Alliance Wealth Management Group has filed its latest 13F-HR, detailing its investment holdings as of September 30, 2026. The filing indicates a total investment value of approximately $479.9 million, showcasing the firm's strategic asset allocation in various financial instruments.
This filing is significant as it provides insight into the company's investment strategies and market positioning. With a total of 98 positions reported, the firm continues to diversify its portfolio, reflecting broader trends in the investment management industry.
Background
Alliance Wealth Management Group, identified by CIK 0001623707, operates within the asset management sector. The firm is headquartered in Flemington, New Jersey, and has been actively filing various reports with the SEC, including multiple 13F-HR forms throughout 2026.
What the Filing Says
The latest filing, accession number 0001623707-26-000006, reveals that Alliance Wealth Management Group has a total value of $479,911,815 in its investment portfolio. The report includes 98 positions, indicating a well-diversified approach to asset management.
Impact
This update may impact various stakeholders, including clients and competitors in the asset management industry. By disclosing its holdings, Alliance Wealth Management Group provides transparency to its clients regarding its investment strategies. Competitors will likely analyze this data to gauge market trends and client preferences.
What's Next
The filing does not say what happens next.
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