Alliance Private Wealth, LLC has disclosed its latest investment holdings in a recent filing, showcasing a total value of approximately $268.8 million across 85 positions. This update is significant as it provides insights into the firm's investment strategy and priorities, potentially influencing trends within the wealth management industry.
The filing, dated October 20, 2026, includes a comprehensive report of the firm's holdings as of September 30, 2026. This report is crucial for understanding how Alliance Private Wealth is positioning itself in a competitive market.
Background
Alliance Private Wealth, LLC is a wealth management firm based in North Reading, Massachusetts. The company operates under the Central Index Key (CIK) number 0002109849. Its recent filings include various forms, with the most recent being a 13F-HR, which was submitted on October 20, 2026. The firm’s fiscal year ends on December 31.
What the Filing Says
The latest filing indicates that Alliance Private Wealth holds a total of 85 positions valued at $268,845,829. The report is designed to provide transparency regarding the firm’s investment activities and holdings.
Impact
This disclosure may affect various stakeholders, including clients, competitors, and analysts within the wealth management sector. Clients may gain insights into the firm’s investment strategies, while competitors could adjust their own strategies based on the disclosed holdings.
What's Next
The filing does not specify what actions will follow this disclosure, leaving the next steps open-ended for stakeholders to interpret.
Source: SEC Accession Number 0001951757-26-001710