MondegarAI
Alliance Wealth Advisors, LLC

Q1 2026 · 13F-HR

Alliance Wealth Advisors, LLCholdings as filed

Filed 2026-05-13 · accession 0001376474-26-000368

$228.3M
Reported value
158
Positions
2026-03-31
Period end
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The Brief · Alliance Wealth Advisors, LLC · Q1 2026

AI · grounded in 13F

Alliance Wealth Advisors, LLC reduced its position in IJH by 29.71%. The fund also trimmed holdings in GLD by 20.20% and GOOGL by 10.65%. Conversely, the firm increased its stake in VO by 12.82% and UITB by 6.88%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46434V621DGROISHARES TR$27.3M12.0%389,615CommonNONE
92647N527UITBVICTORY PORTFOLIOS II$27.3M11.9%579,723CommonNONE
46090E103QQQINVESCO QQQ TR$12.6M5.50%21,771CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$11.7M5.14%106,175CommonNONE
922908629VOVANGUARD INDEX FDS$11.3M4.95%39,355CommonNONE
922908744VTVVANGUARD INDEX FDS$11.3M4.93%57,389CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$9.0M3.96%140,000CALLNONE
78463V107GLDSPDR GOLD TR$4.7M2.06%10,920CommonNONE
037833100AAPLAPPLE INC$4.2M1.84%16,583CommonNONE
278768106SATSECHOSTAR CORP$4.1M1.80%35,087CommonNONE
458140100INTCINTEL CORP$4.0M1.74%200,000CALLNONE
594918104MSFTMICROSOFT CORP$3.7M1.60%9,891CommonNONE
02079K305GOOGLALPHABET INC$3.4M1.51%11,963CommonNONE
553368101MPMP MATERIALS CORP$2.8M1.21%100,000CALLNONE
711040105PFISPEOPLES FINL SVCS CORP$2.4M1.04%44,706CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.3M1.01%4,822CommonNONE
893641100TDGTRANSDIGM GROUP INC$2.3M1.00%1,962CommonNONE
30231G102XOMEXXON MOBIL CORP$2.2M0.98%13,157CommonNONE
464287507IJHISHARES TR$2.2M0.95%32,175CommonNONE
254687106DISDISNEY WALT CO$1.9M0.84%19,874CommonNONE
922908769VTIVANGUARD INDEX FDS$1.8M0.79%5,645CommonNONE
46432F834IXUSISHARES TR$1.7M0.76%20,036CommonNONE
023135106AMZNAMAZON COM INC$1.7M0.76%8,301CommonNONE
58933Y105MRKMERCK & CO INC$1.6M0.70%13,257CommonNONE
30303M102METAMETA PLATFORMS INC$1.5M0.65%2,596CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.3M0.59%8,145CommonNONE
67066G104NVDANVIDIA CORPORATION$1.3M0.58%7,567CommonNONE
36467J108GLPIGAMING & LEISURE P$1.3M0.55%28,223CommonNONE
79466L302CRMSALESFORCE INC$1.2M0.55%6,691CommonNONE
922907746VTEBVANGUARD MUN BD FDS$1.2M0.55%25,000CommonNONE
46625H100JPMJPMORGAN CHASE & CO$1.2M0.54%4,227CommonNONE
203607106CBUCOMMUNITY FINANCIAL SYSTEM I$1.2M0.53%20,825CommonNONE
097023105BABOEING CO$1.2M0.53%6,067CommonNONE
62914V106NIONIO INC$1.2M0.53%200,000CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$1.2M0.52%29,112CommonNONE
064058100BKBANK NEW YORK MELLON CORP$1.2M0.51%9,732CommonNONE
742718109PGPROCTER & GAMBLE CO$1.1M0.50%7,926CommonNONE
682680103OKEONEOK INC NEW$1.1M0.50%12,609CommonNONE
00287Y109ABBVABBVIE INC$1.1M0.48%5,038CommonNONE
02079K107GOOGALPHABET INC$1.1M0.47%3,704CommonNONE
29250N105ENBENBRIDGE INC$1.1M0.46%19,510CommonNONE
032108409DIVOAMPLIFY ETF TR$1.0M0.45%22,755CommonNONE
69351T106PPLPPL CORP$1.0M0.45%26,699CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$981,4600.43%19,551CommonNONE
69932A204PSKYPARAMOUNT SKYDANCE CORP$902,0000.40%100,000CommonNONE
949746101WMT2WELLS FARGO & CO$870,6150.38%10,936CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$864,6470.38%25,604CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$837,2200.37%14,771CommonNONE
