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Portfolio (Quarterly) Guide ↗

Alliance Private Wealth, LLC

· CIK 0002109849
13F Portfolio $288M AUM 82 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 New 10 Added 59 Reduced
Page 2 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOGL ALPHABET INC Communication Services 8,984.0 $3.2M 1.11% -530.0 -5.6% $357.37 -5.3%
22 AAPL APPLE INC Technology 10,729.0 $3.1M 1.08% -3K -23.4% $289.36 +10.6%
23 AMZN AMAZON COM INC Consumer Cyclical 12,998.0 $3.1M 1.08% -720.0 -5.2% $238.34 +8.5%
24 JPM JPMORGAN CHASE & CO Financial Services 7,833.0 $2.6M 0.89% -410.0 -5.0% $327.33 +9.6%
25 SPYG SPDR SERIES TRUST 21,022.0 $2.5M 0.87% -263.0 -1.2% $118.99 +2.3%
26 CAT CATERPILLAR INC Industrials 2,313.0 $2.5M 0.86% -3K -55.5% $1064.90 -23.6%
27 B BARRICK MNG CORP Basic Materials 65,865.0 $2.4M 0.84% -4K -5.8% $36.73 +21.8%
28 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 4,812.0 $2.3M 0.80% -340.0 -6.6% $477.57 -10.2%
29 SCHM SCHWAB STRATEGIC TR 61,493.0 $2.3M 0.79% -320.0 -0.5% $36.87 -2.8%
30 NEM NEWMONT CORP Basic Materials 21,429.0 $2.0M 0.69% -1K -6.3% $93.40 +37.1%
31 JNJ JOHNSON & JOHNSON Healthcare 7,704.0 $2.0M 0.68% -1K -11.7% $253.97 +8.4%
32 DE DEERE & CO Industrials 2,880.0 $1.8M 0.64% -200.0 -6.5% $634.33 +9.3%
33 MMM 3M CO Industrials 10,742.0 $1.7M 0.60% -710.0 -6.2% $161.91 +4.1%
34 BAC BANK OF AMER CORP Financial Services 29,831.0 $1.7M 0.59% -2K -5.3% $56.98 +10.0%
35 GS GOLDMAN SACHS GROUP INC Financial Services 1,655.0 $1.7M 0.58% -20.0 -1.2% $1011.37 +2.7%
36 DIS DISNEY WALT CO Communication Services 17,132.0 $1.6M 0.57% -940.0 -5.2% $96.25 +9.4%
37 CSCO CISCO SYS INC Technology 13,781.0 $1.6M 0.56% -820.0 -5.6% $117.46 -7.0%
38 QCOM QUALCOMM INC Technology 8,075.0 $1.5M 0.52% -630.0 -7.2% $184.79 -8.7%
39 CVX CHEVRON CORPORATION Energy 8,866.0 $1.5M 0.51% -890.0 -9.1% $165.76 +25.8%
40 MSFT MICROSOFT CORP Technology 3,791.0 $1.4M 0.49% -110.0 -2.8% $373.02 +34.0%
Page 2 of 3  ·  59 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.3%
Financial Services 17.3%
Industrials 11.9%
Communication Services 11.4%
Healthcare 10.0%
Consumer Cyclical 7.2%
Basic Materials 6.9%
Consumer Defensive 3.1%
Energy 2.0%