Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies - Portfolio overview

Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies has 63 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Technology.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 18.19%
2. VBR - VANGUARD INDEX FDS, 6.00%
3. DFAC - DIMENSIONAL ETF TRUST, 4.93%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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