Alliance Private Wealth, LLC
Alliance Private Wealth, LLC reported 82 positions worth $287.8M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: IUSG (9.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IUSG | SH | $27.7M | 9.64% | 147,476 | — | — | |
| ▸ 2 | IUSV | SH | $22.9M | 7.95% | 207,767 | — | — | |
| ▸ 3 | PYLD | SH | $19.8M | 6.87% | 745,869 | — | — | |
| ▸ 4 | IDEV | SH | $13.5M | 4.69% | 151,550 | — | — | |
| ▸ 5 | PMBS | SH | $13.3M | 4.63% | 270,165 | — | — | |
| ▸ 6 | IJH | SH | $13.1M | 4.56% | 170,319 | — | — | |
| ▸ 7 | VO | SH | $9.4M | 3.26% | 116,476 | — | — | |
| ▸ 8 | IJR | SH | $9.0M | 3.14% | 60,995 | — | — | |
| ▸ 9 | XLK | SH | $8.8M | 3.05% | 46,082 | — | — | |
| ▸ 10 | CGMU | SH | $8.7M | 3.01% | 315,801 | — | — |
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Frequently Asked Questions
What stocks does Alliance Private Wealth, LLC hold as of Q2 2026?
Alliance Private Wealth, LLC reported 82 positions worth $287.8M in its Q2 2026 13F filing. Largest positions: IUSG (9.6%), IUSV (8.0%), PYLD (6.9%), IDEV (4.7%) and PMBS (4.6%).
What did Alliance Private Wealth, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Alliance Private Wealth, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.