1y return+6.9%S&P 500 +20.9%
3y return+28.6%S&P 500 +68.5%
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, 2022: $142 against $195 in the S&P 500.2
Alliance Wealth Advisors, LLC /UTS&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 |
|---|---|---|---|
| VONGVanguard Scottsdale Fds | $70.9M | 13.4% | +22.1% |
| VYMVanguard Whitehall Fds | $51.0M | 9.6% | +29.6% |
| IVLUIshares Tr | $29.8M | 5.6% | +20.3% |
| SPTSSpdr Series Trust | $28.5M | 5.4% | +28.8% |
| IXUSIshares Tr | $25.5M | 4.8% | +19.0% |
| VIOGVanguard Admiral Fds Inc | $17.0M | 3.2% | +12.8% |
| BILSpdr Series Trust | $15.9M | 3.0% | −39.7% |
| JAAAJanus Detroit Str Tr | $15.4M | 2.9% | New |
| VCITVanguard Scottsdale Fds | $15.2M | 2.9% | −42.7% |
| GLDMWorld Gold Tr | $13.2M | 2.5% | New |
| SPLVInvesco Exch Traded Fd Tr II | $11.5M | 2.2% | +32.7% |
| XLKSelect Sector Spdr Tr | $11.4M | 2.2% | +10.7% |
| MTUMIshares Tr | $10.4M | 2.0% | New |
| NVDANvidia Corporation | $7.8M | 1.5% | −13.9% |
| AAPLApple Inc | $7.8M | 1.5% | +68.6% |
| KMLMKraneshares Trust | $7.1M | 1.3% | New |
| VNQVanguard Index Fds | $6.8M | 1.3% | +20.2% |
| GSGIshares S&p Gsci Commodity- | $6.2M | 1.2% | +26.9% |
| MSFTMicrosoft Corp | $4.3M | 0.8% | −9.8% |
| AMZNAmazon Com Inc | $4.2M | 0.8% | −16.1% |
| VTIVanguard Index Fds | $4.2M | 0.8% | |
| REMXVaneck Etf Trust | $3.6M | 0.7% | +22.2% |
| IBITIshares Bitcoin Trust Etf | $3.6M | 0.7% | +77.7% |
| SHLDGlobal X Fds | $3.5M | 0.7% | −19.2% |
| SPYMSpdr Series Trust | $3.4M | 0.6% | New |
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 |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2023 | +373.0% | $7.8M |
| GOOGLAlphabet Inc | December 31, 2022 | +305.0% | $3.2M |
| GOOGAlphabet Inc | December 31, 2022 | +298.2% | $3.3M |
| SOFISofi Technologies Inc | December 31, 2022 | +288.9% | $2.2M |
| SPYGSpdr Series Trust | December 31, 2022 | +134.8% | $1.8M |
| LLYEli Lilly & Co | September 30, 2023 | +123.3% | $1.9M |
| AAPLApple Inc | December 31, 2022 | +122.7% | $7.8M |
| IVVIshares Tr | December 31, 2022 | +94.9% | $2.8M |
| TXNTexas Instrs Inc | June 30, 2023 | +65.6% | $1.9M |
| VVisa Inc | December 31, 2022 | +65.1% | $2.3M |
Sold off last quarter
- SPHYSpdr Series Trust was $6.2M
- ICVTIshares Tr was $3.4M
- UDNInvesco Db Us Dlr Index Tr was $2.6M
- REZIshares Tr was $1.7M
- Accenture PLC IrelandCUSIP G1151C101 was $1.3M
- Thomson Reuters CorpCUSIP 884903808 was $1.3M
- MAAMid-amer Apt Cmntys Inc was $1.1M
- PDBCInvesco Actvely Mngd Etc Fd was $1.1M
- PENPenumbra Inc was $725K
- PBHPrestige Consmr Healthcare I was $517K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.3% | +14.8% |
| March 31, 2026 | −3.1% | −4.6% |
| December 31, 2025 | −0.9% | +2.4% |
| September 30, 2025 | +3.9% | +7.8% |
| June 30, 2025 | +5.4% | +10.5% |
| March 31, 2025 | −1.6% | −4.6% |
| December 31, 2024 | +0.1% | +2.1% |
| September 30, 2024 | +5.6% | +5.4% |
| June 30, 2024 | −0.8% | +4.0% |
| March 31, 2024 | +6.3% | +10.0% |
| December 31, 2023 | +8.7% | +11.2% |
| September 30, 2023 | −4.2% | −3.6% |
| June 30, 2023 | +4.0% | +8.3% |
| March 31, 2023 | +6.1% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Alliance Wealth Advisors, LLC /UT Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1893261&type=13F-HR&dateb=&owner=include&count=40CIK 1893261
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1893261/000117266126002758/Filed July 23, 2026 · accession 0001172661-26-002758