Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 2, 2026, for the 2025 Q4 period, Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies held in its portfolio 66 assets valued at $106,609,607 (i.e. $106.61M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($19.20M), VANGUARD INDEX FDS ($5.74M), and DIMENSIONAL ETF TRUST ($5.59M).
The chart below shows the top 10 valuable assets, and the table below shows the top 66 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 57258 | 19196909 | TOTAL STK MKT |
| VANGUARD INDEX FDS | 27094 | 5738310 | SM CP VAL ETF |
| DIMENSIONAL ETF TRUST | 141178 | 5589256 | US CORE EQUITY 2 |
| VANGUARD INTL EQUITY INDEX F | 29581 | 4239886 | FTSE SMCAP ETF |
| APPLE INC | 14567 | 3960278 | COM |
| VANGUARD INDEX FDS | 12714 | 3841161 | SML CP GRW ETF |
| VANGUARD INDEX FDS | 19775 | 3776824 | VALUE ETF |
| DIMENSIONAL ETF TRUST | 68793 | 3432749 | INTERNATNAL VAL |
| VANGUARD BD INDEX FDS | 42664 | 3322676 | INTERMED TERM |
| VANGUARD INDEX FDS | 12540 | 3234812 | SMALL CP ETF |
| VANGUARD STAR FDS | 40798 | 3077797 | VG TL INTL STK F |
| VANGUARD INTL EQUITY INDEX F | 54403 | 2924698 | FTSE EMR MKT ETF |
| VANGUARD INDEX FDS | 9209 | 2899056 | LARGE CAP ETF |
| CATERPILLAR INC | 4573 | 2619735 | COM |
| VANGUARD INDEX FDS | 4866 | 2374040 | GROWTH ETF |
| VANGUARD BD INDEX FDS | 27130 | 2138079 | SHORT TRM BOND |
| WALMART INC | 18866 | 2101861 | COM |
| VANGUARD WHITEHALL FDS | 13848 | 1987465 | HIGH DIV YLD |
| VANGUARD SPECIALIZED FUNDS | 8802 | 1934504 | DIV APP ETF |
| PACCAR INC | 17364 | 1901532 | COM |
| DIMENSIONAL ETF TRUST | 22685 | 1580469 | US SMALL CAP ETF |
| DIMENSIONAL ETF TRUST | 39170 | 1488443 | INTL SMALL CAP V |
| JPMORGAN CHASE & CO. | 4198 | 1352680 | COM |
| NORFOLK SOUTHN CORP | 3968 | 1145641 | COM |
| MICROSOFT CORP | 2343 | 1133122 | COM |
| VANGUARD WORLD FD | 2540 | 1048634 | MEGA GRWTH IND |
| DIMENSIONAL ETF TRUST | 22141 | 1031542 | US MKTWIDE VALUE |
| VANGUARD INDEX FDS | 3252 | 943885 | MID CAP ETF |
| VANGUARD TAX-MANAGED FDS | 14305 | 893633 | VAN FTSE DEV MKT |
| INTERDIGITAL INC | 2795 | 889872 | COM |
| ALPHABET INC | 2840 | 888920 | CAP STK CL A |
| VANGUARD MALVERN FDS | 17109 | 846189 | STRM INFPROIDX |
| ALPHABET INC | 2209 | 693184 | CAP STK CL C |
| DIMENSIONAL ETF TRUST | 20581 | 673621 | WORLD EX US CORE |
| VANGUARD SCOTTSDALE FDS | 10170 | 597267 | SHORT TERM TREAS |
| BURKE HERBERT FINL SVCS CORP | 9040 | 563282 | COM |
| TEXAS INSTRS INC | 3200 | 555168 | COM |
| HUNTINGTON INGALLS INDS INC | 1567 | 532890 | COM |
| SPDR S&P 500 ETF TR | 773 | 527372 | TR UNIT |
| UNITEDHEALTH GROUP INC | 1571 | 518603 | COM |
| VANGUARD INTL EQUITY INDEX F | 6467 | 475691 | ALLWRLD EX US |
| VANGUARD INDEX FDS | 711 | 446202 | S&P 500 ETF SHS |
| CISCO SYS INC | 5734 | 441690 | COM |
| INVESCO QQQ TR | 696 | 427560 | UNIT SER 1 |
| CUMMINS INC | 824 | 420611 | COM |
| ELI LILLY & CO | 387 | 415901 | COM |
| ROYAL BK CDA | 2240 | 381898 | COM |
| ISHARES TR | 4820 | 373695 | EAFE SML CP ETF |
| ISHARES TR | 6038 | 360294 | SELECT US REIT |
| EXXON MOBIL CORP | 2942 | 354040 | COM |
| FEDEX CORP | 1214 | 350676 | COM |
| JOHNSON & JOHNSON | 1677 | 347055 | COM |
| DUKE ENERGY CORP NEW | 2898 | 339675 | COM NEW |
| AMERICAN EXPRESS CO | 913 | 337764 | COM |
| VANGUARD INTL EQUITY INDEX F | 2331 | 328752 | TT WRLD ST ETF |
| ISHARES TR | 435 | 298100 | CORE S&P500 ETF |
| HOME DEPOT INC | 799 | 274936 | COM |
| UNION PAC CORP | 1156 | 267406 | COM |
| AMAZON COM INC | 1076 | 248362 | COM |
| CONSTELLATION ENERGY CORP | 702 | 247996 | COM |
| COCA COLA CO | 3345 | 233849 | COM |
| ADAMS DIVERSIFIED EQUITY FD | 9277 | 216340 | COM |
| EA SERIES TRUST | 9000 | 209700 | EA BRIDGEWAY OMN |
| BERKSHIRE HATHAWAY INC DEL | 409 | 205584 | CL B NEW |
| MERCK & CO INC | 1947 | 204941 | COM |
| TRI CONTL CORP | 6272 | 204844 | COM |
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