Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies reported 65 positions worth $127.3M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: VTI (18.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTI | SH | $24.1M | 18.94% | 65,156 | — | — | |
| ▸ 2 | VBR | SH | $7.9M | 6.17% | 32,314 | — | — | |
| ▸ 3 | DFAC | SH | $6.3M | 4.92% | 141,178 | — | — | |
| ▸ 4 | VBK | SH | $5.3M | 4.16% | 14,461 | — | — | |
| ▸ 5 | VSS | SH | $5.1M | 4.01% | 33,046 | — | — | |
| ▸ 6 | CAT | SH | $4.9M | 3.83% | 4,573 | — | — | |
| ▸ 7 | VTV | SH | $4.7M | 3.69% | 21,564 | — | — | |
| ▸ 8 | VB | SH | $4.2M | 3.32% | 13,935 | — | — | |
| ▸ 9 | DFIV | SH | $4.1M | 3.22% | 75,968 | — | — | |
| ▸ 10 | VXUS | SH | $4.1M | 3.21% | 47,754 | — | — |
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Frequently Asked Questions
What stocks does Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies hold as of Q2 2026?
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies reported 65 positions worth $127.3M in its Q2 2026 13F filing. Largest positions: VTI (18.9%), VBR (6.2%), DFAC (4.9%), VBK (4.2%) and VSS (4.0%).
What did Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 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.