Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
Q3 2026 13F filing
Updated 9 days ago67 disclosed positions worth $132M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $26.3M | 70.2K | 19.90% | Added(+7.8%) |
| 2 | V VANGUARD INDEX FDS | $8.5M | 36.7K | 6.43% | Added(+13.7%) |
| 3 | ? N/A DIMENSIONAL ETF TRUST | $6.3M | 141.2K | 4.75% | Unchanged |
| 4 | V VANGUARD INTL EQUITY INDEX F | $5.5M | 35.1K | 4.13% | Added(+6.4%) |
| 5 | T VANGUARD INDEX FDS | $5.3M | 15.8K | 4.05% | Added(+9.4%) |
| 6 | V VANGUARD INDEX FDS | $4.9M | 22.6K | 3.70% | Added(+4.8%) |
| 7 | V VANGUARD STAR FDS | $4.7M | 55.4K | 3.57% | Added(+16.1%) |
| 8 | A APPLE INC | $4.5M | 13.5K | 3.40% | Added(+0.6%) |
| 9 | M DIMENSIONAL ETF TRUST | $4.4M | 79.3K | 3.36% | Added(+4.4%) |
| 10 | V VANGUARD INDEX FDS | $4.4M | 15.4K | 3.32% | Added(+10.6%) |
| 11 | V VANGUARD INTL EQUITY INDEX F | $3.8M | 63.3K | 2.84% | Added(+6.3%) |
| 12 | C CATERPILLAR INC | $3.7M | 4.6K | 2.81% | Unchanged |
| 13 | V VANGUARD INDEX FDS | $3.5M | 9.9K | 2.65% | Added(+2.4%) |
| 14 | V VANGUARD BD INDEX FDS | $3.3M | 45.8K | 2.53% | Added(+2.0%) |
| 15 | V VANGUARD INDEX FDS | $3M | 33.4K | 2.28% | Added(+5.0%) |
| 16 | ? N/A DIMENSIONAL ETF TRUST | $2.4M | 56.1K | 1.84% | Added(+11.2%) |
| 17 | V VANGUARD BD INDEX FDS | $2.2M | 28.6K | 1.66% | Trimmed(-1.6%) |
| 18 | B VANGUARD SPECIALIZED FUNDS | $1.9M | 8.2K | 1.44% | Added(+0.1%) |
| 19 | V VANGUARD WHITEHALL FDS | $1.9M | 12.3K | 1.44% | Added(+0.1%) |
| 20 | P PACCAR INC | $1.9M | 17.4K | 1.44% | Unchanged |
| 21 | W WALMART INC | $1.9M | 18.1K | 1.43% | Unchanged |
| 22 | ? N/A DIMENSIONAL ETF TRUST | $1.5M | 19.7K | 1.16% | Trimmed(-13.3%) |
| 23 | J JPMORGAN CHASE & CO | $1.4M | 4.2K | 1.05% | Unchanged |
| 24 | M MICROSOFT CORP | $1.4M | 2.7K | 1.05% | Trimmed(-2.3%) |
| 25 | N NORFOLK SOUTHN CORP | $1.2M | 4.0K | 0.93% | Unchanged |
| 26 | ? N/A DIMENSIONAL ETF TRUST | $1.2M | 21.9K | 0.91% | Trimmed(-1.2%) |
| 27 | V VANGUARD WORLD FD | $1.1M | 11.6K | 0.81% | Trimmed(-8.8%) |
| 28 | V VANGUARD TAX-MANAGED FDS | $1M | 14.3K | 0.76% | Trimmed(-0.9%) |
| 29 | V VANGUARD INDEX FDS | $1M | 12.8K | 0.76% | Trimmed(-2.1%) |
| 30 | G ALPHABET INC | $977K | 2.8K | 0.74% | Unchanged |
| 31 | T TEXAS INSTRS INC | $896K | 3.2K | 0.68% | Unchanged |
| 32 | V VANGUARD MALVERN FDS | $845K | 17.2K | 0.64% | Added(+0.3%) |
| 33 | D DIMENSIONAL ETF TRUST | $794K | 21.4K | 0.60% | Added(+1.3%) |
| 34 | G ALPHABET INC | $753K | 2.2K | 0.57% | Unchanged |
| 35 | I INTERDIGITAL INC | $726K | 2.2K | 0.55% | Trimmed(-21.9%) |
| 36 | V VANGUARD BD INDEX FDS | $688K | 9.8K | 0.52% | — |
| 37 | C CISCO SYS INC | $650K | 6.0K | 0.49% | Unchanged |
| 38 | S STATE STR SPDR S&P 500 ETF T | $591K | 775 | 0.45% | Unchanged |
| 39 | V VANGUARD SCOTTSDALE FDS | $585K | 10.2K | 0.44% | Unchanged |
| 40 | U UNITEDHEALTH GROUP INC | $577K | 1.6K | 0.44% | Unchanged |
| 41 | V VANGUARD INDEX FDS | $524K | 748 | 0.40% | Trimmed(-12.0%) |
| 42 | Q INVESCO QQQ TR | $515K | 696 | 0.39% | Unchanged |
| 43 | B BURKE HERBERT FINL SVCS CORP | $510K | 7.4K | 0.39% | Added(+30.7%) |
| 44 | J JOHNSON & JOHNSON | $506K | 1.9K | 0.38% | Added(+1.1%) |
| 45 | X EXXONMOBIL HOLDINGS CORP | $505K | 3.1K | 0.38% | — |
| 46 | V VANGUARD INTL EQUITY INDEX F | $498K | 6.0K | 0.38% | Trimmed(-1.2%) |
| 47 | L ELI LILLY & CO | $448K | 387 | 0.34% | Unchanged |
| 48 | R ROYAL BK CDA | $440K | 2.2K | 0.33% | Unchanged |
| 49 | C CUMMINS INC | $426K | 824 | 0.32% | Unchanged |
| 50 | V VANGUARD INTL EQUITY INDEX F | $422K | 2.7K | 0.32% | Added(+5.5%) |