Alliance Wealth Advisors, LLC /UT

CIK

1893261

Location

Centerville, UT

Portfolio Value

Small $527,926,789

Diversification

Diversified

Filing Date

Global Rank

#3,701 / 8,794 ▲ 84 · as of Jun 2026

Top Industry

Semiconductors 12.4%

Period ended 3 months ago

Filed Jul 23, 2026 · 2mo

15 quarters · since Dec 2022

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

203 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

16.3%

−2.8 pts

Top 5

52.6%

+5.8 pts

Top 10

63.8%

+8.0 pts

HHI

709

Diversified+51

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	74.4%	$392,515,533	32
Technology	8.0%	$42,176,629	37
Industrials	3.3%	$17,452,014	30
Healthcare	3.3%	$17,258,703	29
Financial Services	2.7%	$14,009,864	18
Consumer Cyclical	2.3%	$12,020,445	11
Communication Services	2.3%	$11,980,221	7
Consumer Defensive	1.5%	$7,807,605	15
Energy	1.0%	$5,299,566	10
Utilities	0.7%	$3,747,460	6
Real Estate	0.4%	$2,025,264	5
Basic Materials	0.3%	$1,633,485	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+131,400	1,220,664	$78,503,909
ETHA	iShares Ethereum Trust ETF	+124,193	233,704	$0
—		+101,181	1,167,356	$45,030,247
VIGI	Vanguard International Dividend Appreciation ETF	+73,749	322,587	$50,978,423
IBIT	iShares Bitcoin Trust ETF	+47,489	108,601	$3,615,327
GSG	iShares S&P GSCI Commodity-Indexed Trust	+45,719	215,498	$6,163,242
BAB	Invesco Taxable Municipal Bond ETF	+37,863	153,535	$11,499,771
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	+12,573	110,686	$16,981,446
VIG	Vanguard Dividend Appreciation ETF	+11,783	70,147	$6,764,275
AAPL	Apple Inc.	+10,988	26,997	$7,811,851
ACOM	Harbor Active Commodity ETF	+9,712	89,557	$2,627,602
CWI	State Street SPDR MSCI ACWI ex-US ETF	+8,029	62,355	$3,574,759
AFK	VanEck Africa Index ETF	+7,834	41,589	$3,880,347
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	+7,655	25,278	$1,269,713
MDLZ	Mondelez International, Inc.	+7,371	16,168	$935,157
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+5,783	59,824	$11,397,668
CMCSA	Comcast Corp	+3,681	13,421	$329,485
T	At&T Inc.	+3,482	17,303	$358,172
EDV	Vanguard World Funds Extended Duration ETF	+2,989	3,416	$408,280
MIR	Mirion Technologies, Inc.	+2,608	24,813	$444,897
KRMN	Karman Holdings Inc.	+1,953	9,784	$488,417
VB	Vanguard Morningstar Small-Cap ETF	+1,943	13,175	$4,628,418
DUK	Duke Energy CORP	+1,596	4,181	$529,230
UPS	United Parcel Service Inc	+636	3,421	$367,757
PG	PROCTER & GAMBLE Co	+600	4,718	$691,847
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−270,304	122,341	$7,869,681
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	−81,827	32,093	$1,796,174
BNDW	Vanguard Total World Bond ETF	−36,267	738,400	$86,089,443
AGNG	Global X Funds Global X Aging Population ETF	−13,749	57,824	$3,452,671
VZ	Verizon Communications Inc	−8,199	33,102	$1,401,538
NVO	Novo Nordisk A S	−7,279	19,167	$918,865
NVDA	Nvidia Corp	−6,345	39,195	$7,842,527
MDT	Medtronic plc	−6,101	15,173	$1,186,983
OKE	Oneok Inc /New/	−6,011	11,878	$1,032,673
NFLX	Netflix Inc	−5,858	13,343	$952,690
QCOM	Qualcomm Inc/De	−5,785	5,067	$936,330
MKC	Mccormick & Co Inc	−5,712	9,645	$486,300
TRI	Thomson Reuters Corp /Can/	−5,680	9,096	$742,870
WEC	Wec Energy Group, Inc.	−5,239	10,984	$1,282,601
GOOGL	Alphabet Inc.	−4,705	18,120	$6,438,149
SDCI	USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund	−4,295	26,031	$688,259
ORCL	Oracle Corp	−4,145	9,158	$1,342,104
O	Realty Income Corp	−4,127	11,165	$691,783
CSCO	Cisco Systems, Inc.	−4,076	4,470	$525,046
GILD	Gilead Sciences, Inc.	−3,768	9,579	$1,210,210
SHOP	Shopify Inc.	−3,699	7,566	$863,885
DIS	Walt Disney Co	−3,617	7,939	$764,128
XOM	ExxonMobil Holdings Corp	−3,569	10,862	$1,485,052
AMZN	Amazon Com Inc	−3,410	17,764	$4,233,871
SBUX	Starbucks Corp	−3,373	9,013	$921,038
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
JA	Janus Henderson AA-A CLO ETF	305,074	$15,403,186
GLDM	World Gold Trust	166,580	$13,229,783
—		257,219	$7,078,666
BUYZ	Franklin Disruptive Commerce ETF	65,210	$2,592,097
QQQ	Invesco Qqq Trust, Series 1	1,716	$1,263,662
ATO	Atmos Energy Corp	4,450	$766,601
RTX	RTX Corp	3,500	$664,055
GE	General Electric Co	1,642	$613,664
LGND	Ligand Pharmaceuticals Inc	1,772	$560,111
AFRM	Affirm Holdings, Inc.	6,600	$538,230
BROS	Dutch Bros Inc.	7,345	$527,444
CRDO	Credo Technology Group Holding Ltd	1,767	$480,535
SEI	Solaris Energy Infrastructure, Inc.	5,660	$455,403
IOT	Samsara Inc.	13,939	$452,041
UMBF	Umb Financial Corp	2,955	$421,855
PLXS	Plexus Corp	1,379	$414,623
DOCN	DigitalOcean Holdings, Inc.	2,433	$382,053
UNH	Unitedhealth Group Inc	762	$316,710
TMDX	TransMedics Group, Inc.	3,923	$260,565
EME	EMCOR Group, Inc.	290	$240,665
SPCX	Space Exploration Technologies Corp	1,393	$238,007
SO	Southern Co	2,450	$234,489
PANW	Palo Alto Networks Inc	687	$234,280
AMRX	Amneal Pharmaceuticals, Inc.	13,439	$232,629
DAL	Delta Air Lines, Inc.	2,386	$223,472
No positions match the current search.

