Alliance Wealth Advisors, LLC /UT

CIK

1893261

Location

Centerville, UT

Portfolio Value

Small $156,847,302

Diversification

Diversified

Filing Date

Global Rank

#4,727 / 8,603 ▼ 688 · as of Mar 2026

Top Industry

Semiconductors 10.5%

3Y Alpha vs SPY

-10.7%

Period ended 3 months ago

Filed May 12, 2026 · 58d

14 quarters · since Dec 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+32.7%

SPY

+76.0%

Annualised alpha

-10.8%

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

173 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.1%

+0.7 pts

Top 5

17.0%

+0.2 pts

Top 10

25.8%

−0.2 pts

HHI

130

Diversified+2

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	25.0%	$39,249,652	36
Healthcare	13.1%	$20,529,809	28
Industrials	11.8%	$18,461,177	26
Financial Services	10.5%	$16,465,183	22
Consumer Cyclical	9.3%	$14,588,283	13
Unclassified	8.6%	$13,536,878	6
Communication Services	7.5%	$11,696,828	7
Consumer Defensive	5.3%	$8,323,983	15
Energy	3.0%	$4,688,578	7
Utilities	2.3%	$3,575,723	4
Real Estate	2.2%	$3,467,281	6
Basic Materials	1.4%	$2,263,927	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

19 positions

Ticker	Company	Δ Shares	Shares	Value
GSG	iShares S&P GSCI Commodity-Indexed Trust	+64,790	169,779	$5,475,372
UDN	Invesco Db US Dollar Index Bearish Fund	+62,197	144,143	$2,594,574
ETHA	iShares Ethereum Trust ETF	+57,956	109,511	$1,733,559
IBIT	iShares Bitcoin Trust ETF	+29,739	61,112	$2,347,923
CME	Cme Group Inc.	+4,395	5,871	$1,733,999
MDLZ	Mondelez International, Inc.	+3,879	8,797	$507,059
CSGP	Costar Group, Inc.	+3,045	9,394	$378,953
T	At&T Inc.	+1,943	13,821	$400,670
NVO	Novo Nordisk A S	+1,168	26,446	$971,890
PYPL	PayPal Holdings, Inc.	+792	4,831	$218,506
PLTR	Palantir Technologies Inc.	+190	1,821	$266,375
WMT	Walmart Inc.	+152	2,348	$291,809
AAPL	Apple Inc.	+149	16,009	$4,062,924
COST	Costco Wholesale Corp /New	+65	519	$517,147
AMGN	Amgen Inc	+38	836	$294,146
SYY	Sysco Corp	+25	7,496	$534,689
LHX	L3harris Technologies, Inc. /De/	+12	708	$244,366
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+5	2,624	$886,780
SPY	Spdr S&P 500 ETF Trust	+2	334	$217,213
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VZ	Verizon Communications Inc	−17,156	41,301	$2,073,310
MRK	Merck & Co., Inc.	−14,740	4,408	$530,238
ORCL	Oracle Corp	−11,277	13,303	$1,957,004
AMZN	Amazon Com Inc	−11,004	21,174	$4,409,908
O	Realty Income Corp	−10,824	15,292	$935,564
MDT	Medtronic plc	−10,029	21,274	$1,843,392
OKE	Oneok Inc /New/	−9,168	17,889	$1,616,986
