Alliance Wealth Strategies, LLC, operating as Brown Edwards Wealth Strategies, has filed its quarterly 13F-HR report with the SEC. This filing, dated October 27, 2026, reveals that the firm manages a total of $132,041,088 in assets as of September 30, 2026. The report is significant as it provides insights into the firm’s investment strategies and positions in various securities.
Founded in Virginia, Alliance Wealth Strategies is a wealth management firm that focuses on providing tailored financial solutions to its clients. The firm operates under the Central Index Key (CIK) number 0002106763 and is categorized as an 'other' entity type. The company's recent filings include several 13F-HR reports, showcasing its ongoing investment activities.
The latest filing indicates that Alliance Wealth Strategies has reported a total of 67 positions in various securities. The firm’s holdings include prominent names such as Apple Inc., Amazon.com Inc., and Alphabet Inc., reflecting a diversified investment approach. The filing states, "The total value of reported securities is $132,041,088," highlighting the firm’s significant presence in the market.
This report may impact various stakeholders, including clients, competitors, and industry analysts. Clients can gain insights into the firm’s investment strategies, while competitors may analyze the holdings to understand market trends and potential shifts in investment strategies. The wealth management industry continues to evolve, and transparency in reporting is crucial for maintaining client trust.
Next steps for Alliance Wealth Strategies are not detailed in the filing. However, the firm is expected to continue monitoring its investments and may file additional reports in the future as it adjusts its strategies based on market conditions. The filing does not specify what happens next, leaving room for speculation on future investment moves.
Read Next
MediaAlpha CTO Yeh Kuanling Amy Sells 50,000 Shares
Arista Networks co-founder sells over 136,000 shares
Montenegro Veronica Valeria Reports Ownership in Game Your Game Inc.
Agilysys CCO Youssef Reports Stock Transactions in SEC Filing
Pandya Gaurang Reports Major Stock Transactions at Carrier
Shek Bernard Sells 600 Shares of SanDisk Corp








