Alliance Wealth Advisors, LLC

CIK 0001849724 • 7 13F filings • Apr 11, 2025 – Oct 14, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $195.6M143 positionsView on SEC.gov

			% of Portfolio
AB ACTIVE ETFS INC	TAX AWARE SHRT	$246K	0.1%Prev: 0.1%	9,800 SH	Decreased-300 SH
ABBVIE INC	COM	$947K	0.5%Prev: 0.5%	5,099 SH	Decreased+61 SH
ADVANCED MICRO DEVICES INC	COM	$359K	0.2%Prev: 0.2%	2,533 SH	Decreased+30 SH
AIR PRODS & CHEMS INC	COM	$399K	0.2%	1,413 SH	New
ALPHABET INC	CAP STK CL A	$2.5M	1.3%Prev: 1.5%	13,997 SH	Decreased+2,034 SH
ALPHABET INC	CAP STK CL C	$661K	0.3%Prev: 0.5%	3,729 SH	Decreased+25 SH
ALTRIA GROUP INC	COM	$359K	0.2%Prev: 0.2%	6,117 SH	Decreased+136 SH
AMAZON COM INC	COM	$1.7M	0.9%Prev: 0.8%	7,766 SH	Decreased-535 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$9.1M	4.6%Prev: 5.1%	99,718 SH	Decreased-6,457 SH
AMERICAN TOWER CORP NEW	COM	$334K	0.2%	1,513 SH	New
AMGEN INC	COM	$357K	0.2%Prev: 0.2%	1,278 SH	Decreased-21 SH
AMPLIFY ETF TR	CWP ENHANCED DIV	$808K	0.4%Prev: 0.4%	18,984 SH	Decreased-3,771 SH
APPLE INC	COM	$3.5M	1.8%Prev: 1.8%	17,043 SH	Decreased+460 SH
APPLIED MATLS INC	COM	$254K	0.1%Prev: 0.2%	1,387 SH	Decreased+157 SH
AT&T INC	COM	$448K	0.2%Prev: 0.2%	15,464 SH	Increased+542 SH
BANK AMERICA CORP	COM	$677K	0.3%Prev: 0.3%	14,307 SH	Increased+995 SH
BANK NEW YORK MELLON CORP	COM	$1.1M	0.6%Prev: 0.5%	12,480 SH	Decreased+2,748 SH
BECTON DICKINSON & CO	COM	$415K	0.2%Prev: 0.2%	2,408 SH	Decreased-465 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.2M	1.1%Prev: 1.0%	4,453 SH	Decreased-369 SH
BLACKROCK INC	COM	$351K	0.2%Prev: 0.1%	335 SH	Increased+70 SH
BOEING CO	COM	$1.2M	0.6%Prev: 0.5%	5,622 SH	Decreased-445 SH
BOOKING HOLDINGS INC	COM	$591K	0.3%Prev: 0.2%	102 SH	Increased-11 SH
BROADCOM INC	COM	$871K	0.4%Prev: 0.3%	3,158 SH	Increased+849 SH
CARMAX INC	COM	$250K	0.1%	3,722 SH	New
CHEVRON CORP NEW	COM	$372K	0.2%	2,601 SH	New
CISCO SYS INC	COM	$228K	0.1%Prev: 0.1%	3,283 SH	Decreased+202 SH
CITIGROUP INC	COM NEW	$208K	0.1%Prev: 0.2%	2,443 SH	Decreased-931 SH
COCA COLA CO	COM	$522K	0.3%Prev: 0.2%	7,378 SH	Decreased+81 SH
COMCAST CORP NEW	CL A	$1.3M	0.6%Prev: 0.2%	35,121 SH	Increased+18,859 SH
COMMUNITY FINANCIAL SYSTEM I	COM	$626K	0.3%Prev: 0.5%	11,011 SH	Decreased-9,814 SH
CONOCOPHILLIPS	COM	$259K	0.1%Prev: 0.2%	2,885 SH	Decreased-303 SH
CONSTELLATION ENERGY CORP	COM	$468K	0.2%Prev: 0.2%	1,450 SH	Increased
CORNING INC	COM	$389K	0.2%Prev: 0.2%	7,398 SH	Decreased+3,409 SH
COSTCO WHSL CORP NEW	COM	$456K	0.2%	461 SH	New
CVS HEALTH CORP	COM	$275K	0.1%Prev: 0.1%	3,982 SH	Decreased-46 SH
DISNEY WALT CO	COM	$2.5M	1.3%Prev: 0.8%	20,087 SH	Increased+213 SH
DOMINION ENERGY INC	COM	$229K	0.1%Prev: 0.1%	4,048 SH	Decreased-136 SH
DUKE ENERGY CORP NEW	COM NEW	$415K	0.2%Prev: 0.2%	3,515 SH	Decreased+56 SH
