 | 44,706 | $2,384,170 | |
| COP | Conocophillips | −80 | 3,188 | $420,816 | |
| IQV | Iqvia Holdings Inc. | −75 | 1,798 | $306,630 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
119 positions ·
$141,290,457 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 119 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 143,340 | $20,967,775 | 14.84% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 21,771 | $12,565,785 | 8.89% | |
| INTC |
Intel Corp
Technology
|
Held | 207,270 | $9,146,825 | 6.47% | |
| MP |
MP Materials Corp. / DE
Basic Materials
|
Held | 100,000 | $4,826,000 | 3.42% | |
| GLD |
Spdr Gold Trust
|
Reduced | 10,920 | $4,698,766 | 3.33% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 16,583 | $4,208,599 | 2.98% | |
| ECHO |
EchoStar CORP
Communication Services
|
Held | 35,087 | $4,107,635 | 2.91% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 9,891 | $3,661,351 | 2.59% | |
| PYPL |
PayPal Holdings, Inc.
Financial Services
|
Held | 78,000 | $3,527,940 | 2.50% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 11,963 | $3,440,080 | 2.43% | |
| NIO |
NIO Inc.
Consumer Cyclical
|
Held | 400,000 | $2,412,000 | 1.71% | |
| PFIS |
Peoples Financial Services Corp.
Financial Services
|
Reduced | 44,706 | $2,384,170 | 1.69% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 4,822 | $2,310,702 | 1.64% | |
| TDG |
TransDigm Group INC
Industrials
|
Added | 1,962 | $2,273,879 | 1.61% | |
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 13,157 | $2,232,216 | 1.58% | |
| DIS |
Walt Disney Co
Communication Services
|
Added | 19,874 | $1,915,456 | 1.36% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 8,301 | $1,728,849 | 1.22% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 13,257 | $1,594,684 | 1.13% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 2,596 | $1,485,249 | 1.05% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 8,145 | $1,346,694 | 0.95% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 7,567 | $1,319,684 | 0.93% | |
| GLPI |
Gaming & Leisure Properties, Inc.
Real Estate
|
Held | 28,223 | $1,252,254 | 0.89% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 6,691 | $1,249,008 | 0.88% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 4,227 | $1,243,414 | 0.88% | |
| CBU |
Community Financial System, Inc.
Financial Services
|
Held | 20,825 | $1,221,386 | 0.86% | |
| BA |
Boeing Co
Industrials
|
Added | 6,067 | $1,207,515 | 0.85% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
Reduced | 9,732 | $1,154,507 | 0.82% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 7,926 | $1,144,831 | 0.81% | |
| OKE |
Oneok Inc /New/
Energy
|
Held | 12,609 | $1,139,727 | 0.81% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 5,038 | $1,095,714 | 0.78% | |
| ENB |
Enbridge Inc
Energy
|
Reduced | 19,510 | $1,056,271 | 0.75% | |
| PPL |
PPL Corp
Utilities
|
Added | 26,699 | $1,019,901 | 0.72% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 19,551 | $981,460 | 0.69% | |
| PSKY |
Paramount Skydance Corp
Communication Services
|
Held | 100,000 | $902,000 | 0.64% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Added | 10,936 | $870,614 | 0.62% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 4,710 | $731,415 | 0.52% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 2,309 | $714,658 | 0.51% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 829 | $701,325 | 0.50% | |
| MS |
Morgan Stanley
Financial Services
|
Held | 4,133 | $680,167 | 0.48% | |
| WM |
Waste Management Inc
Industrials
|
Held | 2,825 | $649,156 | 0.46% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 13,312 | $648,960 | 0.46% | |
| PFE |
Pfizer Inc
Healthcare
|
Added | 22,971 | $645,025 | 0.46% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 4,954 | $615,683 | 0.44% | |
| SLB |
Slb Limited/Nv
Energy
|
Added | 11,959 | $614,573 | 0.43% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 2,493 | $609,388 | 0.43% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 660 | $607,048 | 0.43% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 1,190 | $594,595 | 0.42% | |
| CVX |
Chevron Corp
Energy
|
Added | 2,744 | $567,733 | 0.40% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 7,297 | $554,936 | 0.39% | |
| EIX |
Edison International
Utilities
|
Reduced | 7,496 | $548,557 | 0.39% |