Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies

13F Portfolio Filings

Most recent 13F
Q1 2026
Location
Lynchburg, VA
CIK
0002106763
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2026 63 111,280 VTI, VBR, DFAC, VSS 13F-HR 4/28/2026 000210676326000002
Q4 2025 66 106,609 VTI, VBR, DFAC, VSS 13F-HR 2/2/2026 000210676326000001