Christopher Ross
Alliance Wealth Advisors, Llc
Assets Managed
$307.748M
Holdings
166
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
34.78%(2Q avg: 17.03%)
Sustained Growth
1 quarters
Portfolio positions
This chart displays the top 10 holdings in Alliance Wealth Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 166 positions.
Assets under management
The assets under management (AUM) of Alliance Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 307.748M in assets, with a quarterly growth rate of 34.78% and a 2-quarter average growth rate of 17.03%. The portfolio is managed by Christopher Ross, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
DGRO Ishares Core Dividend Growth
| 9.89% | $30.431M 401,517 shares@ $75.79 avg price | Increased 3.06% |
INTC Intel Corp
| 9.4% | $28.927M 207,170 shares@ $139.64 avg price | Decreased -0.04% |
UITB Victoryshares Core Intermedi
| 8.96% | $27.567M 588,561 shares@ $46.84 avg price | Increased 1.53% |
PLTR Palantir Technologies Inc-a
| 5.44% | $16.723M 143,340 shares@ $116.68 avg price | |
QQQ Invesco Qqq Trust Series 1
| 5.32% | $16.347M 22,198 shares@ $736.4 avg price | Increased 1.97% |
IEQ Lazard Intl Dynamic Eqy Etf
| 5.19% | $15.97M 455,384 shares@ $35.08 avg price | New Position |
AVUV Avantis Us Small Cap Value
| 4.44% | $13.659M 109,482 shares@ $124.77 avg price | Increased 3.12% |
VO Vanguard Mid-cap Etf
| 4.34% | $13.353M 165,734 shares@ $80.57 avg price | Increased 321.13% |
VTV Vanguard Value Etf
| 4.3% | $13.233M 60,721 shares@ $217.94 avg price | Increased 5.81% |
MP Mp Materials Corp
| 1.82% | $5.601M↑ Call 100,000 shares@ $56.01 avg price |
1-10 of 166