Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies ETF holdings
Lynchburg, VA
Reported $99.5M in 34 ETFs in its Form 13F for June 30, 2026.
ETF value
$99.5M
ETFs held
34
Change from prior quarter
+13.9%
With price moves
ETFs as a share of its 13F
78.2%
of $127.3M
Top 10 of 34 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VTI | Vanguard Morningstar Total Stock Market ETF | $24.1M | 65,156 | +2,043 shares |
| VBR | Vanguard Morningstar Small-Cap Value ETF | $7.9M | 32,314 | +1,593 shares |
| DFAC | Dimensional U.S. Core Equity 2 ETF | $6.3M | 141,178 | No change |
| VBK | Vanguard Morningstar Small-Cap Growth ETF | $5.3M | 14,461 | +420 shares |
| VSS | Vanguard FTSE All-World ex-US Small-Cap ETF | $5.1M | 33,046 | +331 shares |
| VTV | Vanguard Morningstar Value ETF | $4.7M | 21,564 | +497 shares |
| VB | Vanguard Morningstar Small-Cap ETF | $4.2M | 13,935 | +122 shares |
| DFIV | Dimensional International Value ETF | $4.1M | 75,968 | +1,863 shares |
| VXUS | Vanguard Total International Stock ETF | $4.1M | 47,754 | +1,737 shares |
| VWO | Vanguard FTSE Emerging Markets ETF | $3.6M | 59,567 | +681 shares |
24 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002106763. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies own?
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies reported 34 ETF positions worth $99.5M in its Form 13F for June 30, 2026. The largest was VTI, at $24.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.