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Chad Kelley

Alliance Wealth Advisors, Llc Ut

Assets Managed
$530.312M
Holdings
235
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
14.71%(2Q avg: 7.42%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Alliance Wealth Advisors, Llc Ut's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 235 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 530.312M in assets, with a quarterly growth rate of 14.71% and a 2-quarter average growth rate of 7.42%. The portfolio is managed by Chad Kelley, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VONG
Vanguard Russell 1000 Growth
Recent Activity
Increased 22.08%
13.38%
$70.926M
554,931 shares@ $127.81 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Increased 29.64%
9.62%
$50.978M
322,587 shares@ $158.04 avg price
IVLU
Ishares Msci International V
Recent Activity
Increased 20.35%
5.62%
$29.79M
712,335 shares@ $41.83 avg price
SPTS
Spdr Port Shrt Trm Trsry
Recent Activity
Increased 28.78%
5.38%
$28.525M
983,283 shares@ $29.02 avg price
IXUS
Ishares Core Intl Stock Etf
Recent Activity
Increased 19.03%
4.81%
$25.463M
266,800 shares@ $95.44 avg price
VIOG
Vanguard S&p Sm Cap 600 Grw
Recent Activity
Increased 12.82%
3.21%
$16.981M
110,686 shares@ $153.42 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Decreased -39.67%
3%
$15.889M
173,380 shares@ $91.64 avg price
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
New Position
2.91%
$15.403M
305,074 shares@ $50.49 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Decreased -42.67%
2.86%
$15.164M
183,469 shares@ $82.66 avg price
GLDM
Spdr Gold Minishares Trust
Recent Activity
New Position
2.5%
$13.23M
166,580 shares@ $79.43 avg price

1-10 of 235