MKC	Mccormick & Co Inc	−8,428	15,357	$774,607
WEC	Wec Energy Group, Inc.	−8,190	16,223	$1,878,136
NVDA	Nvidia Corp	−8,055	45,540	$7,942,176
SHOP	Shopify Inc.	−7,701	11,265	$1,336,254
SBUX	Starbucks Corp	−7,322	12,386	$1,109,661
GILD	Gilead Sciences, Inc.	−6,364	13,347	$1,860,171
NFLX	Netflix Inc	−6,137	19,201	$1,846,176
ARES	Ares Management Corp	−6,095	11,449	$1,249,085
QCOM	Qualcomm Inc/De	−5,495	10,852	$1,397,520
MAA	Mid America Apartment Communities Inc.	−5,210	9,248	$1,129,365
GOOGL	Alphabet Inc.	−5,133	11,629	$3,344,035
ABT	Abbott Laboratories	−5,094	3,371	$346,100
DIS	Walt Disney Co	−4,974	11,556	$1,113,767
UL	Unilever PLC	−4,549	10,204	$581,321
AWK	American Water Works Company, Inc.	−4,542	7,942	$1,080,826
MNST	Monster Beverage Corp	−4,449	9,687	$701,920
TXN	Texas Instruments Inc	−4,334	8,796	$1,707,655
ACN	Accenture plc	−4,303	6,766	$1,341,630
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
TRI	Thomson Reuters Corp /Can/	14,776	$1,329,544
CRS	Carpenter Technology Corp	1,492	$588,071
RBRK	Rubrik, Inc.	10,262	$502,530
NOVT	Novanta Inc	4,129	$487,676
MIR	Mirion Technologies, Inc.	22,205	$412,790
LRCX	Lam Research Corp	1,876	$400,826
CELH	Celsius Holdings, Inc.	10,248	$363,599
AMD	Advanced Micro Devices Inc	1,229	$250,015
GEV	GE Vernova Inc.	284	$247,903
AMAT	Applied Materials Inc /De	717	$245,063
CAT	Caterpillar Inc	313	$221,747
WTW	Willis Towers Watson PLC	749	$217,734
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
GLDM	World Gold Trust	87,251	$7,448,617
KMB	Kimberly Clark Corp	10,321	$1,041,285
BSX	Boston Scientific Corp	10,887	$1,038,075
RTX	RTX Corp	5,212	$955,880
ADBE	Adobe Inc.	2,396	$838,576
INTU	Intuit Inc.	1,056	$699,515
CWAN	Clearwater Analytics Holdings, Inc.	22,394	$540,143
SPSC	Sps Commerce Inc	4,541	$404,739
PAYC	Paycom Software, Inc.	2,378	$378,958
CRDO	Credo Technology Group Holding Ltd	2,579	$371,092
ILMN	Illumina, Inc.	2,396	$314,259
DUOL	Duolingo, Inc.	1,633	$286,591
XYZ	Block, Inc.	4,115	$267,845
GIS	General Mills Inc	5,681	$264,166
UNH	Unitedhealth Group Inc	797	$263,097
WDAY	Workday, Inc.	1,174	$252,151
EME	EMCOR Group, Inc.	407	$248,998
FDS	Factset Research Systems Inc	846	$245,500
NKE	NIKE, Inc.	3,840	$244,646
ICLR	Icon PLC	1,332	$242,717
SAP	Sap SE	935	$227,120
EMBJ	Embraer S.A.	3,498	$225,166
BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	9,485	$221,095
MAIN	Main Street Capital CORP	3,500	$211,365
DEO	Diageo PLC	2,375	$204,891
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