ECHOSTAR CORP	CL A	$972K	0.5%Prev: 1.8%	35,087 SH	Decreased
EDISON INTL	COM	$365K	0.2%Prev: 0.2%	7,080 SH	Decreased-416 SH
ELEVANCE HEALTH INC	COM	$307K	0.2%	789 SH	New
ELI LILLY & CO	COM	$533K	0.3%Prev: 0.3%	684 SH	Decreased+24 SH
ENBRIDGE INC	COM	$888K	0.5%Prev: 0.5%	19,602 SH	Decreased+92 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$213K	0.1%	11,751 SH	New
ENTERGY CORP NEW	COM	$468K	0.2%Prev: 0.1%	5,635 SH	Increased+2,715 SH
ENTERPRISE PRODS PARTNERS L	COM	$228K	0.1%Prev: 0.1%	7,364 SH	Decreased-2 SH
EXCHANGE TRADED CONCEPTS TRU	INQQ THE INDIA I	$365K	0.2%Prev: 0.1%	22,000 SH	Increased
EXXON MOBIL CORP	COM	$1.4M	0.7%Prev: 1.0%	13,191 SH	Decreased+34 SH
FIDELITY D & D BANCORP INC	COM	$429K	0.2%Prev: 0.2%	9,336 SH	Increased-534 SH
FIDELITY NATL INFORMATION SV	COM	$205K	0.1%Prev: 0.1%	2,513 SH	Decreased-4,284 SH
FIRST TR EXCHANGE TRADED FD	HLTH CARE ALPH	$591K	0.3%	5,697 SH	New
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$561K	0.3%Prev: 0.3%	8,940 SH	Decreased-795 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$265K	0.1%Prev: 0.1%	2,920 SH	Decreased
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$1.2M	0.6%Prev: 0.6%	41,226 SH	Decreased+153 SH
FORD MTR CO	COM	$270K	0.1%Prev: 0.2%	24,851 SH	Decreased-11,242 SH
FS KKR CAP CORP	COM	$368K	0.2%Prev: 0.1%	17,711 SH	Increased-301 SH
GAMING & LEISURE PPTYS INC	COM	$1.3M	0.7%	28,223 SH	New
GE AEROSPACE	COM NEW	$426K	0.2%Prev: 0.2%	1,656 SH	Decreased-8 SH
GE VERNOVA INC	COM	$252K	0.1%Prev: 0.2%	476 SH	Decreased+2 SH
GENUINE PARTS CO	COM	$275K	0.1%Prev: 0.1%	2,263 SH	Increased+14 SH
GLOBAL X FDS	S&P 500 CATHOLIC	$234K	0.1%Prev: 0.1%	3,096 SH	Decreased-120 SH
GOLDMAN SACHS GROUP INC	COM	$746K	0.4%Prev: 0.3%	1,054 SH	Increased+225 SH
GSK PLC	SPONSORED ADR	$355K	0.2%Prev: 0.2%	9,240 SH	Decreased+167 SH
HOME DEPOT INC	COM	$305K	0.2%Prev: 0.1%	833 SH	Increased+27 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$491K	0.3%Prev: 0.2%	11,200 SH	Decreased
INTEL CORP	COM	$795K	0.4%Prev: 1.9%	200,000 SH	Decreased-7,270 SH
INVESCO QQQ TR	UNIT SER 1	$11.5M	5.9%Prev: 5.5%	20,883 SH	Decreased-888 SH
IQVIA HLDGS INC	COM	$292K	0.1%Prev: 0.1%	1,851 SH	Decreased+53 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$270K	0.1%Prev: 0.1%	4,407 SH	Increased-1,063 SH
ISHARES TR	CORE DIV GRWTH	$23.2M	11.9%Prev: 12.0%	363,065 SH	Decreased-26,550 SH
ISHARES TR	CORE MSCI TOTAL	$1.4M	0.7%Prev: 0.8%	18,420 SH	Decreased-1,616 SH
ISHARES TR	CORE S&P MCP ETF	$4.3M	2.2%Prev: 1.0%	68,804 SH	Increased+36,629 SH
ISHARES TR	CORE S&P US VLU	$328K	0.2%Prev: 0.2%	3,465 SH	Decreased-6 SH
ISHARES TR	MSCI INDIA ETF	$479K	0.2%Prev: 0.2%	8,600 SH	Increased
ISHARES TR	RUS 1000 GRW ETF	$593K	0.3%Prev: 0.3%	1,397 SH	Increased+23 SH
