Top Institutional Investors

Alliance Wealth Advisors, LLC /UT — 13F Holdings & Portfolio

CIK 1893261 · latest 13F-HR filed 2026-07-23

Backtest portfolio

Alliance Wealth Advisors, LLC /UT manages $530.3M in 13F-reported U.S. long-equity assets across 235 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VONG (13.37%), VYM (9.61%), IVLU (5.62%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 39 new positions, exited 32, added to 62, and trimmed 113.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
1148 WEST LEGACY CROSSING BLVD.
SUITE 110
CENTERVILLE, UT 84014
Phone
(801) 683-6000
Filing Manager
Alliance Wealth Advisors, LLC /UT
Centerville, UT
Signatory
Chad Kelley
Chief Compliance Officer
Loading holdings…
AUM

$530.3M

Long-equity book

Holdings

235

Distinct positions

Period

2026-06-30

Filed 2026-07-23

Q/Q Activity

+39 / −32 / ↑62 / ↓113

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD SCOTTSDALE FDS$21.1M +42.2%
  • VANGUARD WHITEHALL FDS$14.1M +38.3%
  • ISHARES TR$6.3M +26.8%
  • SPDR SERIES TRUST$6.2M +28.0%
  • ISHARES TR$6.0M +31.1%
Show all 62 →

Top Trims

  • VANGUARD SCOTTSDALE FDS-$11.3M -42.7%
  • SPDR SERIES TRUST-$10.5M -39.7%
  • J P MORGAN EXCHANGE TRADED F-$4.7M -83.8%
  • GLOBAL X FDS-$1.6M -31.9%
  • EXXON MOBIL CORP-$963.5K -39.3%
Show all 113 →

New Positions

  • JANUS DETROIT STR TR$15.4M
  • WORLD GOLD TR$13.2M
  • ISHARES TR$10.4M
  • KRANESHARES TRUST$7.1M
  • SPDR SERIES TRUST$3.4M
Show all 39 →

Exited Positions

  • SPDR SERIES TRUST$6.2M
  • ISHARES TR$3.4M
  • INVESCO DB US DLR INDEX TR$2.6M
  • ISHARES TR$1.7M
  • ACCENTURE PLC IRELAND$1.3M
Show all 32 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD SCOTTSDALE FDS VONG 92206C680 $70.9M 13.37% 554,931 SH
2 VANGUARD WHITEHALL FDS VYM 921946406 $51.0M 9.61% 322,587 SH
3 ISHARES TR IVLU 46435G409 $29.8M 5.62% 712,335 SH
4 SPDR SERIES TRUST SPTS 78468R101 $28.5M 5.38% 983,283 SH
5 ISHARES TR IXUS 46432F834 $25.5M 4.80% 266,800 SH
6 VANGUARD ADMIRAL FDS INC VIOG 921932794 $17.0M 3.20% 110,686 SH
7 SPDR SERIES TRUST BIL 78468R663 $15.9M 3.00% 173,380 SH
8 JANUS DETROIT STR TR JAAA 47103U845 $15.4M 2.90% 305,074 SH
9 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $15.2M 2.86% 183,469 SH
10 WORLD GOLD TR GLDM 98149E303 $13.2M 2.49% 166,580 SH
11 INVESCO EXCH TRADED FD TR II SPLV 46138E354 $11.5M 2.17% 153,535 SH
12 SELECT SECTOR SPDR TR XLK 81369Y803 $11.4M 2.15% 59,824 SH
13 ISHARES TR MTUM 46432F396 $10.4M 1.97% 30,407 SH
14 NVIDIA CORPORATION NVDA 67066G104 $7.8M 1.48% 39,195 SH
15 APPLE INC AAPL 037833100 $7.8M 1.47% 26,997 SH
16 KRANESHARES TRUST KMLM 500767652 $7.1M 1.33% 257,219 SH
17 VANGUARD INDEX FDS VNQ 922908553 $6.8M 1.28% 70,147 SH
18 ISHARES S&P GSCI COMMODITY- GSG 46428R107 $6.2M 1.16% 215,498 SH
19 MICROSOFT CORP MSFT 594918104 $4.3M 0.82% 11,626 SH
20 AMAZON COM INC AMZN 023135106 $4.2M 0.80% 17,764 SH
21 VANGUARD INDEX FDS VTI 922908769 $4.2M 0.78% 11,232 SH
22 VANECK ETF TRUST REMX 92189H805 $3.6M 0.69% 41,237 SH
23 ISHARES BITCOIN TRUST ETF IBIT 46438F101 $3.6M 0.68% 108,601 SH
24 GLOBAL X FDS SHLD 37960A529 $3.5M 0.65% 57,824 SH
25 SPDR SERIES TRUST SPYM 78464A854 $3.4M 0.64% 38,656 SH
26 ALPHABET INC GOOG 02079K107 $3.3M 0.62% 9,256 SH
27 ALPHABET INC GOOGL 02079K305 $3.2M 0.60% 8,864 SH
28 ISHARES TR IEF 464287440 $3.0M 0.57% 31,763 SH
29 ISHARES TR IVV 464287200 $2.8M 0.54% 3,797 SH
30 ISHARES ETHEREUM TR ETHA 46438R105 $2.8M 0.52% 233,704 SH
31 HARBOR ETF TRUST HGER 41151J505 $2.6M 0.50% 89,557 SH
32 FRANKLIN TEMPLETON ETF TR FLJP 35473P744 $2.6M 0.49% 65,210 SH
33 VISA INC V 92826C839 $2.3M 0.43% 6,706 SH
34 SOFI TECHNOLOGIES INC SOFI 83406F102 $2.2M 0.41% 122,358 SH
35 TESLA INC TSLA 88160R101 $2.2M 0.41% 5,172 SH
36 ABBVIE INC ABBV 00287Y109 $2.1M 0.39% 8,284 SH
37 BROADCOM INC AVGO 11135F101 $2.0M 0.38% 5,301 SH
38 ELI LILLY & CO LLY 532457108 $1.9M 0.35% 1,563 SH
39 TEXAS INSTRS INC TXN 882508104 $1.9M 0.35% 6,237 SH
40 SPDR SERIES TRUST SPYG 78464A409 $1.8M 0.34% 15,373 SH
41 VANGUARD INTL EQUITY INDEX F VT 922042742 $1.8M 0.34% 11,351 SH
42 META PLATFORMS INC META 30303M102 $1.7M 0.33% 3,082 SH
43 VANGUARD STAR FDS VXUS 921909768 $1.7M 0.32% 19,954 SH
44 ISHARES TR WOOD 464288174 $1.7M 0.32% 25,315 SH
45 SPDR INDEX SHS FDS GNR 78463X541 $1.7M 0.31% 24,773 SH
46 EXXON MOBIL CORP XOM 30231G102 $1.5M 0.28% 10,862 SH
47 SPDR INDEX SHS FDS SPDW 78463X889 $1.4M 0.26% 27,846 SH
48 VERIZON COMMUNICATIONS INC VZ 92343V104 $1.4M 0.26% 33,102 SH
49 HOME DEPOT INC HD 437076102 $1.4M 0.26% 3,843 SH
50 ORACLE CORP ORCL 68389X105 $1.3M 0.25% 9,158 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-23 $530.3M 235 0001172661-26-002758
2026-03-31 2026-05-12 $462.3M 228 0001172661-26-001700
2025-12-31 2026-02-02 $461.7M 250 0001172661-26-000430
2025-09-30 2025-11-10 $426.6M 282 0001172661-25-004658
2025-06-30 2025-08-14 $416.2M 270 0001172661-25-003387