Sold Out

Positions the filer fully exited

24 positions

Ticker	Company	Shares	Value
UDN	Invesco Db US Dollar Index Bearish Fund	144,143	$2,594,574
ACN	Accenture plc	6,766	$1,341,630
MAA	Mid America Apartment Communities Inc.	9,248	$1,129,365
EVMT	Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF	61,238	$1,060,642
PEN	Penumbra Inc	2,207	$724,712
PBH	Prestige Consumer Healthcare Inc.	8,728	$517,308
TSCO	Tractor Supply Co /De/	11,081	$501,969
PTC	Ptc Inc.	3,329	$474,349
ZTS	Zoetis Inc.	3,947	$466,574
PODD	Insulet Corp	1,966	$412,545
AON	Aon plc	1,215	$392,177
CSGP	Costar Group, Inc.	9,394	$378,953
COO	Cooper Companies, Inc.	4,853	$346,989
KNSL	Kinsale Capital Group, Inc.	901	$307,835
MORN	Morningstar, Inc.	1,623	$274,368
SNPS	Synopsys Inc	674	$267,227
SEIC	Sei Investments Co	3,179	$249,456
YUM	Yum Brands Inc	1,539	$239,283
UBER	Uber Technologies, Inc	3,281	$236,002
POOL	Pool Corp	1,125	$227,621
PYPL	PayPal Holdings, Inc.	4,831	$218,506
WTW	Willis Towers Watson PLC	749	$217,734
CASY	Caseys General Stores Inc	294	$213,990
VNET	VNET Group, Inc.	11,442	$95,998
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