ISHARES TR	RUS 1000 VAL ETF	$252K	0.1%Prev: 0.1%	1,295 SH	Decreased+77 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE VALUE ETF	$514K	0.3%Prev: 0.1%	7,852 SH	Increased+3,416 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$744K	0.4%Prev: 0.4%	13,090 SH	Decreased-1,681 SH
JOHNSON & JOHNSON	COM	$423K	0.2%Prev: 0.3%	2,767 SH	Decreased+274 SH
JPMORGAN CHASE & CO.	COM	$1.2M	0.6%	4,209 SH	New
LAMAR ADVERTISING CO NEW	CL A	$412K	0.2%	3,396 SH	New
LINDE PLC	SHS	$282K	0.1%Prev: 0.1%	600 SH	Decreased
LLOYDS BANKING GROUP PLC	SPONSORED ADR	$269K	0.1%Prev: 0.1%	63,194 SH	Decreased-791 SH
LOCKHEED MARTIN CORP	COM	$405K	0.2%Prev: 0.2%	874 SH	Decreased+15 SH
M & T BK CORP	COM	$249K	0.1%Prev: 0.1%	1,281 SH	Decreased
MASTERCARD INCORPORATED	CL A	$670K	0.3%Prev: 0.3%	1,193 SH	Increased+3 SH
MCDONALDS CORP	COM	$403K	0.2%Prev: 0.2%	1,379 SH	Decreased+39 SH
MEDTRONIC PLC	SHS	$415K	0.2%Prev: 0.2%	4,764 SH	Decreased-364 SH
MERCK & CO INC	COM	$1.1M	0.5%Prev: 0.7%	13,484 SH	Decreased+227 SH
META PLATFORMS INC	CL A	$2.0M	1.0%Prev: 0.7%	2,694 SH	Increased+98 SH
MICROSOFT CORP	COM	$4.7M	2.4%Prev: 1.6%	9,529 SH	Increased-362 SH
MORGAN STANLEY	COM NEW	$582K	0.3%Prev: 0.3%	4,133 SH	Decreased
MP MATERIALS CORP	COM CL A	$1.6M	0.8%Prev: 1.2%	100,000 SH	Decreased
NETFLIX INC	COM	$246K	0.1%	184 SH	New
NIO INC	SPON ADS	$829K	0.4%Prev: 0.7%	400,030 SH	Decreased+30 SH
NVIDIA CORPORATION	COM	$1.2M	0.6%Prev: 0.6%	7,297 SH	Decreased-270 SH
OMNICOM GROUP INC	COM	$308K	0.2%Prev: 0.2%	4,283 SH	Decreased-806 SH
ONEOK INC NEW	COM	$1.0M	0.5%Prev: 0.5%	12,609 SH	Decreased
ORACLE CORP	COM	$274K	0.1%	1,252 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$9.7M	5.0%Prev: 4.2%	143,742 SH	Increased+402 SH
PARAMOUNT GLOBAL	CLASS B COM	$290K	0.1%	100,000 SH	New
PENN ENTERTAINMENT INC	COM	$389K	0.2%Prev: 0.1%	21,759 SH	Increased
PEOPLES FINL SVCS CORP	COM	$1.9M	1.0%Prev: 1.0%	37,638 SH	Decreased-7,068 SH
PEPSICO INC	COM	$622K	0.3%Prev: 0.3%	4,714 SH	Decreased+4 SH
PFIZER INC	COM	$576K	0.3%Prev: 0.3%	23,742 SH	Decreased+771 SH
PHILIP MORRIS INTL INC	COM	$1.4M	0.7%Prev: 0.6%	7,848 SH	Increased-297 SH
PLAINS GP HLDGS L P	LTD PARTNR INT A	$201K	0.1%Prev: 0.2%	10,363 SH	Decreased-5,996 SH
PNC FINL SVCS GROUP INC	COM	$332K	0.2%Prev: 0.2%	1,783 SH	Decreased+60 SH
PPL CORP	COM	$773K	0.4%Prev: 0.4%	22,802 SH	Decreased-3,897 SH
PROCTER AND GAMBLE CO	COM	$1.3M	0.7%	8,120 SH	New
PRUDENTIAL FINL INC	COM	$334K	0.2%Prev: 0.2%	3,113 SH	Decreased-403 SH
QUALCOMM INC	COM	$533K	0.3%Prev: 0.2%	3,347 SH	Increased+175 SH
SALESFORCE INC	COM	$531K	0.3%Prev: 0.5%	1,948 SH	Decreased-4,743 SH
SCHLUMBERGER LTD	COM STK	$411K	0.2%	12,155 SH	New
SCHWAB CHARLES CORP	COM	$459K	0.2%Prev: 0.2%	5,035 SH	Decreased-303 SH
SELECT SECTOR SPDR TR	RL EST SEL SEC	$986K	0.5%	23,796 SH	New
SOUNDHOUND AI INC	CLASS A COM	$137K	0.1%Prev: 0.0%	12,758 SH	Increased
