Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies: 13F holdings
CIK 21067632026Q2
| Positions | 65 |
|---|---|
| Reported value | $127.3m |
| Filed | 2026-07-22 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VTI VANGUARD INDEX FDS | 65,156 | $24.1m | 18.9% |
| VBR VANGUARD INDEX FDS | 32,314 | $7.9m | 6.2% |
| DIMENSIONAL ETF TRUST | 141,178 | $6.3m | 4.9% |
| VBK VANGUARD INDEX FDS | 14,461 | $5.3m | 4.2% |
| VSS VANGUARD INTL EQUITY INDEX F | 33,046 | $5.1m | 4.0% |
| CAT CATERPILLAR INC | 4,573 | $4.9m | 3.8% |
| VTV VANGUARD INDEX FDS | 21,564 | $4.7m | 3.7% |
| VB VANGUARD INDEX FDS | 13,935 | $4.2m | 3.3% |
| DFIV DIMENSIONAL ETF TRUST | 75,968 | $4.1m | 3.2% |
| VXUS VANGUARD STAR FDS | 47,754 | $4.1m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2106763")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.