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Portfolio (Quarterly) Guide ↗

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

· CIK 0002106763
13F Portfolio $127M AUM 65 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 26 Added 8 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 CEG CONSTELLATION ENERGY CORP Utilities 702 $248K 0.23% SOLD
Sector Allocation
Industrials 35.6%
Technology 26.4%
Financial Services 14.7%
Consumer Defensive 8.3%
Healthcare 6.6%
Communication Services 3.6%
Consumer Cyclical 1.9%
Energy 1.5%
Utilities 1.3%