713448108PEPPEPSICO INC$731,4160.32%4,710CommonNONE
11135F101AVGOBROADCOM INC$714,5250.31%2,309CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$701,3260.31%829CommonNONE
617446448MSMORGAN STANLEY$680,1680.30%4,133CommonNONE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$664,7060.29%9,735CommonNONE
94106L109WMWASTE MGMT INC DEL$649,1570.28%2,825CommonNONE
060505104BACBANK AMERICA CORP$648,9600.28%13,312CommonNONE
717081103PFEPFIZER INC$645,0140.28%22,971CommonNONE
33734X143FXHFIRST TR EXCHANGE-TRADED FD$625,3600.27%5,697CommonNONE
931142103WMTWALMART INC$615,7140.27%4,954CommonNONE
806857108SLBSLB LIMITED$614,5720.27%11,959CommonNONE
478160104JNJJOHNSON & JOHNSON$609,4310.27%2,493CommonNONE
532457108LLYELI LILLY & CO$607,0480.27%660CommonNONE
57636Q104MAMASTERCARD INCORPORATED$594,5950.26%1,190CommonNONE
464287614IWFISHARES TR$585,8740.26%1,374CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$578,7130.25%10,707CommonNONE
92204A801VAWVANGUARD WORLD FD$570,7860.25%2,533CommonNONE
166764100CVXCHEVRON CORPORATION$567,8150.25%2,744CommonNONE
191216100KOCOCA COLA CO$554,9370.24%7,297CommonNONE
281020107EIXEDISON INTL$548,5570.24%7,496CommonNONE
219350105GLWCORNING INC$542,4510.24%3,989CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$519,8070.23%8,112CommonNONE
539830109LMTLOCKHEED MARTIN CORP$519,1710.23%859CommonNONE
89832Q109TFCTRUIST FINL CORP$516,7700.23%11,241CommonNONE
45782C813PJULINNOVATOR ETFS TRUST$514,8360.23%11,200CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$509,1850.22%2,503CommonNONE
808513105SCHWSCHWAB CHARLES CORP$501,6650.22%5,338CommonNONE
37733W204GSKGSK PLC$500,7390.22%9,073CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$488,5750.21%3,340CommonNONE
036752103ELVELEVANCE HEALTH INC FORMERLY$479,5250.21%1,638CommonNONE
922908363VOOVANGUARD INDEX FDS$476,7500.21%798CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$475,7660.21%113CommonNONE
369604301GEGE AEROSPACE$472,1930.21%1,664CommonNONE
20030N101CMCSACOMCAST CORP NEW$466,8820.20%16,262CommonNONE
855244109SBUXSTARBUCKS CORP$463,8070.20%5,177CommonNONE
031162100AMGNAMGEN INC$457,0530.20%1,299CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$452,9210.20%3,459CommonNONE
075887109BDXBECTON DICKINSON & CO$451,7220.20%2,873CommonNONE
G5960L103MDTMEDTRONIC PLC$444,3410.19%5,128CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$443,3900.19%1,312CommonNONE
512816109LAMRLAMAR ADVERTISING CO$439,8900.19%3,473CommonNONE
33740U703BUFDFIRST TR EXCHNG TRADED FD VI$433,1320.19%15,469CommonNONE
00206R102TAT&T INC$432,5830.19%14,922CommonNONE
31609R100FDBCFIDELITY D & D BANCORP INC$427,1740.19%9,870CommonNONE
669549107NWFLNORWOOD FINANCIAL CORP$422,5890.19%14,364CommonNONE
009158106APDAIR PRODUCTS AND CHEMICALS I$421,5010.18%1,451CommonNONE
20825C104COPCONOCOPHILLIPS$420,8160.18%3,188CommonNONE
038222105AMATAPPLIED MATLS INC$420,4020.18%1,230CommonNONE
345370860FFORD MTR CO$416,5130.18%36,093CommonNONE
580135101MCDMCDONALDS CORP$416,4590.18%1,340CommonNONE
36828A101GEVGE VERNOVA INC$413,7550.18%474CommonNONE
747525103QCOMQUALCOMM INC$408,4900.18%3,172CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$404,9130.18%1,450CommonNONE
46429B598INDAISHARES TR$402,8240.18%8,600CommonNONE
62914V106NIONIO INC$397,6400.17%200,000CALLNONE
