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Chad Kelley

Alliance Wealth Advisors, Llc Ut

Assets Managed
$462.308M
Holdings
228
Last Quarter
2026 - Q1
Filed Date
14d ago
Growth Rate
0.13%(2Q avg: 4.19%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Alliance Wealth Advisors, Llc Ut's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 228 positions.

Assets under management

The assets under management (AUM) of Alliance Wealth Advisors, Llc Ut over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 462.308M in assets, with a quarterly growth rate of 0.13% and a 2-quarter average growth rate of 4.19%. The portfolio is managed by Chad Kelley, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VONG
Vanguard Russell 1000 Growth
Recent Activity
Increased 71.36%
10.79%
$49.864M
454,592 shares@ $109.69 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Increased 64.97%
7.98%
$36.853M
248,838 shares@ $148.11 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 74.87%
5.73%
$26.486M
320,075 shares@ $82.75 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Increased 50.7%
5.7%
$26.34M
287,427 shares@ $91.64 avg price
IVLU
Ishares Msci International V
Recent Activity
Increased 56.6%
5.09%
$23.488M
591,926 shares@ $39.69 avg price
SPTS
Spdr Port Shrt Trm Trsry
Recent Activity
Increased 84.01%
4.82%
$22.28M
763,553 shares@ $29.19 avg price
IXUS
Ishares Core Intl Stock Etf
Recent Activity
Increased 51.45%
4.21%
$19.421M
224,161 shares@ $86.64 avg price
VIOG
Vanguard S&p Sm Cap 600 Grw
Recent Activity
Increased 64.18%
2.65%
$12.211M
98,113 shares@ $124.47 avg price
SPLV
Invesco S&p 500 Low Volatili
Recent Activity
Increased 69.49%
1.84%
$8.46M
115,672 shares@ $73.14 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -15.02%
1.72%
$7.942M
45,540 shares@ $174.4 avg price

1-10 of 228