203 tracked positions · $527,926,789 total · filing declares 235 positions · $530,311,849 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 203 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BNDW	Vanguard Total World Bond ETF	Reduced	738,400	-36,267	$86,089,443	+12.8%	16.31%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	1,220,664	+131,400	$78,503,909	+6862.8%	14.87%
VIGI	Vanguard International Dividend Appreciation ETF	Added	322,587	+73,749	$50,978,423	+38.3%	9.66%
		Added	1,167,356	+101,181	$45,030,247	−8.8%	8.53%
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	Added	110,686	+12,573	$16,981,446	+39.1%	3.22%
JA	Janus Henderson AA-A CLO ETF	NEW	305,074	NEW	$15,403,186	NEW	2.92%
GLDM	World Gold Trust	NEW	166,580	NEW	$13,229,783	NEW	2.51%
BAB	Invesco Taxable Municipal Bond ETF	Added	153,535	+37,863	$11,499,771	+35.9%	2.18%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	59,824	+5,783	$11,397,668	+58.7%	2.16%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	122,341	-270,304	$7,869,681	−35.8%	1.49%
NVDA	Nvidia Corp Technology	Reduced	39,195	-6,345	$7,842,527	−1.3%	1.49%
AAPL	Apple Inc. Technology	Added	26,997	+10,988	$7,811,851	+92.3%	1.48%
		NEW	257,219	NEW	$7,078,666	NEW	1.34%
VIG	Vanguard Dividend Appreciation ETF	Added	70,147	+11,783	$6,764,275	+30.7%	1.28%
GOOGL	Alphabet Inc. Communication Services	Reduced	18,120	-4,705	$6,438,149	−1.8%	1.22%
GSG	iShares S&P GSCI Commodity-Indexed Trust	Added	215,498	+45,719	$6,163,242	+12.6%	1.17%
VB	Vanguard Morningstar Small-Cap ETF	Added	13,175	+1,943	$4,628,418	+28.4%	0.88%
MSFT	Microsoft Corp Technology	Reduced	11,626	-1,261	$4,336,730	−9.1%	0.82%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	17,764	-3,410	$4,233,871	−4.0%	0.80%
AFK	VanEck Africa Index ETF	Added	41,589	+7,834	$3,880,347	+30.6%	0.74%
IBIT	iShares Bitcoin Trust ETF	Added	108,601	+47,489	$3,615,327	+54.0%	0.68%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Added	62,355	+8,029	$3,574,759	+43.1%	0.68%
AGNG	Global X Funds Global X Aging Population ETF	Reduced	57,824	-13,749	$3,452,671	−31.9%	0.65%
ACOM	Harbor Active Commodity ETF	Added	89,557	+9,712	$2,627,602	+6.1%	0.50%
BUYZ	Franklin Disruptive Commerce ETF	NEW	65,210	NEW	$2,592,097	NEW	0.49%
V	Visa Inc. Financial Services	Reduced	6,706	-2,183	$2,300,761	−14.4%	0.44%
SOFI	SoFi Technologies, Inc. Financial Services	Added	122,358	+113	$2,193,878	+13.0%	0.42%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	5,172	-1,857	$2,175,343	−16.8%	0.41%
ABBV	AbbVie Inc. Healthcare	Reduced	8,284	-2,623	$2,084,585	−12.1%	0.39%
AVGO	Broadcom Inc. Technology	Reduced	5,301	-613	$2,002,452	+9.4%	0.38%
LLY	ELI LILLY & Co Healthcare	Reduced	1,563	-358	$1,874,709	+6.1%	0.36%
TXN	Texas Instruments Inc Technology	Reduced	6,237	-2,559	$1,859,062	+8.9%	0.35%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Reduced	32,093	-81,827	$1,796,174	−72.0%	0.34%
VEU	Vanguard FTSE All-World Ex-US ETF	Reduced	11,351	-1,573	$1,781,539	−0.3%	0.34%
META	Meta Platforms, Inc. Communication Services	Reduced	3,082	-1,531	$1,736,059	−34.2%	0.33%
VXUS	Vanguard Total International Stock ETF	Reduced	19,954	-3,211	$1,705,867	−4.5%	0.32%
XOM	ExxonMobil Holdings Corp Energy	Reduced	10,862	-3,569	$1,485,052	−39.3%	0.28%
VZ	Verizon Communications Inc Communication Services	Reduced	33,102	-8,199	$1,401,538	−32.4%	0.27%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	3,843	-1,651	$1,355,349	−25.0%	0.26%
ORCL	Oracle Corp Technology	Reduced	9,158	-4,145	$1,342,104	−31.4%	0.25%
WEC	Wec Energy Group, Inc. Utilities	Reduced	10,984	-5,239	$1,282,601	−31.7%	0.24%
SNA	Snap-on Inc Industrials	Reduced	3,187	-1,521	$1,282,448	−25.0%	0.24%
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	Added	25,278	+7,655	$1,269,713	+44.2%	0.24%
QQQ	Invesco Qqq Trust, Series 1	NEW	1,716	NEW	$1,263,662	NEW	0.24%
WSO	Watsco Inc Industrials	Reduced	3,015	-971	$1,256,440	−13.4%	0.24%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	2,574	-50	$1,229,265	+38.6%	0.23%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	4,506	-1,680	$1,218,016	−36.6%	0.23%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	9,579	-3,768	$1,210,210	−34.9%	0.23%
MA	Mastercard Inc Financial Services	Reduced	2,347	-486	$1,205,419	−14.8%	0.23%
JNJ	Johnson & Johnson Healthcare	Reduced	4,729	-609	$1,201,024	−8.0%	0.23%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.