72651A207PAGPPLAINS GP HLDGS L P$397,1970.17%16,359CommonNONE
02209S103MOALTRIA GROUP INC$394,6860.17%5,981CommonNONE
78464A375SPIBSPDR SERIES TRUST$390,4730.17%11,642CommonNONE
92826C839VVISA INC$384,1470.17%1,271CommonNONE
681919106OMCOMNICOM GROUP INC$383,2530.17%5,089CommonNONE
172967424CCITIGROUP INC$382,6450.17%3,374CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$375,0660.16%900CommonNONE
922908751VBVANGUARD INDEX FDS$365,6370.16%1,396CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$358,5390.16%1,723CommonNONE
464287663IUSVISHARES TR$354,9400.16%3,471CommonNONE
149123101CATCATERPILLAR INC$351,2390.15%496CommonNONE
744320102PRUPRUDENTIAL FINL INC$343,4320.15%3,516CommonNONE
29364G103ETRENTERGY CORP NEW$328,0910.14%2,920CommonNONE
707569109PENNPENN ENTERTAINMENT INC$327,0380.14%21,759CommonNONE
42250P103DOCHEALTHPEAK PROPERTIES INC$322,2250.14%19,612CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$321,8450.14%63,985CommonNONE
458140100INTCINTEL CORP$320,8430.14%7,270CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$318,8470.14%6,797CommonNONE
03027X100AMTAMERICAN TOWER CORP$318,7550.14%1,847CommonNONE
46641Q167JAVAJ P MORGAN EXCHANGE TRADED F$318,2830.14%4,436CommonNONE
88160R101TSLATESLA INC$317,1030.14%853CommonNONE
46266C105IQVIQVIA HLDGS INC$306,6310.13%1,798CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$303,9110.13%305CommonNONE
446413106HIIHUNTINGTON INGALLS INDS INC$302,4000.13%796CommonNONE
G54950103LINLINDE PLC$297,4560.13%600CommonNONE
126650100CVSCVS HEALTH CORP$289,2980.13%4,028CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$278,7180.12%7,366CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$270,8590.12%2,920CommonNONE
92939U106WECWEC ENERGY GROUP INC$266,9660.12%2,306CommonNONE
437076102HDHOME DEPOT INC$265,0850.12%806CommonNONE
55261F104MTBM & T BK CORP$264,8080.12%1,281CommonNONE
464287598IWDISHARES TR$260,2500.11%1,218CommonNONE
25746U109DDOMINION ENERGY INC$258,6550.11%4,184CommonNONE
871829107SYYSYSCO CORP$258,6430.11%3,626CommonNONE
301505558INQQEXCHANGE TRADED CONCEPTS TRU$256,0800.11%22,000CommonNONE
09290D101BLKBLACKROCK INC$254,8530.11%265CommonNONE
00039J202TAFIAB ACTIVE ETFS INC$254,3180.11%10,100CommonNONE
128030202CALMCAL MAINE FOODS INC$253,2800.11%3,200CommonNONE
37954Y889CATHGLOBAL X FDS$251,3300.11%3,216CommonNONE
369550108GDGENERAL DYNAMICS CORP$239,9110.11%699CommonNONE
17275R102CSCOCISCO SYS INC$239,0400.10%3,081CommonNONE
372460105GPCGENUINE PARTS CO$237,8320.10%2,249CommonNONE
911312106UPSUNITED PARCEL SVCS INC$235,5680.10%2,394CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$225,9340.10%3,725CommonNONE
921932885IVOOVANGUARD ADMIRAL FDS INC$224,9820.10%1,968CommonNONE
14021D107CGBLCAPITAL GROUP CORE BALANCED$215,8880.09%6,274CommonNONE
30040W108ESEVERSOURCE ENERGY$211,1650.09%3,048CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$210,1570.09%5,470CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$209,4300.09%78,000CALLNONE
30161N101EXCEXELON CORP$203,6290.09%4,154CommonNONE
302635206FSKFS KKR CAP CORP$183,3660.08%18,012CommonNONE
72919P202PLUGPLUG PWR INC$173,2600.08%200,000CALLNONE
836100107SOUNSOUNDHOUND AI INC$87,6470.04%12,758CommonNONE
74767K103QNCQUANTUM EMOTION CORP$38,9300.02%17,000CommonNONE
72919P202PLUGPLUG PWR INC$38,3250.02%16,958CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.