SPDR GOLD TR	GOLD SHS	$4.4M	2.2%Prev: 2.1%	14,353 SH	Decreased+3,433 SH
SPDR SERIES TRUST	PORTFOLIO INTRMD	$421K	0.2%	12,543 SH	New
STARBUCKS CORP	COM	$474K	0.2%Prev: 0.2%	5,170 SH	Increased-7 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$411K	0.2%	1,815 SH	New
TESLA INC	COM	$340K	0.2%Prev: 0.1%	1,069 SH	Increased+216 SH
TRANE TECHNOLOGIES PLC	SHS	$394K	0.2%Prev: 0.2%	900 SH	Increased
TRANSDIGM GROUP INC	COM	$3.0M	1.5%Prev: 1.0%	1,959 SH	Increased-3 SH
TRUIST FINL CORP	COM	$477K	0.2%Prev: 0.2%	11,087 SH	Decreased-154 SH
UNITED PARCEL SERVICE INC	CL B	$240K	0.1%	2,382 SH	New
VANGUARD ADMIRAL FDS INC	MIDCP 400 IDX	$207K	0.1%Prev: 0.1%	1,968 SH	Decreased
VANGUARD INDEX FDS	MID CAP ETF	$7.6M	3.9%Prev: 4.9%	27,307 SH	Decreased-12,048 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$571K	0.3%Prev: 0.2%	1,006 SH	Increased+208 SH
VANGUARD INDEX FDS	SMALL CP ETF	$331K	0.2%Prev: 0.2%	1,396 SH	Decreased
VANGUARD INDEX FDS	TOTAL STK MKT	$1.6M	0.8%Prev: 0.8%	5,252 SH	Decreased-393 SH
VANGUARD INDEX FDS	VALUE ETF	$9.0M	4.6%Prev: 4.9%	51,008 SH	Decreased-6,381 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$530K	0.3%Prev: 0.3%	10,707 SH	Decreased
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.2M	0.6%Prev: 0.5%	25,000 SH	Decreased
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$456K	0.2%Prev: 0.2%	7,999 SH	Decreased-113 SH
VANGUARD WORLD FD	MATERIALS ETF	$494K	0.3%Prev: 0.2%	2,533 SH	Decreased
VERIZON COMMUNICATIONS INC	COM	$744K	0.4%Prev: 0.4%	17,201 SH	Decreased-2,350 SH
VICTORY PORTFOLIOS II	CORE INTERMEDIAT	$24.0M	12.3%Prev: 11.9%	510,335 SH	Decreased-69,388 SH
VISA INC	COM CL A	$358K	0.2%Prev: 0.2%	1,009 SH	Decreased-262 SH
WALMART INC	COM	$483K	0.2%Prev: 0.3%	4,945 SH	Decreased-9 SH
WASTE MGMT INC DEL	COM	$761K	0.4%Prev: 0.3%	3,325 SH	Increased+500 SH
WEC ENERGY GROUP INC	COM	$227K	0.1%Prev: 0.1%	2,177 SH	Decreased-129 SH
WELLS FARGO CO NEW	COM	$890K	0.5%	11,107 SH	New

Sold (vs prior filing)

AIR PRODUCTS AND CHEMICALS I — $422K
AMERICAN TOWER CORP — $319K
BRISTOL-MYERS SQUIBB CO — $226K
CAL MAINE FOODS INC — $253K
CAPITAL GROUP CORE BALANCED — $216K
CATERPILLAR INC — $351K
CHEVRON CORPORATION — $568K
COSTCO WHOLESALE CORPORATION — $304K
ELEVANCE HEALTH INC FORMERLY — $480K
EVERSOURCE ENERGY — $211K
EXELON CORP — $204K
FIRST TR EXCHANGE-TRADED FD — $625K
GAMING & LEISURE P — $1.3M
GENERAL DYNAMICS CORP — $240K
HEALTHPEAK PROPERTIES INC — $322K
HUNTINGTON INGALLS INDS INC — $302K
JPMORGAN CHASE & CO — $1.2M
LAMAR ADVERTISING CO — $440K
NORWOOD FINANCIAL CORP — $423K
PARAMOUNT SKYDANCE CORP — $902K
… and 11 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 14, 2026	Q3 2026	13F-HR	0001376474-26-000647	—	View
Jan 14, 2026	Q4 2025	13F-HR	0001376474-26-000039	$230.0M	View
Oct 15, 2025	Q3 2025