1y return+18.3%S&P 500 +20.9%
3y return+44.7%S&P 500 +68.5%
5y return+42.4%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2020: $162 against $200 in the S&P 500.2
Alliance Wealth Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| DGROIshares Tr | $30.4M | 12.2% | +3.1% |
| UITBVictory Portfolios II | $27.6M | 11.0% | +1.5% |
| QQQInvesco Qqq Tr | $16.3M | 6.5% | +2.0% |
| IDEQLazard Active Etf Tr | $16.0M | 6.4% | New |
| AVUVAmerican Centy Etf Tr | $13.7M | 5.5% | +3.1% |
| VOVanguard Index Fds | $13.4M | 5.3% | +5.3% |
| VTVVanguard Index Fds | $13.2M | 5.3% | +5.8% |
| AAPLApple Inc | $4.7M | 1.9% | −1.1% |
| GOOGLAlphabet Inc | $4.1M | 1.6% | −5.2% |
| GLDSpdr Gold Tr | $4.0M | 1.6% | −1.5% |
| MSFTMicrosoft Corp | $3.7M | 1.5% | +1.4% |
| ECHOEchostar Corp | $3.6M | 1.4% | |
| PFISPeoples Finl Svcs Corp | $3.0M | 1.2% | |
| TDGTransdigm Group Inc | $2.6M | 1.0% | −2.4% |
| BRK/BBerkshire Hathaway Inc Del | $2.4M | 0.9% | −2.1% |
| IJHIshares Tr | $2.1M | 0.9% | −13.7% |
| AMZNAmazon Com Inc | $2.1M | 0.8% | +6.0% |
| VTIVanguard Index Fds | $2.1M | 0.8% | |
| IXUSIshares Tr | $2.0M | 0.8% | +4.8% |
| DISDisney Walt Co | $1.8M | 0.7% | −3.5% |
| Exxon Mobil CorpCUSIP 30231G102 | $1.8M | 0.7% | −2.0% |
| NVDANvidia Corporation | $1.7M | 0.7% | +10.8% |
| MRKMerck & Co Inc | $1.7M | 0.7% | −2.9% |
| METAMeta Platforms Inc | $1.5M | 0.6% | +3.2% |
| PMPhilip Morris Intl Inc | $1.5M | 0.6% | +1.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| ECHOEchostar Corp | March 31, 2024 | +612.3% | $3.6M |
| GLWCorning Inc | September 30, 2024 | +465.7% | $1.0M |
| NVDANvidia Corporation | June 30, 2023 | +373.0% | $1.7M |
| GOOGLAlphabet Inc | December 31, 2020 | +307.8% | $4.1M |
| GOOGAlphabet Inc | December 31, 2020 | +303.4% | $1.3M |
| AMDAdvanced Micro Devices Inc | December 31, 2023 | +294.1% | $1.5M |
| Exxon Mobil CorpCUSIP 30231G102 | December 31, 2020 | +231.7% | $1.8M |
| BNYBank Of Ny Mellon Corp | March 31, 2023 | +218.2% | $1.3M |
| JPMJpmorgan Chase & Co | December 31, 2020 | +157.6% | $1.4M |
| ABBVAbbvie Inc | December 31, 2020 | +134.9% | $1.2M |
Sold off last quarter
- VEAVanguard Tax-managed Fds was $520K
- SBUXStarbucks Corp was $464K
- CGBLCapital Group Core Balanced was $216K
- IBITIshares Bitcoin Trust Etf was $210K
- EXCExelon Corp was $204K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.3% | +14.8% |
| March 31, 2026 | −0.3% | −4.6% |
| December 31, 2025 | +2.4% | +2.4% |
| September 30, 2025 | +7.0% | +7.8% |
| June 30, 2025 | +5.0% | +10.5% |
| March 31, 2025 | −1.3% | −4.6% |
| December 31, 2024 | −1.0% | +2.1% |
| September 30, 2024 | +6.4% | +5.4% |
| June 30, 2024 | +0.3% | +4.0% |
| March 31, 2024 | +6.1% | +10.0% |
| December 31, 2023 | +9.5% | +11.2% |
| September 30, 2023 | −3.8% | −3.6% |
| June 30, 2023 | +3.4% | +8.3% |
| March 31, 2023 | +3.3% | +7.0% |
| December 31, 2022 | +8.9% | +7.1% |
| September 30, 2022 | −6.5% | −5.3% |
| June 30, 2022 | −12.9% | −16.5% |
| March 31, 2022 | −2.7% | −4.9% |
| December 31, 2021 | +7.9% | +10.7% |
| September 30, 2021 | −1.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Alliance Wealth Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1849724&type=13F-HR&dateb=&owner=include&count=40CIK 1849724
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1849724/000137647426000476/Filed July 9, 2026 · accession 0001376474-26-000476