173 positions · $156,847,302 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 173 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	45,540	-8,055	$7,942,176	−20.5%	5.06%
GSG	iShares S&P GSCI Commodity-Indexed Trust	Added	169,779	+64,790	$5,475,372	+126.2%	3.49%
MSFT	Microsoft Corp Technology	Reduced	12,887	-4,091	$4,770,380	−41.9%	3.04%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	21,174	-11,004	$4,409,908	−40.6%	2.81%
AAPL	Apple Inc. Technology	Added	16,009	+149	$4,062,924	−5.8%	2.59%
GOOGL	Alphabet Inc. Communication Services	Reduced	11,629	-5,133	$3,344,035	−36.3%	2.13%
V	Visa Inc. Financial Services	Reduced	8,889	-3,755	$2,686,611	−39.4%	1.71%
META	Meta Platforms, Inc. Communication Services	Reduced	4,613	-842	$2,639,235	−26.7%	1.68%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	7,029	-2,257	$2,613,030	−37.4%	1.67%
UDN	Invesco Db US Dollar Index Bearish Fund	Added	144,143	+62,197	$2,594,574	+73.6%	1.65%
ABBV	AbbVie Inc. Healthcare	Reduced	10,907	-3,879	$2,372,163	−29.8%	1.51%
IBIT	iShares Bitcoin Trust ETF	Added	61,112	+29,739	$2,347,923	+50.7%	1.50%
VZ	Verizon Communications Inc Communication Services	Reduced	41,301	-17,156	$2,073,310	−12.9%	1.32%
ORCL	Oracle Corp Technology	Reduced	13,303	-11,277	$1,957,004	−59.2%	1.25%
SOFI	SoFi Technologies, Inc. Financial Services	Reduced	122,245	-74	$1,941,250	−39.4%	1.24%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	6,186	-2,953	$1,922,546	−31.2%	1.23%
WEC	Wec Energy Group, Inc. Utilities	Reduced	16,223	-8,190	$1,878,136	−27.1%	1.20%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	13,347	-6,364	$1,860,171	−23.1%	1.19%
NFLX	Netflix Inc Communication Services	Reduced	19,201	-6,137	$1,846,176	−22.3%	1.18%
MDT	Medtronic plc Healthcare	Reduced	21,274	-10,029	$1,843,392	−38.7%	1.18%
AVGO	Broadcom Inc. Technology	Reduced	5,914	-2,117	$1,830,442	−34.1%	1.17%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	5,494	-2,177	$1,806,921	−31.5%	1.15%
RSG	Republic Services, Inc. Industrials	Reduced	8,134	-4,195	$1,781,508	−31.8%	1.14%
LLY	ELI LILLY & Co Healthcare	Reduced	1,921	-946	$1,766,878	−42.7%	1.13%
CME	Cme Group Inc. Financial Services	Added	5,871	+4,395	$1,733,999	+330.2%	1.11%
ETHA	iShares Ethereum Trust ETF	Added	109,511	+57,956	$1,733,559	+49.9%	1.11%
SNA	Snap-on Inc Industrials	Reduced	4,708	-2,437	$1,710,039	−30.5%	1.09%
TXN	Texas Instruments Inc Technology	Reduced	8,796	-4,334	$1,707,655	−25.0%	1.09%
OKE	Oneok Inc /New/ Energy	Reduced	17,889	-9,168	$1,616,986	−18.7%	1.03%
WSO	Watsco Inc Industrials	Reduced	3,986	-2,115	$1,450,066	−29.5%	0.92%
MA	Mastercard Inc Financial Services	Reduced	2,833	-1,345	$1,415,536	−40.7%	0.90%
PSLV	Sprott Physical Silver Trust Financial Services	Held	58,008	0	$1,414,815	+3.1%	0.90%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	4,852	-2,370	$1,409,457	−21.0%	0.90%
QCOM	Qualcomm Inc/De Technology	Reduced	10,852	-5,495	$1,397,520	−50.0%	0.89%
STRL	Sterling Infrastructure, Inc. Industrials	Reduced	3,405	-1,127	$1,386,754	−0.1%	0.88%
ADP	Automatic Data Processing Inc Technology	Reduced	6,770	-3,249	$1,375,528	−46.6%	0.88%
ACN	Accenture plc Technology	Reduced	6,766	-4,303	$1,341,630	−54.8%	0.86%
SHOP	Shopify Inc. Technology	Reduced	11,265	-7,701	$1,336,254	−56.2%	0.85%
TRI	Thomson Reuters Corp /Can/ Industrials	NEW	14,776	NEW	$1,329,544	NEW	0.85%
JNJ	Johnson & Johnson Healthcare	Reduced	5,338	-2,923	$1,304,820	−23.7%	0.83%
IBM	International Business Machines Corp Technology	Reduced	5,295	-4,261	$1,283,455	−54.7%	0.82%
ARES	Ares Management Corp Financial Services	Reduced	11,449	-6,095	$1,249,085	−56.0%	0.80%
CW	Curtiss Wright Corp Industrials	Reduced	1,783	-1,368	$1,214,436	−30.1%	0.77%
GLD	Spdr Gold Trust	Reduced	2,715	-251	$1,168,237	−0.6%	0.74%
MAA	Mid America Apartment Communities Inc. Real Estate	Reduced	9,248	-5,210	$1,129,365	−43.8%	0.72%
BA	Boeing Co Industrials	Reduced	5,626	-2,634	$1,119,742	−37.6%	0.71%
DIS	Walt Disney Co Communication Services	Reduced	11,556	-4,974	$1,113,767	−40.8%	0.71%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	12,386	-7,322	$1,109,661	−33.1%	0.71%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,261	-675	$1,083,471	−26.6%	0.69%
AWK	American Water Works Company, Inc. Utilities	Reduced	7,942	-4,542	$1,080,826	−33.7%	0.69%