Christopher Ross
Alliance Wealth Advisors, Llc
Assets Managed
$228.343M
Holdings
154
Last Quarter
2026 - Q1
Filed Date
1mo 19d ago
Growth Rate
-0.72%(2Q avg: 1.21%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Alliance Wealth Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 154 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 228.343M in assets, with a quarterly growth rate of -0.72% and a 2-quarter average growth rate of 1.21%. The portfolio is managed by Christopher Ross, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
DGRO Ishares Core Dividend Growth
| 11.98% | $27.343M 389,615 shares@ $70.18 avg price | Increased 0.7% |
UITB Victoryshares Core Intermedi
| 11.94% | $27.257M 579,723 shares@ $47.02 avg price | Increased 6.89% |
QQQ Invesco Qqq Trust Series 1
| 5.51% | $12.566M 21,771 shares@ $577.19 avg price | Increased 2.1% |
AVUV Avantis Us Small Cap Value
| 5.14% | $11.729M 106,175 shares@ $110.47 avg price | Decreased -0.33% |
VO Vanguard Mid-cap Etf
| 4.95% | $11.302M 39,355 shares@ $287.18 avg price | Increased 12.83% |
VTV Vanguard Value Etf
| 4.94% | $11.26M 57,389 shares@ $196.2 avg price | Increased 1.78% |
PLTR Palantir Technologies Inc-a
| 4.18% | $9.522M 143,340 shares@ $66.44 avg price | Decreased -0.15% |
GLD Spdr Gold Shares
| 2.06% | $4.699M 10,920 shares@ $430.3 avg price | Decreased -20.2% |
INTC Intel Corp
| 1.88% | $4.29M 207,270 shares@ $20.7 avg price | |
AAPL Apple Inc
| 1.85% | $4.209M 16,583 shares@ $253.79 avg price | Decreased -1.02% |
1-10 of 154