Long-term investor
Alliance Wealth Advisors, LLC @alliancewealthadvisorsllqu-t
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001893261).
Record
- Tracked since 2025-06-30 (441 days), 296 trades recorded
- Returns: week n/a · month n/a · 90 days +7.1% · 6 months n/a · 1 year +7.3% · all +7.3%
- Max drawdown n/a · win rate 28% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VONG · 13.4% · long · since 2025-09-30
- VYM · 9.6% · long · since 2025-09-30
- IVLU · 5.6% · long · since 2025-09-30
- SPTS · 5.4% · long · since 2025-09-30
- IXUS · 4.8% · long · since 2025-06-30
- VIOG · 3.2% · long · since 2025-09-30
- BIL · 3.0% · long · since 2025-06-30
- JAAA · 2.9% · long · since 2025-06-30
- VCIT · 2.9% · long · since 2025-06-30
- GLDM · 2.5% · long · since 2025-06-30
- SPLV · 2.2% · long · since 2025-09-30
- XLK · 2.1% · long · since 2025-09-30