Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies

CIK

2106763

Location

LYNCHBURG, VA

Portfolio Value

Micro $2,505,470

Diversification

Diversified

Filing Date

Global Rank

#7,234 / 8,232 ▲ 214

Top Industry

Farm & Heavy Construction Machinery 22.5%

3Y Alpha vs SPY

-10.9%

Period ended 2 months ago

Filed Apr 28, 2026 · 47d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

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

Cloned portfolio

+6.0%

SPY

+9.1%

Annualised alpha

-10.9%

Max drawdown

−9.0%

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

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

Top Position

14.9%

−1.2 pts

Top 5

50.9%

+2.4 pts

Top 10

69.3%

+2.0 pts

HHI

702

Diversified+41

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	33.6%	$8,135,646	7
Technology	27.1%	$6,573,136	5
Consumer Defensive	10.3%	$2,505,470	2
Financial Services	10.0%	$2,430,625	5
Healthcare	6.1%	$1,477,974	4
Unclassified	3.7%	$905,730	2
Communication Services	3.4%	$816,670	1
Energy	2.2%	$525,946	1
Consumer Cyclical	2.0%	$483,549	2
Utilities	1.5%	$372,524	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	+421	2,764	$1,023,149
CSCO	Cisco Systems, Inc.	+304	6,038	$468,488
JNJ	Johnson & Johnson	+216	1,893	$462,724
XOM	Exxon Mobil Corp	+158	3,100	$525,946
IDCC	InterDigital, Inc.	+56	2,851	$861,002
SPY	Spdr S&P 500 ETF Trust	+2	775	$504,013
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
BHRB	Burke & Herbert Financial Services Corp.	−3,355	5,685	$354,118
WMT	Walmart Inc.	−753	18,113	$2,251,083
AAPL	Apple Inc.	−385	14,182	$3,599,249
DUK	Duke Energy CORP	−53	2,845	$372,524
AMZN	Amazon Com Inc	−16	1,060	$220,766
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
CEG	Constellation Energy Corp	702	$247,995
BRK-B	Berkshire Hathaway Inc	409	$205,583
TY	TRI-CONTINENTAL Corp	6,272	$204,843
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

2 positions · $2,505,470 total · Consumer Defensive only · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
WMT	Walmart Inc. Consumer Defensive	Reduced	18,113	-753	$2,251,083	+7.1%	89.85%
KO	Coca Cola Co Consumer Defensive	Held	3,345	0	$254,387	+8.8%	10.15%